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UFP Technologies

75 hedge funds and large institutions have $151M invested in UFP Technologies in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more capital invested

Capital invested by funds: $141M → $151M (+$10.2M)

0.28% more ownership

Funds ownership: 69.7%69.98% (+0.28%)

6% less funds holding

Funds holding: 8075 (-5)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
17
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
51
Acadian Asset Management
Massachusetts
$92K -$76.5K -2,645 -46%
SWP
52
Stratos Wealth Partners
Ohio
$79K
Bank of America
53
Bank of America
North Carolina
$78K -$11.8K -409 -13%
EARNEST Partners
54
EARNEST Partners
Georgia
$50K
PCM
55
Prelude Capital Management
New York
$46K -$33.8K -1,168 -43%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$41.6K -$14.8K -512 -27%
Barclays
57
Barclays
United Kingdom
$40K +$9.17K +317 +31%
JP Morgan Chase
58
JP Morgan Chase
New York
$38K -$2.66K -92 -7%
TRCT
59
Tower Research Capital (TRC)
New York
$36K +$35K +1,211 New
Legal & General Group
60
Legal & General Group
United Kingdom
$30K -$17K -587 -37%
Barrow, Hanley, Mewhinney & Strauss
61
Barrow, Hanley, Mewhinney & Strauss
Texas
$29K -$2.98K -103 -10%
CAC
62
Certified Advisory Corp
Florida
$29K
UBS Group
63
UBS Group
Switzerland
$28K -$15.9K -548 -36%
LNB
64
Ledyard National Bank
$24K
SO
65
STRS Ohio
Ohio
$17K
AIP
66
Ameritas Investment Partners
Nebraska
$15K
WEC
67
Winslow Evans & Crocker
Massachusetts
$14.8K
MAM
68
Meeder Asset Management
Ohio
$10K -$6.11K -211 -39%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$10K +$6.8K +235 +224%
AG
70
Advisor Group
Arizona
$5K
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$4K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$3K -$1.68K -58 -36%
FGC
73
Financial Gravity Companies
Texas
$3K
FGAM
74
Financial Gravity Asset Management
Texas
$3K +$2.34K +81 New
RCAG
75
Rehmann Capital Advisory Group
Michigan
$2K +$1.59K +55 New

UFPT Hedge Fund Activity: Q1 2018 in Review

75 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2018, worth a combined $151M — up 7.2% from $141M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UFPT and 5 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 17 added.

The largest buyer was Ancora Advisors, adding an estimated $4.67M. The largest seller was WCM Investment Management, cutting an estimated $4.39M.

  • 75 institutional investors held UFP Technologies (UFPT) as of Q1 2018, down from 80 in Q4 2017.
  • Funds reported $151M of UFP Technologies stock for Q1 2018, up 7.2% quarter-over-quarter.
  • 5 funds opened new UFP Technologies positions in Q1 2018 and 10 closed out, a net change of -5 holders.
  • The largest UFP Technologies buyer in Q1 2018 was Ancora Advisors, an estimated $4.67M added.
  • The largest UFP Technologies seller in Q1 2018 was WCM Investment Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2018.