UFPI icon

UFP Industries
UFPI

Overview Fund Activity

276 hedge funds and large institutions have $3.8B invested in UFP Industries in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
88
Reduced
110
Closed
43
Calls
$4.69M
Puts
$993K
Net Calls
+$3.69M
Net Calls Change
+$831K

Top Buyers

1
RA
1
Royce & Associates
New York
$71.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$54.6M
3
BlackRock
3
BlackRock
New York
$749M
4
Franklin Resources
4
Franklin Resources
California
$101M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$530M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$238M
2
Norges Bank
2
Norges Bank
Norway
$49.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$3.61M
4
SCM
4
SG Capital Management
Illinois
$30.2M
5
PAM
5
Panagora Asset Management
Massachusetts
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Ameritas Investment Company
Nebraska
$173K +$173K +2,277 New
Macquarie Group
227
Macquarie Group
Australia
$160K -$52.5K -691 -25%
TCWM
228
Total Clarity Wealth Management
Illinois
$135K +$135K +1,775 New
GWM
229
Geneos Wealth Management
Colorado
$126K – – –
SWA
230
Sutton Wealth Advisors
Florida
$108K – – –
AAM
231
Advisors Asset Management
Colorado
$97K -$46K -608 -32%
AssetMark Inc
232
AssetMark Inc
California
$92K -$2.29K -30 -2%
OIA
233
Optimum Investment Advisors
Illinois
$86K -$75.8K -1,005 -47%
Federated Hermes
234
Federated Hermes
Pennsylvania
$68K +$37.5K +496 +123%
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$65K -$13.2K -173 -17%
EVM
236
Eaton Vance Management
Massachusetts
$56K +$56K +737 New
CI
237
CX Institutional
Indiana
$53K – – –
BFEC
238
Benjamin F. Edwards & Company
Missouri
$53K – – –
CAC
239
Certified Advisory Corp
Florida
$38K +$38K +500 New
FHA
240
First Horizon Advisors
Tennessee
$37K – – –
HI
241
Harbour Investments
Wisconsin
$34K +$34K +453 New
HIIFS
242
Harel Insurance Investments & Financial Services
Israel
$32K -$10.2K -40 -24%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$30K +$30K +400 New
PCG
244
Private Capital Group
Connecticut
$28K -$8.28K -110 -23%
CFGS
245
Concourse Financial Group Securities
Alabama
$28K +$28K +367 New
VanEck Associates
246
VanEck Associates
New York
$27K +$27K +361 New
TIM
247
Tortoise Investment Management
New York
$26K – – –
FPS
248
Fieldpoint Private Securities
Connecticut
$21K +$16.9K +226 +411%
TWA
249
TCI Wealth Advisors
Arizona
$20K +$11.6K +154 +139%
GAM
250
Gemmer Asset Management
California
$19K – – –
8 9
10
11 12