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UFP Industries

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

372% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $993K

37% more capital invested

Capital invested by funds: $2.77B → $3.8B (+$1.03B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 43

3% more funds holding

Funds holding: 269276 (+7)

0.53% more ownership

Funds ownership: 80.85%81.38% (+0.53%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
4.85%
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
$4.68M
Puts
$993K
Net Calls
+$3.69M
Net Calls Change
+$831K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
226
Ameritas Investment Company
Nebraska
$173K +$143K +2,277 New
Macquarie Group
227
Macquarie Group
Australia
$160K -$43.3K -691 -25%
TCWM
228
Total Clarity Wealth Management
Illinois
$135K +$111K +1,775 New
GWM
229
Geneos Wealth Management
Colorado
$126K
SWA
230
Sutton Wealth Advisors
Florida
$108K
AAM
231
Advisors Asset Management
Colorado
$97K -$38.1K -608 -32%
AssetMark Inc
232
AssetMark Inc
California
$92K -$1.88K -30 -2%
OIA
233
Optimum Investment Advisors
Illinois
$86K -$62.9K -1,005 -47%
Federated Hermes
234
Federated Hermes
Pennsylvania
$68K +$31K +496 +123%
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$65K -$10.8K -173 -17%
EVM
236
Eaton Vance Management
Massachusetts
$56K +$46.1K +737 New
BFEC
237
Benjamin F. Edwards & Company
Missouri
$53K
CI
238
CX Institutional
Indiana
$53K
CAC
239
Certified Advisory Corp
Florida
$38K +$31.3K +500 New
FHA
240
First Horizon Advisors
Tennessee
$37K
HI
241
Harbour Investments
Wisconsin
$34K +$28.4K +453 New
HIIFS
242
Harel Insurance Investments & Financial Services
Israel
$32K -$2.5K -40 -24%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$30K +$25K +400 New
PCG
244
Private Capital Group
Connecticut
$28K -$6.88K -110 -23%
CFGS
245
Concourse Financial Group Securities
Alabama
$28K +$23K +367 New
VanEck Associates
246
VanEck Associates
New York
$27K +$22.6K +361 New
TIM
247
Tortoise Investment Management
New York
$26K
FPS
248
Fieldpoint Private Securities
Connecticut
$21K +$14.1K +226 +411%
TWA
249
TCI Wealth Advisors
Arizona
$20K +$9.64K +154 +139%
GAM
250
Gemmer Asset Management
California
$19K

UFPI Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2021, worth a combined $3.8B — up 37% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UFPI positions and 43 closed out — a net gain of 8 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Royce & Associates, adding an estimated $36.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $18.3M.

  • 276 institutional investors held UFP Industries (UFPI) as of Q1 2021, up from 269 in Q4 2020.
  • Funds reported $3.8B of UFP Industries stock for Q1 2021, up 37% quarter-over-quarter.
  • 51 funds opened new UFP Industries positions in Q1 2021 and 43 closed out, a net change of +8 holders.
  • The largest UFP Industries buyer in Q1 2021 was Royce & Associates, an estimated $36.2M added.
  • The largest UFP Industries seller in Q1 2021 was Dimensional Fund Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2021.