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UFP Industries

318 hedge funds and large institutions have $3.45B invested in UFP Industries in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 82.5%81.58% (-0.92%)

4% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 124

5% less funds holding

Funds holding: 336318 (-18)

13% less capital invested

Capital invested by funds: $3.96B → $3.45B (-$505M)

23% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $2.04M

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
318
Holders Change
-18
Holders Change %
-5.36%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
119
Reduced
124
Closed
43
Calls
$1.57M
Puts
$2.04M
Net Calls
-$472K
Net Calls Change
-$795K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
ALPS Advisors
Colorado
$275K -$3.17K -42 -1%
SCM
227
Shelton Capital Management
Colorado
$270K
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$259K -$14.8K -197 -5%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$256K
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$255K -$302K -4,009 -52%
N
231
Natixis
France
$255K -$20.6K -273 -7%
AMR
232
Asset Management Resources
Massachusetts
$243K -$4.14K -55 -2%
SAM
233
Sawgrass Asset Management
Florida
$240K -$7.76K -103 -3%
AWA
234
Arkadios Wealth Advisors
Georgia
$240K +$265K +3,522 New
PIM
235
Penobscot Investment Management
Massachusetts
$238K +$9.04K +120 +4%
FCBT
236
First Citizens Bank & Trust
North Carolina
$231K -$14.8K -196 -5%
MCM
237
MAI Capital Management
Ohio
$231K -$2.71K -36 -1%
PCS
238
Personal CFO Solutions
New Jersey
$230K -$52.2K -693 -17%
Verition Fund Management
239
Verition Fund Management
Connecticut
$229K -$89.8K -1,192 -26%
William Blair & Company
240
William Blair & Company
Illinois
$229K +$301 +4 +0.1%
X
241
Xponance
Pennsylvania
$227K +$35.3K +469 +16%
MPM
242
Meritage Portfolio Management
Kansas
$219K -$75 -1 -0%
IC
243
Intersect Capital
California
$218K
FIM
244
Freedom Investment Management
Connecticut
$211K +$233K +3,093 New
BEI
245
Benjamin Edwards Inc
Missouri
$209K +$5.28K +70 +2%
MCC
246
Money Concepts Capital
Florida
$209K +$22.7K +301 +11%
FHB
247
First Hawaiian Bank
Hawaii
$207K
CCP
248
Clarkston Capital Partners
Michigan
$204K
RHBC
249
R.H. Bluestein & Co
Michigan
$204K
ACM
250
Aquatic Capital Management
Illinois
$198K +$166K +2,200 +314%

UFPI Hedge Fund Activity: Q2 2022 in Review

318 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2022, worth a combined $3.45B — down 13% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UFPI and 31 opened new positions — a net loss of 12 holders — while 124 trimmed existing stakes and 119 added.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $14M sold.

  • 318 institutional investors held UFP Industries (UFPI) as of Q2 2022, down from 336 in Q1 2022.
  • Funds reported $3.45B of UFP Industries stock for Q2 2022, down 13% quarter-over-quarter.
  • 31 funds opened new UFP Industries positions in Q2 2022 and 43 closed out, a net change of -12 holders.
  • The largest UFP Industries buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest UFP Industries seller in Q2 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2022.