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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
226
Verition Fund Management
Connecticut
$519K +$559K +6,535 New
VIA
227
Virtus Investment Advisers
Connecticut
$514K +$24.3K +284 +5%
YMRC
228
Yorktown Management & Research Company
Virginia
$501K
MCM
229
MAI Capital Management
Ohio
$498K
VI
230
Versor Investments
New York
$496K -$462K -5,396 -46%
JMPWA
231
JP Morgan Private Wealth Advisors
California
$474K +$8.64K +101 +2%
Wellington Management Group
232
Wellington Management Group
Massachusetts
$454K +$489K +5,713 New
BC
233
Bridgefront Capital
Texas
$446K +$481K +5,616 New
OTPPB
234
Ontario Teachers' Pension Plan Board
Ontario, Canada
$445K +$479K +5,603 New
SAM
235
Securian Asset Management
Minnesota
$443K +$477K +5,570 New
US Bancorp
236
US Bancorp
Minnesota
$434K -$1.37K -16 -0.3%
FFG
237
Fortem Financial Group
California
$432K +$103K +1,200 +28%
NFG
238
Nations Financial Group
Iowa
$409K +$16.4K +192 +4%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$402K -$298K -3,486 -41%
MGWM
240
Marks Group Wealth Management
Minnesota
$397K
CGH
241
Crossmark Global Holdings
Texas
$380K -$28.5K -333 -7%
DAM
242
Delta Asset Management
Tennessee
$378K
Mariner
243
Mariner
Kansas
$377K +$1.2K +14 +0.3%
YIH
244
Y-Intercept (HK)
Hong Kong
$369K +$397K +4,642 New
API
245
Advisor Partners II
California
$368K +$3.08K +36 +0.8%
SAM
246
Shell Asset Management
Netherlands
$367K -$1.37K -16 -0.3%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$354K +$1.63K +19 +0.4%
CCIA
248
Campbell & Co Investment Adviser
Maryland
$349K -$400K -4,678 -52%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$337K +$36.5K +427 +11%
Baird Financial Group
250
Baird Financial Group
Wisconsin
$330K +$22.5K +263 +7%

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.