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UFP Industries

362 hedge funds and large institutions have $5.11B invested in UFP Industries in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.41M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

6% more capital invested

Capital invested by funds: $4.82B → $5.11B (+$296M)

1% more funds holding

Funds holding: 359362 (+3)

0.22% more ownership

Funds ownership: 80.23%80.46% (+0.22%)

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 156

Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
121
Reduced
156
Closed
33
Calls
$11.6M
Puts
$2.41M
Net Calls
+$9.2M
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
226
Hancock Whitney
Mississippi
$550K -$12.5K -124 -2%
Assenagon Asset Management
227
Assenagon Asset Management
Luxembourg
$549K -$2.3M -22,748 -81%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$545K -$2.61M -25,826 -83%
PP
229
Prudential plc
United Kingdom
$539K -$604K -5,980 -53%
NFG
230
Nations Financial Group
Iowa
$537K +$12.4K +123 +2%
SAM
231
Securian Asset Management
Minnesota
$536K -$23.3K -231 -4%
US Bancorp
232
US Bancorp
Minnesota
$531K -$3.54K -35 -0.7%
XT
233
XTX Topco
Cayman Islands
$520K +$230K +2,273 +81%
MGWM
234
Marks Group Wealth Management
Minnesota
$512K
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$511K -$49.5K -490 -9%
DAM
236
Delta Asset Management
Tennessee
$487K
CAN
237
Cetera Advisor Networks
California
$482K +$235K +2,324 +97%
API
238
Advisor Partners II
California
$476K -$19.4K -192 -4%
SAM
239
Shell Asset Management
Netherlands
$462K -$7.88K -78 -2%
William Blair & Company
240
William Blair & Company
Illinois
$460K
JWCA
241
J.W. Coons Advisors
Ohio
$450K -$15.2K -150 -3%
JMPWA
242
JP Morgan Private Wealth Advisors
California
$441K -$11.5K -114 -3%
PAS
243
Park Avenue Securities
New York
$434K +$428K +4,241 New
Baird Financial Group
244
Baird Financial Group
Wisconsin
$430K +$2.73K +27 +0.6%
MWPCG
245
Measured Wealth Private Client Group
New Hampshire
$430K -$17.3K -171 -4%
SEC
246
Seven Eight Capital
New York
$417K +$76.9K +761 +23%
ACM
247
Argent Capital Management
Missouri
$410K +$86.9K +860 +27%
EGM
248
Engineers Gate Manager
New York
$404K -$1.04M -10,294 -72%
RJT
249
Raymond James Trust
Florida
$390K +$112K +1,107 +41%
Two Sigma Advisers
250
Two Sigma Advisers
New York
$389K +$384K +3,800 New

UFPI Hedge Fund Activity: Q3 2023 in Review

362 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2023, worth a combined $5.11B — up 6.1% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UFPI positions and 33 closed out — a net gain of 6 holders — while 121 added to existing stakes and 156 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $138M. The largest seller was Victory Capital Management, cutting an estimated $34.6M.

  • 362 institutional investors held UFP Industries (UFPI) as of Q3 2023, up from 359 in Q2 2023.
  • Funds reported $5.11B of UFP Industries stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 39 funds opened new UFP Industries positions in Q3 2023 and 33 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $138M added.
  • The largest UFP Industries seller in Q3 2023 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.