UFPI icon

UFP Industries
UFPI

Overview Fund Activity

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
Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.77%
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

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
2
AQR Capital Management
AQR Capital Management
Connecticut
$69.5M
3
WA
Wasatch Advisors
Utah
$32.5M
4
Charles Schwab
Charles Schwab
California
$76.7M
5
Capital International Investors
Capital International Investors
California
$34.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$162M
2
Franklin Resources
Franklin Resources
California
$157M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
5
Millennium Management
Millennium Management
New York
$630K
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
226
Hancock Whitney
Mississippi
$550K -$12.7K -124 -2%
Assenagon Asset Management
227
Assenagon Asset Management
Luxembourg
$549K -$2.33M -22,748 -81%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$545K -$2.65M -25,826 -83%
PP
229
Prudential plc
United Kingdom
$539K -$612K -5,980 -53%
NFG
230
Nations Financial Group
Iowa
$537K +$12.6K +123 +2%
SAM
231
Securian Asset Management
Minnesota
$536K -$23.7K -231 -4%
US Bancorp
232
US Bancorp
Minnesota
$531K -$3.58K -35 -0.7%
XT
233
XTX Topco
Cayman Islands
$520K +$233K +2,273 +81%
MGWM
234
Marks Group Wealth Management
Minnesota
$512K – – –
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$511K -$50.2K -490 -9%
DAM
236
Delta Asset Management
Tennessee
$487K – – –
CAN
237
Cetera Advisor Networks
California
$482K +$238K +2,324 +97%
API
238
Advisor Partners II
California
$476K -$19.7K -192 -4%
SAM
239
Shell Asset Management
Netherlands
$462K -$7.98K -78 -2%
William Blair & Company
240
William Blair & Company
Illinois
$460K – – –
JWCA
241
J.W. Coons Advisors
Ohio
$450K -$15.4K -150 -3%
JPMPWA
242
J.P. Morgan Private Wealth Advisors
California
$441K -$11.7K -114 -3%
PAS
243
Park Avenue Securities
New York
$434K +$434K +4,241 New
Baird Financial Group
244
Baird Financial Group
Wisconsin
$430K +$2.77K +27 +0.6%
MWPCG
245
Measured Wealth Private Client Group
New Hampshire
$430K -$17.5K -171 -4%
SEC
246
Seven Eight Capital
New York
$417K +$77.9K +761 +23%
ACM
247
Argent Capital Management
Missouri
$410K +$88.1K +860 +27%
EGM
248
Engineers Gate Manager
New York
$404K -$1.05M -10,294 -72%
RJT
249
Raymond James Trust
Florida
$390K +$113K +1,107 +41%
Two Sigma Advisers
250
Two Sigma Advisers
New York
$389K +$389K +3,800 New
8 9
10
11 12