UFPI icon

UFP Industries
UFPI

Overview Fund Activity

387 hedge funds and large institutions have $6.37B invested in UFP Industries in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+25
Holders Change %
+6.91%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
116
Reduced
156
Closed
29
Calls
$21.4M
Puts
$4.51M
Net Calls
+$16.8M
Net Calls Change
+$7.65M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$396M
2
Morgan Stanley
Morgan Stanley
New York
$108M
3
BlackRock
BlackRock
New York
$1.07B
4
Wells Fargo
Wells Fargo
California
$51.7M
5
Norges Bank
Norges Bank
Norway
$86.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$180M
2
Victory Capital Management
Victory Capital Management
Texas
$154M
3
Franklin Resources
Franklin Resources
California
$161M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$302M
5
AQR Capital Management
AQR Capital Management
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Securian Asset Management
Minnesota
$658K – – –
US Bancorp
227
US Bancorp
Minnesota
$655K +$3.52K +28 +0.5%
CC
228
Centiva Capital
New York
$634K +$634K +5,047 New
MGWM
229
Marks Group Wealth Management
Minnesota
$628K – – –
KeyBank National Association
230
KeyBank National Association
Ohio
$623K -$161K -1,280 -21%
RC
231
Roundview Capital
New Jersey
$611K +$611K +4,868 New
BHCM
232
Brevan Howard Capital Management
Jersey
$608K +$608K +4,842 New
CWP
233
Curated Wealth Partners
California
$603K +$603K +4,804 New
DAM
234
Delta Asset Management
Tennessee
$597K – – –
MAM
235
Meeder Asset Management
Ohio
$583K +$456K +3,629 +358%
JA
236
JLB & Associates
Michigan
$574K +$183K +1,460 +47%
William Blair & Company
237
William Blair & Company
Illinois
$573K +$9.29K +74 +2%
ACM
238
Argent Capital Management
Missouri
$566K +$62.8K +500 +12%
KWM
239
Kingsview Wealth Management
Oregon
$562K -$474K -3,774 -46%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$558K -$68.8K -548 -11%
AWM
241
Apollon Wealth Management
South Carolina
$552K +$552K +4,398 New
JWCA
242
J.W. Coons Advisors
Ohio
$552K – – –
CAN
243
Cetera Advisor Networks
California
$542K -$49.1K -391 -8%
BCM
244
Bayesian Capital Management
New York
$527K +$527K +4,201 New
Baird Financial Group
245
Baird Financial Group
Wisconsin
$519K -$8.79K -70 -2%
MWPCG
246
Measured Wealth Private Client Group
New Hampshire
$516K -$10.7K -85 -2%
RJT
247
Raymond James Trust
Florida
$512K +$33.6K +268 +7%
AI
248
AdvisorShares Investments
Maryland
$509K +$509K +4,053 New
ATC
249
Argent Trust Co
Tennessee
$504K +$33.5K +267 +7%
Wolverine Trading
250
Wolverine Trading
Illinois
$503K +$503K +4,006 New
8 9
10
11 12