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UFP Industries

426 hedge funds and large institutions have $6.21B invested in UFP Industries in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.42M

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

10% more funds holding

Funds holding: 387426 (+39)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 82.14%82.14% (+0%)

3% less capital invested

Capital invested by funds: $6.37B → $6.21B (-$162M)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
157
Closed
30
Calls
$11.7M
Puts
$3.42M
Net Calls
+$8.33M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$735K +$694K +5,974 New
FFG
227
Fortem Financial Group
California
$733K -$1.39K -12 -0.2%
Mariner
228
Mariner
Kansas
$729K -$465 -4 -0.1%
MCM
229
MAI Capital Management
Ohio
$727K -$46.6K -401 -6%
QT
230
Quantbot Technologies
New York
$726K +$686K +5,904 New
Lazard Asset Management
231
Lazard Asset Management
New York
$715K -$244K -2,098 -26%
EF
232
Empirical Finance
Pennsylvania
$704K +$5.58K +48 +0.8%
KWM
233
Kingsview Wealth Management
Oregon
$700K +$141K +1,212 +27%
DSC
234
Duncker Streett & Co
Missouri
$685K -$2.77M -23,868 -81%
Connor, Clark & Lunn Investment Management (CC&L)
235
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$682K +$644K +5,546 New
Aviva
236
Aviva
United Kingdom
$679K +$19.6K +169 +3%
WG
237
Winton Group
United Kingdom
$675K -$25.8K -222 -4%
CCIA
238
Campbell & Co Investment Adviser
Maryland
$667K -$111K -956 -15%
WCA
239
Westover Capital Advisors
Delaware
$667K
AG
240
AIA Group
Hong Kong
$645K -$572K -4,923 -48%
US Bancorp
241
US Bancorp
Minnesota
$635K -$6.39K -55 -1%
ACM
242
Argent Capital Management
Missouri
$631K +$72.6K +625 +14%
HighTower Advisors
243
HighTower Advisors
Illinois
$629K -$9.99K -86 -2%
BAMF
244
BI Asset Management Fondsmaeglerselskab
Denmark
$628K +$593K +5,105 New
ACM
245
Aquatic Capital Management
Illinois
$627K +$593K +5,100 New
SAM
246
Securian Asset Management
Minnesota
$618K -$24.6K -212 -4%
HW
247
Hancock Whitney
Mississippi
$618K -$39.7K -342 -6%
MGWM
248
Marks Group Wealth Management
Minnesota
$615K
RC
249
Roundview Capital
New Jersey
$599K
WB
250
WesBanco Bank
West Virginia
$595K +$562K +4,835 New

UFPI Hedge Fund Activity: Q1 2024 in Review

426 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2024, worth a combined $6.21B — down 2.5% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UFPI positions and 30 closed out — a net gain of 42 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $44.6M.

  • 426 institutional investors held UFP Industries (UFPI) as of Q1 2024, up from 387 in Q4 2023.
  • Funds reported $6.21B of UFP Industries stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 72 funds opened new UFP Industries positions in Q1 2024 and 30 closed out, a net change of +42 holders.
  • The largest UFP Industries buyer in Q1 2024 was Fidelity Investments, an estimated $45M added.
  • The largest UFP Industries seller in Q1 2024 was Morgan Stanley, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2024.