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UFP Industries
UFPI

Overview Fund Activity

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
Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.18%
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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Millennium Management
2
Millennium Management
New York
$20.8M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$18.2M
4
Bank of America
4
Bank of America
North Carolina
$37.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$21.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$58.5M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$51.9M
3
BlackRock
3
BlackRock
New York
$1.01B
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
226
Cerity Partners
New York
$735K +$735K +5,974 New
FFG
227
Fortem Financial Group
California
$733K -$1.48K -12 -0.2%
Mariner
228
Mariner
Kansas
$729K -$492 -4 -0.1%
MCM
229
MAI Capital Management
Ohio
$727K -$49.3K -401 -6%
QT
230
Quantbot Technologies
New York
$726K +$726K +5,904 New
Lazard Asset Management
231
Lazard Asset Management
New York
$715K -$258K -2,098 -26%
EF
232
Empirical Finance
Pennsylvania
$704K +$5.9K +48 +0.8%
KWM
233
Kingsview Wealth Management
Oregon
$700K +$149K +1,212 +27%
DSC
234
Duncker Streett & Co
Missouri
$685K -$2.94M -23,868 -81%
Connor, Clark & Lunn Investment Management (CC&L)
235
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$682K +$682K +5,546 New
Aviva
236
Aviva
United Kingdom
$679K +$20.8K +169 +3%
WG
237
Winton Group
United Kingdom
$675K -$27.3K -222 -4%
CCIA
238
Campbell & Co Investment Adviser
Maryland
$667K -$118K -956 -15%
WCA
239
Westover Capital Advisors
Delaware
$667K – – –
AG
240
AIA Group
Hong Kong
$645K -$606K -4,923 -48%
US Bancorp
241
US Bancorp
Minnesota
$635K -$6.77K -55 -1%
ACM
242
Argent Capital Management
Missouri
$631K +$76.9K +625 +14%
HighTower Advisors
243
HighTower Advisors
Illinois
$629K -$10.6K -86 -2%
BAMF
244
BI Asset Management Fondsmaeglerselskab
Denmark
$628K +$628K +5,105 New
ACM
245
Aquatic Capital Management
Illinois
$627K +$627K +5,100 New
SAM
246
Securian Asset Management
Minnesota
$618K -$26.1K -212 -4%
HW
247
Hancock Whitney
Mississippi
$618K -$42.1K -342 -6%
MGWM
248
Marks Group Wealth Management
Minnesota
$615K – – –
RC
249
Roundview Capital
New Jersey
$599K – – –
WB
250
WesBanco Bank
West Virginia
$595K +$595K +4,835 New
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10
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