We are live on ! Find out more
UFPI icon

UFP Industries

439 hedge funds and large institutions have $6.58B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $5.58B → $6.58B (+$1B)

3% more funds holding

Funds holding: 426439 (+13)

1.58% more ownership

Funds ownership: 80.68%82.26% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

Holders
439
Holders Change
+13
Holders Change %
+3.05%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
162
Closed
42
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$680K -$97.6K -808 -13%
EF
227
Empirical Finance
Pennsylvania
$668K +$4.71K +39 +0.8%
MGWM
228
Marks Group Wealth Management
Minnesota
$656K
KeyBank National Association
229
KeyBank National Association
Ohio
$646K +$69.3K +574 +13%
Lazard Asset Management
230
Lazard Asset Management
New York
$642K -$738K -6,108 -55%
RC
231
Roundview Capital
New Jersey
$634K -$3.98K -33 -0.7%
WB
232
WesBanco Bank
West Virginia
$634K
DAM
233
Delta Asset Management
Tennessee
$624K
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$623K +$11.6K +96 +2%
SAM
235
Securian Asset Management
Minnesota
$622K -$22.7K -188 -4%
ATC
236
Argent Trust Co
Tennessee
$593K +$19.4K +161 +4%
Truist Financial
237
Truist Financial
North Carolina
$568K -$767K -6,353 -59%
CWM
238
Congress Wealth Management
Massachusetts
$566K
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$561K +$218K +1,804 +73%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$558K -$3.26K -27 -0.6%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$557K -$216K -1,791 -30%
Walleye Capital
242
Walleye Capital
New York
$556K +$512K +4,238 New
AWA
243
Arkadios Wealth Advisors
Georgia
$553K +$110K +912 +28%
AG
244
AIA Group
Hong Kong
$552K -$26.6K -220 -5%
CGH
245
Crossmark Global Holdings
Texas
$550K -$188K -1,556 -27%
RAM
246
Readystate Asset Management
Illinois
$546K +$503K +4,163 New
TRCT
247
Tower Research Capital (TRC)
New York
$532K -$1.76M -14,564 -78%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$531K -$33.5K -277 -6%
MAM
249
Meeder Asset Management
Ohio
$524K -$1.28M -10,559 -73%
MPM
250
Meritage Portfolio Management
Kansas
$518K +$40.3K +334 +9%

UFPI Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2024, worth a combined $6.58B — up 18% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UFPI positions and 42 closed out — a net gain of 16 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $24.8M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q3 2024, up from 426 in Q2 2024.
  • Funds reported $6.58B of UFP Industries stock for Q3 2024, up 18% quarter-over-quarter.
  • 58 funds opened new UFP Industries positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q3 2024 was Boston Partners, an estimated $40.4M added.
  • The largest UFP Industries seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.