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UFP Industries
UFPI

Overview Fund Activity

437 hedge funds and large institutions have $5.75B invested in UFP Industries in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
–
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
153
Reduced
155
Closed
52
Calls
$3.88M
Puts
$1.37M
Net Calls
+$2.5M
Net Calls Change
+$362K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$63.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$174M
3
Boston Partners
Boston Partners
Massachusetts
$75.7M
4
UBS Group
UBS Group
Switzerland
$36.2M
5
First Trust Advisors
First Trust Advisors
Illinois
$89.2M

Top Sellers

1
BlackRock
BlackRock
New York
$890M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.53M
3
Invesco
Invesco
Georgia
$73.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$48.5M
5
Morgan Stanley
Morgan Stanley
New York
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
226
Westover Capital Advisors
Delaware
$611K – – –
ATC
227
Argent Trust Co
Tennessee
$603K +$93.1K +826 +18%
CFO
228
Callan Family Office
Pennsylvania
$602K +$602K +5,342 New
US Bancorp
229
US Bancorp
Minnesota
$596K +$225 +2 +0%
QC
230
Quadrature Capital
United Kingdom
$593K +$593K +5,267 New
MCM
231
MAI Capital Management
Ohio
$584K +$901 +8 +0.2%
LWAM
232
Legacy Wealth Asset Management
Minnesota
$577K -$107K -948 -16%
MGWM
233
Marks Group Wealth Management
Minnesota
$563K – – –
DTL
234
Dynamic Technology Lab
Singapore
$563K +$563K +4,997 New
ICP
235
Impact Capital Partners
Colorado
$550K +$550K +4,883 New
RC
236
Roundview Capital
New Jersey
$545K – – –
DAM
237
Delta Asset Management
Tennessee
$536K – – –
Aviva
238
Aviva
United Kingdom
$530K -$63.1K -560 -11%
KeyBank National Association
239
KeyBank National Association
Ohio
$521K -$33.8K -300 -6%
SAM
240
Securian Asset Management
Minnesota
$517K -$16.6K -147 -3%
PIM
241
Penobscot Investment Management
Massachusetts
$509K +$211K +1,875 +71%
MPM
242
Meritage Portfolio Management
Kansas
$500K +$55.1K +489 +12%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$494K +$11.7K +104 +2%
Focus Partners Wealth
244
Focus Partners Wealth
Massachusetts
$492K +$140K +1,242 +40%
WB
245
WesBanco Bank
West Virginia
$488K -$56.7K -503 -10%
AG
246
AIA Group
Hong Kong
$481K +$7.21K +64 +2%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$480K +$24.3K +216 +5%
Truist Financial
248
Truist Financial
North Carolina
$477K -$10.7K -95 -2%
AWA
249
Arkadios Wealth Advisors
Georgia
$477K +$1.58K +14 +0.3%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$469K -$10.7K -95 -2%
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