UFPI icon

UFP Industries
UFPI

Overview Fund Activity

276 hedge funds and large institutions have $3.8B invested in UFP Industries in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
88
Reduced
110
Closed
43
Calls
$4.69M
Puts
$993K
Net Calls
+$3.69M
Net Calls Change
+$831K

Top Buyers

1
RA
1
Royce & Associates
New York
$71.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$54.6M
3
BlackRock
3
BlackRock
New York
$749M
4
Franklin Resources
4
Franklin Resources
California
$101M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$530M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$238M
2
Norges Bank
2
Norges Bank
Norway
$49.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$3.61M
4
SCM
4
SG Capital Management
Illinois
$30.2M
5
PAM
5
Panagora Asset Management
Massachusetts
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
251
Arkadios Wealth Advisors
Georgia
$17K +$4.86K +66 +40%
PMFA
252
Plante Moran Financial Advisors
Michigan
$15K -$743 -10 -5%
QCG
253
Quadrant Capital Group
Ohio
$15K +$547 +7 +4%
VCM
254
Versant Capital Management
Arizona
$14K +$10.9K +141 +353%
AWC
255
Abundance Wealth Counselors
Pennsylvania
$13K +$13K +176 New
MAM
256
Meeder Asset Management
Ohio
$12K +$8.3K +112 +224%
PA
257
Parallel Advisors
California
$11K – – –
FMP
258
Financial Management Professionals
Texas
$8K +$8K +111 New
APA
259
American Portfolios Advisors
New York
$7.89K +$2.2K +29 +39%
TFO
260
Tarbox Family Office
California
$7K – – –
PFBT
261
Parkside Financial Bank & Trust
Missouri
$7K +$1.58K +21 +29%
S
262
SignatureFD
Georgia
$5K -$2.39K -33 -32%
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$652 -9 -12%
CAGAS
264
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$4.01K – – –
ACM
266
Allred Capital Management
Texas
$3.79K +$3.79K +50 New
AIG
267
American International Group
New York
$3.03K -$35 -462 -1%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$3K -$1.15K -20 -28%
EWM
269
Edge Wealth Management
New York
$3K – – –
WCM
270
Wealthcare Capital Management
Virginia
$3K +$3K +34 New
Jones Financial Companies
271
Jones Financial Companies
Missouri
$3K +$3K +45 New
JCM
272
Jacobi Capital Management
Pennsylvania
$2K +$2K +25 New
MWP
273
Meridian Wealth Partners
Pennsylvania
$1K +$1K +7 New
VFA
274
Valeo Financial Advisors
Indiana
$1K +$1K +12 New
SWM
275
Sugarloaf Wealth Management
Georgia
$9 – – –
9 10
11
12 13