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UFP Industries
UFPI

Overview Fund Activity

290 hedge funds and large institutions have $3.73B invested in UFP Industries in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+14
Holders Change %
+5.07%
% of All Funds
5.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
48
Increased
89
Reduced
117
Closed
31
Calls
$6.91M
Puts
$12.4M
Net Calls
-$5.47M
Net Calls Change
-$9.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$94.8M
2
CCM
Copeland Capital Management
Pennsylvania
$40.6M
3
Franklin Resources
Franklin Resources
California
$124M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$24.2M
5
Capital International Investors
Capital International Investors
California
$22.4M

Top Sellers

1
SCM
SG Capital Management
Illinois
$0
2
ZCM
Ziegler Capital Management
Illinois
$14.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
BlackRock
BlackRock
New York
$714M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Advisornet Financial
Minnesota
$37K +$37K +500 New
HI
252
Harbour Investments
Wisconsin
$32K -$1.56K -21 -5%
PCG
253
Private Capital Group
Connecticut
$32K +$4.7K +64 +17%
BCA
254
Berman Capital Advisors
Georgia
$30K +$30K +404 New
FC
255
FORA Capital
Florida
$28K -$159K -2,159 -85%
TIM
256
Tortoise Investment Management
New York
$26K – – –
ST
257
Sageworth Trust
Pennsylvania
$25K +$25K +330 New
ASN
258
Advisory Services Network
Georgia
$22K +$22K +293 New
FHA
259
First Horizon Advisors
Tennessee
$21K -$14K -196 -40%
VCM
260
Versant Capital Management
Arizona
$21K +$7.71K +105 +58%
TWA
261
TCI Wealth Advisors
Arizona
$20K – – –
GAM
262
Gemmer Asset Management
California
$19K – – –
AWA
263
Arkadios Wealth Advisors
Georgia
$18K +$1.57K +22 +10%
PMFA
264
Plante Moran Financial Advisors
Michigan
$15K – – –
QCG
265
Quadrant Capital Group
Ohio
$14K +$73 +1 +0.5%
MAM
266
Meeder Asset Management
Ohio
$14K +$2.37K +33 +20%
PA
267
Parallel Advisors
California
$11K – – –
CWA
268
Clearview Wealth Advisors
Oregon
$10K +$10K +135 New
SWM
269
Sugarloaf Wealth Management
Georgia
$9K – – –
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +119 New
FMP
271
Financial Management Professionals
Texas
$8K – – –
PFBT
272
Parkside Financial Bank & Trust
Missouri
$8K +$1.05K +14 +15%
LWANC
273
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$8K +110 New
TFO
274
Tarbox Family Office
California
$7K – – –
S
275
SignatureFD
Georgia
$7K +$1.63K +21 +30%
9 10
11
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