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UFP Industries

348 hedge funds and large institutions have $3.88B invested in UFP Industries in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

5% more capital invested

Capital invested by funds: $3.69B → $3.88B (+$190M)

3% more funds holding

Funds holding: 338348 (+10)

1.01% more ownership

Funds ownership: 83.02%84.03% (+1%)

8% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.88M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 134

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
125
Reduced
134
Closed
32
Calls
$2.03M
Puts
$1.88M
Net Calls
+$151K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Arkadios Wealth Advisors
Georgia
$225K +$153 +2 +0.1%
PCS
252
Personal CFO Solutions
New Jersey
$224K +$216K +2,829 New
Dimensional Fund Advisors
253
Dimensional Fund Advisors
Texas
$223K +$7.76M +101,530 +4%
RJT
254
Raymond James Trust
Florida
$220K +$212K +2,780 New
FIM
255
Freedom Investment Management
Connecticut
$218K -$19.9K -261 -9%
OAM
256
Origin Asset Management
United Kingdom
$213K +$206K +2,690 New
RJFSA
257
Raymond James Financial Services Advisors
Florida
$212K -$9.47K -124 -4%
FHB
258
First Hawaiian Bank
Hawaii
$211K +$204K +2,668 New
JWCA
259
J.W. Coons Advisors
Ohio
$210K +$203K +2,655 New
CAG
260
Csenge Advisory Group
Florida
$203K +$196K +2,560 New
BEI
261
Benjamin Edwards Inc
Missouri
$199K -$4.13K -54 -2%
LSV Asset Management
262
LSV Asset Management
Illinois
$182K
VanEck Associates
263
VanEck Associates
New York
$181K +$19.3K +253 +12%
QCG
264
Quadrant Capital Group
Ohio
$137K +$27K +354 +26%
Royal London Asset Management
265
Royal London Asset Management
United Kingdom
$137K +$132K +1,724 New
SWA
266
Sutton Wealth Advisors
Florida
$113K -$611 -8 -0.6%
C
267
Covestor
United Kingdom
$105K -$5.88K -77 -6%
EI
268
Ellevest Inc
New York
$91.5K -$10.9K -143 -11%
ME
269
McIlrath & Eck
Washington
$82.9K
CSC
270
Caldwell Sutter Capital
California
$79.3K +$76.4K +1,000 New
Simplex Trading
271
Simplex Trading
Illinois
$78K +$70.4K +921 +1,316%
BAM
272
Belpointe Asset Management
Nevada
$73.4K +$70.7K +926 New
OIA
273
Optimum Investment Advisors
Illinois
$71.3K
VI
274
Vestcor Inc
New Brunswick, Canada
$68K
Balyasny Asset Management
275
Balyasny Asset Management
Illinois
$67.9K +$65.5K +857 New

UFPI Hedge Fund Activity: Q4 2022 in Review

348 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2022, worth a combined $3.88B — up 5.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UFPI positions and 32 closed out — a net gain of 16 holders — while 125 added to existing stakes and 134 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $26.6M. The largest seller was Loomis, Sayles & Company, cutting an estimated $20M.

  • 348 institutional investors held UFP Industries (UFPI) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $3.88B of UFP Industries stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 48 funds opened new UFP Industries positions in Q4 2022 and 32 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q4 2022 was Victory Capital Management, an estimated $26.6M added.
  • The largest UFP Industries seller in Q4 2022 was Loomis, Sayles & Company, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2022.