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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
251
J.W. Coons Advisors
Ohio
$328K +$126K +1,470 +55%
VF
252
Virtu Financial
New York
$301K +$324K +3,790 New
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$293K +$316K +3,688 New
MWPCG
254
Measured Wealth Private Client Group
New Hampshire
$289K +$311K +3,635 New
BFM
255
Boothbay Fund Management
New York
$285K +$307K +3,589 New
Wolverine Trading
256
Wolverine Trading
Illinois
$284K +$10.1K +118 +3%
AMR
257
Asset Management Resources
Massachusetts
$276K -$3.59K -42 -1%
William Blair & Company
258
William Blair & Company
Illinois
$276K +$14.5K +170 +5%
Corient Private Wealth
259
Corient Private Wealth
Florida
$272K +$36.6K +428 +14%
JSW
260
Journey Strategic Wealth
New Jersey
$272K -$1.46K -17 -0.5%
Creative Planning
261
Creative Planning
Kansas
$270K -$36.7K -429 -11%
ECM
262
Evergreen Capital Management
Washington
$262K -$44.2K -516 -14%
PA
263
Profund Advisors
Maryland
$260K -$69.1K -808 -20%
MPM
264
Meritage Portfolio Management
Kansas
$258K -$9.5K -111 -3%
BEI
265
Benjamin Edwards Inc
Missouri
$258K +$63.1K +737 +29%
MLICM
266
Metropolitan Life Insurance Company (MetLife)
New York
$257K -$38K -444 -12%
SAI
267
Systematic Alpha Investments
New Jersey
$254K
SCM
268
Shelton Capital Management
Colorado
$252K -$38.9K -454 -13%
AIM
269
Aigen Investment Management
New York
$251K +$271K +3,164 New
WCA
270
Westover Capital Advisors
Delaware
$246K
PCS
271
Personal CFO Solutions
New Jersey
$244K +$21.1K +246 +9%
MM
272
MQS Management
New York
$242K +$261K +3,046 New
GCM
273
Gallacher Capital Management
Colorado
$226K +$244K +2,847 New
AWA
274
Arkadios Wealth Advisors
Georgia
$226K +$941 +11 +0.4%
MGP
275
Metis Global Partners
California
$225K -$31.1K -364 -11%

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.