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UFP Industries

362 hedge funds and large institutions have $5.11B invested in UFP Industries in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.41M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

6% more capital invested

Capital invested by funds: $4.82B → $5.11B (+$296M)

1% more funds holding

Funds holding: 359362 (+3)

0.22% more ownership

Funds ownership: 80.23%80.46% (+0.22%)

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 156

Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
121
Reduced
156
Closed
33
Calls
$11.6M
Puts
$2.41M
Net Calls
+$9.2M
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
251
Meritage Portfolio Management
Kansas
$384K -$12.6K -125 -3%
ATC
252
Argent Trust Co
Tennessee
$384K +$7.58K +75 +2%
AMR
253
Asset Management Resources
Massachusetts
$382K -$3.84K -38 -1%
HighTower Advisors
254
HighTower Advisors
Illinois
$378K +$73.9K +731 +25%
SG Americas Securities
255
SG Americas Securities
New York
$368K -$2.18M -21,551 -86%
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$354K +$18.1K +179 +5%
SCA
257
Snowden Capital Advisors
New York
$343K +$79.4K +786 +31%
ECM
258
ExodusPoint Capital Management
New York
$333K -$3.09M -30,612 -90%
AWA
259
Arkadios Wealth Advisors
Georgia
$333K +$38.1K +377 +13%
JSW
260
Journey Strategic Wealth
New Jersey
$332K -$15.6K -154 -5%
Walleye Capital
261
Walleye Capital
New York
$330K +$325K +3,219 New
SAI
262
Systematic Alpha Investments
New Jersey
$328K
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$326K +$322K +3,188 New
Mitsubishi UFJ Trust & Banking
264
Mitsubishi UFJ Trust & Banking
Japan
$320K +$291K +2,881 +1,162%
JA
265
JLB & Associates
Michigan
$319K +$314K +3,111 New
Ohio Public Employees Retirement System (OPERS)
266
Ohio Public Employees Retirement System (OPERS)
Ohio
$301K +$297K +2,936 New
PA
267
Profund Advisors
Maryland
$300K -$21.4K -212 -7%
ECM
268
Evergreen Capital Management
Washington
$298K -$7.68K -76 -3%
SOW
269
State of Wyoming
Wyoming
$296K -$98.1K -971 -25%
SCM
270
Shelton Capital Management
Colorado
$295K -$21.6K -214 -7%
MGP
271
Metis Global Partners
California
$290K
PFO
272
Pathstone Family Office
New Jersey
$278K +$274K +2,711 New
AA
273
AlphaMark Advisors
Kentucky
$268K +$264K +2,615 New
MML Investors Services
274
MML Investors Services
Massachusetts
$266K +$49.8K +493 +23%
CIM
275
CIM Investment Management
Pennsylvania
$265K

UFPI Hedge Fund Activity: Q3 2023 in Review

362 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2023, worth a combined $5.11B — up 6.1% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UFPI positions and 33 closed out — a net gain of 6 holders — while 121 added to existing stakes and 156 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $138M. The largest seller was Victory Capital Management, cutting an estimated $34.6M.

  • 362 institutional investors held UFP Industries (UFPI) as of Q3 2023, up from 359 in Q2 2023.
  • Funds reported $5.11B of UFP Industries stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 39 funds opened new UFP Industries positions in Q3 2023 and 33 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $138M added.
  • The largest UFP Industries seller in Q3 2023 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.