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UFP Industries
UFPI

Overview Fund Activity

387 hedge funds and large institutions have $6.37B invested in UFP Industries in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+25
Holders Change %
+6.91%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
116
Reduced
156
Closed
29
Calls
$21.4M
Puts
$4.51M
Net Calls
+$16.8M
Net Calls Change
+$7.65M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$396M
2
Morgan Stanley
Morgan Stanley
New York
$108M
3
BlackRock
BlackRock
New York
$1.07B
4
Wells Fargo
Wells Fargo
California
$51.7M
5
Norges Bank
Norges Bank
Norway
$86.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$180M
2
Victory Capital Management
Victory Capital Management
Texas
$154M
3
Franklin Resources
Franklin Resources
California
$161M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$302M
5
AQR Capital Management
AQR Capital Management
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
251
Park Avenue Securities
New York
$502K -$30.9K -246 -6%
MPM
252
Meritage Portfolio Management
Kansas
$480K +$9.91K +79 +2%
IAN
253
Integrated Advisors Network
Texas
$444K +$444K +3,534 New
AMR
254
Asset Management Resources
Massachusetts
$437K -$30.8K -245 -7%
SAM
255
Shell Asset Management
Netherlands
$437K -$130K -1,036 -23%
PA
256
Profund Advisors
Maryland
$436K +$67.2K +535 +18%
CIM
257
Cambria Investment Management
California
$435K +$435K +3,466 New
MLICM
258
Metropolitan Life Insurance Company (MetLife)
New York
$427K -$7.16K -57 -2%
Capstone Investment Advisors
259
Capstone Investment Advisors
New York
$424K +$424K +3,381 New
AWA
260
Arkadios Wealth Advisors
Georgia
$412K +$4.39K +35 +1%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$410K -$750K -5,970 -65%
SCA
262
Snowden Capital Advisors
New York
$409K -$11.4K -91 -3%
JSW
263
Journey Strategic Wealth
New Jersey
$407K – – –
SAI
264
Systematic Alpha Investments
New Jersey
$402K – – –
KI
265
Kapitalo Investimentos
Brazil
$398K +$76.7K +611 +24%
IWC
266
Integrated Wealth Concepts
Massachusetts
$391K +$391K +3,116 New
EI
267
Ethic Inc
New York
$376K +$376K +2,991 New
Envestnet Portfolio Solutions
268
Envestnet Portfolio Solutions
Illinois
$371K -$29.3K -233 -7%
KWM
269
Kolinsky Wealth Management
New Jersey
$369K +$369K +2,942 New
Ohio Public Employees Retirement System (OPERS)
270
Ohio Public Employees Retirement System (OPERS)
Ohio
$366K -$2.13K -17 -0.6%
ECM
271
Evergreen Capital Management
Washington
$364K -$1.26K -10 -0.3%
AC
272
AXQ Capital
New Jersey
$358K +$358K +2,850 New
MGP
273
Metis Global Partners
California
$355K – – –
SOW
274
State of Wyoming
Wyoming
$338K -$25.4K -202 -7%
SCM
275
Shelton Capital Management
Colorado
$336K -$25K -199 -7%
9 10
11
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