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UFP Industries

426 hedge funds and large institutions have $6.21B invested in UFP Industries in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.42M

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

10% more funds holding

Funds holding: 387426 (+39)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 82.14%82.14% (+0%)

3% less capital invested

Capital invested by funds: $6.37B → $6.21B (-$162M)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
157
Closed
30
Calls
$11.7M
Puts
$3.42M
Net Calls
+$8.33M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
251
Jefferies Financial Group
New York
$594K -$285K -2,456 -34%
BHCM
252
Brevan Howard Capital Management
Jersey
$593K -$2.9K -25 -0.5%
FC
253
FORA Capital
Florida
$591K +$558K +4,807 New
KeyBank National Association
254
KeyBank National Association
Ohio
$590K -$18.6K -160 -3%
DAM
255
Delta Asset Management
Tennessee
$585K
SI
256
Shaker Investments
Ohio
$559K +$528K +4,545 New
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$551K +$4.65K +40 +0.9%
MM
258
MQS Management
New York
$550K +$520K +4,475 New
MWPCG
259
Measured Wealth Private Client Group
New Hampshire
$540K +$32.5K +280 +7%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$531K -$455K -3,919 -48%
ATC
261
Argent Trust Co
Tennessee
$518K +$22.9K +197 +5%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$506K -$2.21K -19 -0.5%
AI
263
AdvisorShares Investments
Maryland
$499K
RJT
264
Raymond James Trust
Florida
$494K -$6.86K -59 -1%
AWM
265
Apollon Wealth Management
South Carolina
$492K -$45.9K -395 -9%
HF
266
HRT Financial
New York
$487K +$461K +3,966 New
CC
267
Centiva Capital
New York
$474K -$139K -1,193 -24%
SG Americas Securities
268
SG Americas Securities
New York
$465K +$303K +2,609 +223%
PA
269
Profund Advisors
Maryland
$463K +$33.9K +292 +8%
JWCA
270
J.W. Coons Advisors
Ohio
$447K -$88.9K -765 -17%
MPM
271
Meritage Portfolio Management
Kansas
$445K -$24.3K -209 -5%
DTL
272
Dynamic Technology Lab
Singapore
$442K +$417K +3,593 New
KI
273
Kapitalo Investimentos
Brazil
$418K +$25.9K +223 +7%
EI
274
Ethic Inc
New York
$407K +$37.1K +319 +11%
AWA
275
Arkadios Wealth Advisors
Georgia
$400K -$4.18K -36 -1%

UFPI Hedge Fund Activity: Q1 2024 in Review

426 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2024, worth a combined $6.21B — down 2.5% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UFPI positions and 30 closed out — a net gain of 42 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $44.6M.

  • 426 institutional investors held UFP Industries (UFPI) as of Q1 2024, up from 387 in Q4 2023.
  • Funds reported $6.21B of UFP Industries stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 72 funds opened new UFP Industries positions in Q1 2024 and 30 closed out, a net change of +42 holders.
  • The largest UFP Industries buyer in Q1 2024 was Fidelity Investments, an estimated $45M added.
  • The largest UFP Industries seller in Q1 2024 was Morgan Stanley, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2024.