UFPI icon

UFP Industries
UFPI

Overview Fund Activity

437 hedge funds and large institutions have $6.49B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 161 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+11
Holders Change %
+2.58%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
161
Closed
43
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$43.9M
2
Franklin Resources
Franklin Resources
California
$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$215M
4
Invesco
Invesco
Georgia
$103M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$26.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$146M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$260M
3
BlackRock
BlackRock
New York
$1.09B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$72.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Apollon Wealth Management
South Carolina
$511K -$2.62K -20 -0.5%
PM
252
Parametrica Management
Hong Kong
$509K +$509K +3,876 New
OQS
253
Occudo Quantitative Strategies
Florida
$504K +$181K +1,382 +56%
JWCA
254
J.W. Coons Advisors
Ohio
$489K +$24.9K +190 +5%
Balyasny Asset Management
255
Balyasny Asset Management
Illinois
$488K -$9.82M -74,841 -95%
FC
256
FORA Capital
Florida
$487K +$148K +1,131 +44%
CWP
257
Curated Wealth Partners
California
$475K – – –
PP
258
Paloma Partners
Connecticut
$474K +$474K +3,616 New
YIH
259
Y-Intercept (HK)
Hong Kong
$473K +$473K +3,604 New
ACM
260
Aquatic Capital Management
Illinois
$472K -$459K -3,500 -49%
Osaic Holdings
261
Osaic Holdings
Arizona
$472K +$197K +1,500 +72%
DADC
262
D.A. Davidson & Co
Montana
$467K -$1.5M -11,460 -76%
JSW
263
Journey Strategic Wealth
New Jersey
$467K +$18K +137 +4%
SG Americas Securities
264
SG Americas Securities
New York
$455K +$70.5K +537 +18%
NWAG
265
Net Worth Advisory Group
Utah
$440K +$440K +3,350 New
SAI
266
Systematic Alpha Investments
New Jersey
$420K – – –
SCA
267
Snowden Capital Advisors
New York
$419K -$16.9K -129 -4%
SAM
268
Shell Asset Management
Netherlands
$414K +$414K +3,157 New
AAS
269
Avantax Advisory Services
Texas
$412K +$1.84K +14 +0.4%
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$410K +$410K +3,125 New
CAMG
271
CWA Asset Management Group
Florida
$408K +$408K +3,110 New
EI
272
Ethic Inc
New York
$407K -$16.5K -134 -4%
HSBC Holdings
273
HSBC Holdings
United Kingdom
$405K -$460K -3,494 -53%
ECM
274
Evergreen Capital Management
Washington
$400K -$3.15K -24 -0.8%
M&T Bank
275
M&T Bank
New York
$397K +$58.5K +446 +17%
9 10
11
12 13