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UFP Industries

318 hedge funds and large institutions have $3.45B invested in UFP Industries in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 82.5%81.58% (-0.92%)

4% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 124

5% less funds holding

Funds holding: 336318 (-18)

13% less capital invested

Capital invested by funds: $3.96B → $3.45B (-$505M)

23% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $2.04M

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
318
Holders Change
-18
Holders Change %
-5.36%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
119
Reduced
124
Closed
43
Calls
$1.57M
Puts
$2.04M
Net Calls
-$472K
Net Calls Change
-$795K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
276
PineBridge Investments
New York
$41K +$37.8K +502 +502%
CCM
277
Covington Capital Management
California
$34K -$5.95K -79 -14%
BFEC
278
Benjamin F. Edwards & Company
Missouri
$34K
Nomura Asset Management
279
Nomura Asset Management
Japan
$28.6K
PCG
280
Private Capital Group
Connecticut
$27K +$75 +1 +0.3%
HS
281
Horan Securities
United States
$24K -$40.8K -541 -62%
QCG
282
Quadrant Capital Group
Ohio
$24K -$31.5K -418 -54%
TIM
283
Tortoise Investment Management
New York
$24K
CA
284
Clearstead Advisors
Ohio
$20K
AAM
285
Advisors Asset Management
Colorado
$19K -$678 -9 -3%
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$18K -$15.7K -208 -44%
TWA
287
TCI Wealth Advisors
Arizona
$18K -$12K -159 -38%
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$18K +$4.97K +66 +31%
Simplex Trading
289
Simplex Trading
Illinois
$18K +$10.6K +140 +107%
S
290
SignatureFD
Georgia
$16K +$2.56K +34 +17%
STCOSD
291
Sageworth Trust Company of South Dakota
South Dakota
$14K -$2.94K -39 -16%
PMFA
292
Plante Moran Financial Advisors
Michigan
$14K
CA
293
Crewe Advisors
Utah
$14K +$15.8K +210 New
PA
294
Parallel Advisors
California
$9K -$7.99K -106 -45%
CWA
295
Clearview Wealth Advisors
Oregon
$9K +$75 +1 +0.7%
PFBT
296
Parkside Financial Bank & Trust
Missouri
$9K +$603 +8 +6%
VCM
297
Versant Capital Management
Arizona
$8K
MAM
298
Meeder Asset Management
Ohio
$7K -$105K -1,399 -93%
BBHC
299
Brown Brothers Harriman & Co
New York
$7K -$980 -13 -11%
PTC
300
Private Trust Company
Ohio
$7K +$7.38K +98 New

UFPI Hedge Fund Activity: Q2 2022 in Review

318 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2022, worth a combined $3.45B — down 13% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UFPI and 31 opened new positions — a net loss of 12 holders — while 124 trimmed existing stakes and 119 added.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $14M sold.

  • 318 institutional investors held UFP Industries (UFPI) as of Q2 2022, down from 336 in Q1 2022.
  • Funds reported $3.45B of UFP Industries stock for Q2 2022, down 13% quarter-over-quarter.
  • 31 funds opened new UFP Industries positions in Q2 2022 and 43 closed out, a net change of -12 holders.
  • The largest UFP Industries buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest UFP Industries seller in Q2 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2022.