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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$224K +$3.34K +39 +1%
SOW
277
State of Wyoming
Wyoming
$224K -$86.8K -1,014 -26%
GSC
278
Ground Swell Capital
South Carolina
$222K +$239K +2,793 New
GG
279
Golden Green
South Carolina
$221K +$238K +2,784 New
CC
280
Cipher Capital
New York
$217K +$234K +2,730 New
EI
281
Ethic Inc
New York
$216K +$232K +2,716 New
FHB
282
First Hawaiian Bank
Hawaii
$214K +$1.71K +20 +0.7%
LFAS
283
Level Four Advisory Services
Texas
$207K +$222K +2,600 New
Pacer Advisors
284
Pacer Advisors
Pennsylvania
$206K -$30.1M -351,393 -99%
CIM
285
CIM Investment Management
Pennsylvania
$206K +$222K +2,592 New
DFCM
286
Dark Forest Capital Management
Puerto Rico
$200K +$215K +2,512 New
N
287
Natixis
France
$195K -$37.4K -437 -15%
LSV Asset Management
288
LSV Asset Management
Illinois
$183K
IUHSA
289
Itau Unibanco Holding S.A.
Brazil
$171K +$185K +2,157 New
EI
290
Ellevest Inc
New York
$157K +$70.6K +825 +71%
Royal London Asset Management
291
Royal London Asset Management
United Kingdom
$137K
QCG
292
Quadrant Capital Group
Ohio
$126K -$12K -140 -8%
C
293
Covestor
United Kingdom
$117K +$12.3K +144 +11%
BTI
294
Blue Trust Inc
Georgia
$91K +$25.1K +293 +35%
ME
295
McIlrath & Eck
Washington
$90.8K +$8.21K +96 +9%
KI
296
Kapitalo Investimentos
Brazil
$89.1K +$95.9K +1,121 New
AAS
297
Ameritas Advisory Services
Nebraska
$88.4K +$94.4K +1,103 New
Simplex Trading
298
Simplex Trading
Illinois
$86K +$8.47K +99 +10%
CSC
299
Caldwell Sutter Capital
California
$79.5K
AIC
300
Archer Investment Corporation
Indiana
$78.9K +$18.8K +220 +30%

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.