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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 %
NA
276
NewEdge Advisors
Louisiana
$326K +$299K +2,604 +1,103%
CIM
277
CIM Investment Management
Pennsylvania
$325K – – –
PCS
278
Personal CFO Solutions
New Jersey
$322K -$1.26K -10 -0.4%
EWM
279
Empirical Wealth Management
Washington
$322K +$14.9K +119 +5%
DA
280
Duality Advisers
Florida
$319K +$319K +2,543 New
M&T Bank
281
M&T Bank
New York
$316K +$316K +2,517 New
BEI
282
Benjamin Edwards Inc
Missouri
$304K +$6.92K +55 +2%
DWM
283
Dakota Wealth Management
Florida
$302K -$4.52K -36 -1%
FFM
284
Forum Financial Management
Illinois
$300K +$300K +2,386 New
LSAG
285
Lake Street Advisors Group
New Hampshire
$297K +$297K +2,368 New
PS
286
Principal Securities
Iowa
$290K +$290K +2,311 New
MML Investors Services
287
MML Investors Services
Massachusetts
$290K -$35.2K -281 -11%
LSV Asset Management
288
LSV Asset Management
Illinois
$289K – – –
EI
289
Ellevest Inc
New York
$288K +$288K +2,295 New
CCM
290
Coldstream Capital Management
Washington
$285K -$4.52K -36 -2%
C
291
Certuity
Florida
$281K +$281K +2,238 New
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$278K -$6.4K -51 -2%
SPIA
293
Steward Partners Investment Advisory
New York
$278K +$278K +2,216 New
CI Investments Inc
294
CI Investments Inc
Ontario, Canada
$275K +$24.9K +199 +10%
FFP
295
FourThought Financial Partners
Florida
$266K +$266K +2,118 New
AWG
296
Altus Wealth Group
Colorado
$263K – – –
RGC
297
Roberts, Glore & Co
Illinois
$256K -$9.79K -78 -4%
IA
298
IFG Advisory
Georgia
$248K – – –
VF
299
Vest Financial
Virginia
$241K +$241K +1,918 New
TA
300
TFG Advisers
Michigan
$223K +$223K +1,779 New
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