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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
JSW
276
Journey Strategic Wealth
New Jersey
$399K
SCA
277
Snowden Capital Advisors
New York
$394K -$6.74K -58 -2%
SAI
278
Systematic Alpha Investments
New Jersey
$394K
CIM
279
Cambria Investment Management
California
$392K -$32.9K -283 -8%
PCM
280
Penserra Capital Management
California
$390K +$197K +1,692 +114%
MLICM
281
Metropolitan Life Insurance Company (MetLife)
New York
$388K -$28.7K -247 -7%
BF
282
BOK Financial
Oklahoma
$387K +$194K +1,674 +108%
ECM
283
Evergreen Capital Management
Washington
$372K +$14.8K +127 +4%
A
284
AlphaQuest
New York
$370K +$349K +3,006 New
SOW
285
State of Wyoming
Wyoming
$363K +$30.7K +264 +10%
ET
286
Entropy Technologies
New York
$363K +$343K +2,955 New
KWM
287
Kolinsky Wealth Management
New Jersey
$362K +$349 +3 +0.1%
IAN
288
Integrated Advisors Network
Texas
$361K -$69.8K -601 -17%
XT
289
XTX Topco
Cayman Islands
$359K +$339K +2,922 New
Bessemer Group
290
Bessemer Group
New Jersey
$356K -$2.49M -21,411 -88%
QPW
291
Quantum Private Wealth
Florida
$356K +$336K +2,894 New
Ohio Public Employees Retirement System (OPERS)
292
Ohio Public Employees Retirement System (OPERS)
Ohio
$356K -$3.02K -26 -0.9%
SAM
293
Shell Asset Management
Netherlands
$354K -$37.3K -321 -9%
IWC
294
Integrated Wealth Concepts
Massachusetts
$348K -$32.9K -283 -9%
MGP
295
Metis Global Partners
California
$348K
Cetera Investment Advisers
296
Cetera Investment Advisers
Illinois
$347K +$70.5K +607 +27%
M&T Bank
297
M&T Bank
New York
$344K +$32.2K +277 +11%
Envestnet Portfolio Solutions
298
Envestnet Portfolio Solutions
Illinois
$333K -$28.5K -245 -8%
SCM
299
Shelton Capital Management
Colorado
$330K
EWM
300
Empirical Wealth Management
Washington
$325K +$8.95K +77 +3%

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.