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UFP Industries

439 hedge funds and large institutions have $6.58B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $5.58B → $6.58B (+$1B)

3% more funds holding

Funds holding: 426439 (+13)

1.58% more ownership

Funds ownership: 80.68%82.26% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

Holders
439
Holders Change
+13
Holders Change %
+3.05%
% of All Funds
6.3%
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
162
Closed
42
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
276
M&T Bank
New York
$397K +$53.9K +446 +17%
PA
277
Profund Advisors
Maryland
$396K +$2.78K +23 +0.8%
VA
278
Vident Advisory
Georgia
$392K +$18.8K +156 +6%
KWM
279
Kolinsky Wealth Management
New Jersey
$387K +$604 +5 +0.2%
BFM
280
Boothbay Fund Management
New York
$383K +$353K +2,922 New
CL
281
Choreo LLC
Illinois
$383K +$115K +949 +48%
Bessemer Group
282
Bessemer Group
New Jersey
$375K +$12.1K +100 +4%
BEI
283
Benjamin Edwards Inc
Missouri
$375K +$36.3K +301 +12%
KIM
284
Kestra Investment Management
Texas
$373K +$343K +2,844 New
HW
285
Hancock Whitney
Mississippi
$371K -$15.5K -128 -4%
AA
286
AlphaMark Advisors
Kentucky
$360K +$331K +2,743 New
IWC
287
Integrated Wealth Concepts
Massachusetts
$357K -$15.5K -128 -4%
QPW
288
Quantum Private Wealth
Florida
$352K
PIM
289
Penobscot Investment Management
Massachusetts
$347K +$319K +2,645 New
MWPCG
290
Measured Wealth Private Client Group
New Hampshire
$342K -$30.2K -250 -9%
MGP
291
Metis Global Partners
California
$338K -$30.2K -250 -9%
EI
292
Ellevest Inc
New York
$331K -$20.9K -173 -6%
SA
293
SpiderRock Advisors
Delaware
$330K -$4.59K -38 -1%
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$328K -$845 -7 -0.3%
CIM
295
Cambria Investment Management
California
$325K -$6.64K -55 -2%
QCM
296
Quantinno Capital Management
New York
$321K +$296K +2,450 New
SCM
297
Shelton Capital Management
Colorado
$318K -$11.4K -94 -4%
PCS
298
Personal CFO Solutions
New Jersey
$316K -$5.43K -45 -2%
FFM
299
Forum Financial Management
Illinois
$314K +$121 +1 +0%
NEI
300
Northwest & Ethical Investments
Ontario, Canada
$312K +$27.2K +225 +10%

UFPI Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2024, worth a combined $6.58B — up 18% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UFPI positions and 42 closed out — a net gain of 16 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $24.8M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q3 2024, up from 426 in Q2 2024.
  • Funds reported $6.58B of UFP Industries stock for Q3 2024, up 18% quarter-over-quarter.
  • 58 funds opened new UFP Industries positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q3 2024 was Boston Partners, an estimated $40.4M added.
  • The largest UFP Industries seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.