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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
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$754 -10 -13%
AAP
302
Arax Advisory Partners
Colorado
$5K -$377 -5 -7%
CTC
303
Central Trust Company
Missouri
$5K
ST
304
Sageworth Trust
Pennsylvania
$5K
BTI
305
Blue Trust Inc
Georgia
$5K +$4.9K +65 New
GRP
306
Global Retirement Partners
California
$4K +$1.21K +16 +37%
SC
307
Schubert & Co
Texas
$2K +$1.28K +17 +106%
HCP
308
Hexagon Capital Partners
Arkansas
$2K +$2.19K +29 New
MF
309
Magnetar Financial
Illinois
$1.28K +$1.41M +18,739 New
JWA
310
JFS Wealth Advisors
Pennsylvania
$1K -$2.11K -28 -56%
Federated Hermes
311
Federated Hermes
Pennsylvania
$1K -$377 -5 -42%
DI
312
Disciplined Investments
Oklahoma
$1K +$151 +2 +14%
GWS
313
Glassman Wealth Services
Virginia
$1K +$226 +3 +19%
LC
314
Lindbrook Capital
California
$1K +$603 +8 +80%
SWM
315
Spire Wealth Management
Virginia
$1K +$1.13K +15 New
SPIA
316
Steward Partners Investment Advisory
New York
$1K +$1.43K +19 New
SFG
317
Steward Financial Group
Texas
$1K +$1.73K +23 New
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$529 -$747K -9,913 -56%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
319
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14M -181,800 Closed
BL
320
BFSG LLC
California
-$2.45M -31,758 Closed
CPO
321
Cerity Partners OCIO
New York
-$2.38M -30,800 Closed
Canada Pension Plan Investment Board
322
Canada Pension Plan Investment Board
Ontario, Canada
-$1.62M -21,000 Closed
GCM
323
Graham Capital Management
Connecticut
-$1.22M -15,848 Closed
GCP
324
GSA Capital Partners
United Kingdom
-$1.17M -15,103 Closed
PP
325
PDT Partners
New York
-$1.08M -13,996 Closed

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.