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UFP Industries

348 hedge funds and large institutions have $3.88B invested in UFP Industries in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

5% more capital invested

Capital invested by funds: $3.69B → $3.88B (+$190M)

3% more funds holding

Funds holding: 338348 (+10)

1.01% more ownership

Funds ownership: 83.02%84.03% (+1%)

8% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.88M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 134

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
125
Reduced
134
Closed
32
Calls
$2.03M
Puts
$1.88M
Net Calls
+$151K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SignatureFD
Georgia
$15.7K -$153 -2 -1%
MCC
302
Money Concepts Capital
Florida
$15.5K -$232K -3,035 -94%
PI
303
PEAK6 Investments
Illinois
$15.1K -$78.3K -1,025 -84%
QL
304
Quarry LP
New York
$13.2K +$12.8K +167 New
STCOSD
305
Sageworth Trust Company of South Dakota
South Dakota
$13K
CA
306
Centerpoint Advisors
Massachusetts
$13K +$12.1K +159 New
PFBT
307
Parkside Financial Bank & Trust
Missouri
$11.8K
SPIA
308
Steward Partners Investment Advisory
New York
$11.1K +$5.35K +70 +100%
CWA
309
Clearview Wealth Advisors
Oregon
$10.9K +$76 +1 +0.7%
PA
310
Parallel Advisors
California
$9.51K -$1.15K -15 -11%
SWM
311
Sugarloaf Wealth Management
Georgia
$9.51K
MPCL
312
My Personal CFO LLC
Washington
$9.04K +$8.71K +114 New
BBHC
313
Brown Brothers Harriman & Co
New York
$8.72K
WT
314
Whittier Trust
California
$8.72K +$8.4K +110 New
PTC
315
Private Trust Company
Ohio
$8K -$611 -8 -8%
PPC
316
Park Place Capital
Alabama
$8K +$7.26K +95 New
CCA
317
Column Capital Advisors
Indiana
$7.13K +$6.88K +90 New
ST
318
Sageworth Trust
Pennsylvania
$6K
AAP
319
Arax Advisory Partners
Colorado
$5.34K
JWA
320
JFS Wealth Advisors
Pennsylvania
$5.15K +$306 +4 +7%
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$5K +$917 +12 +21%
CTC
322
Central Trust Company
Missouri
$4.91K
NA
323
NewEdge Advisors
Louisiana
$4.8K +$33K +432 New
CPG
324
Cornerstone Planning Group
New Jersey
$3.79K +$3.44K +45 New
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$3.73K +$229 +3 +7%

UFPI Hedge Fund Activity: Q4 2022 in Review

348 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2022, worth a combined $3.88B — up 5.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UFPI positions and 32 closed out — a net gain of 16 holders — while 125 added to existing stakes and 134 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $26.6M. The largest seller was Loomis, Sayles & Company, cutting an estimated $20M.

  • 348 institutional investors held UFP Industries (UFPI) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $3.88B of UFP Industries stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 48 funds opened new UFP Industries positions in Q4 2022 and 32 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q4 2022 was Victory Capital Management, an estimated $26.6M added.
  • The largest UFP Industries seller in Q4 2022 was Loomis, Sayles & Company, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2022.