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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$75.2K +$1.71K +20 +2%
BAM
302
Byrne Asset Management
New Jersey
$74K +$80K +935 New
OIA
303
Optimum Investment Advisors
Illinois
$71.5K
CFGS
304
Concourse Financial Group Securities
Alabama
$65.6K +$3.17K +37 +5%
BWM
305
Baystate Wealth Management
Massachusetts
$62.2K +$7.1K +83 +12%
IGWM
306
ICA Group Wealth Management
Colorado
$59.6K
ETC
307
Exchange Traded Concepts
Oklahoma
$59.4K -$8.73K -102 -12%
FHA
308
First Horizon Advisors
Tennessee
$53.6K
AssetMark Inc
309
AssetMark Inc
California
$53.4K +$599 +7 +1%
MAM
310
Meeder Asset Management
Ohio
$49.9K
PI
311
PineBridge Investments
New York
$47.8K
BFEC
312
Benjamin F. Edwards & Company
Missouri
$38K
Nomura Asset Management
313
Nomura Asset Management
Japan
$33.4K
TWA
314
TCI Wealth Advisors
Arizona
$33K
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$30K +$2.74K +32 +9%
TIM
316
Tortoise Investment Management
New York
$27.7K
GRP
317
Global Retirement Partners
California
$27.1K +$24.6K +287 +683%
VFA
318
Virtus Fund Advisers
Connecticut
$27K
ASN
319
Advisory Services Network
Georgia
$24K +$4.36K +51 +20%
PI
320
PEAK6 Investments
Illinois
$23.8K +$9.41K +110 +58%
CA
321
Clearstead Advisors
Ohio
$23.2K
IA
322
IFP Advisors
Florida
$21.1K -$60.5K -707 -58%
QL
323
Quarry LP
New York
$20.3K +$7.53K +88 +53%
NA
324
NewEdge Advisors
Louisiana
$19.3K -$16.2K -189 -44%
EWA
325
EverSource Wealth Advisors
Alabama
$17.5K -$3.94K -46 -17%

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.