We are live on ! Find out more
UFPI icon

UFP Industries

362 hedge funds and large institutions have $5.11B invested in UFP Industries in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.41M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

6% more capital invested

Capital invested by funds: $4.82B → $5.11B (+$296M)

1% more funds holding

Funds holding: 359362 (+3)

0.22% more ownership

Funds ownership: 80.23%80.46% (+0.22%)

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 156

Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
121
Reduced
156
Closed
33
Calls
$11.6M
Puts
$2.41M
Net Calls
+$9.2M
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
301
McIlrath & Eck
Washington
$117K
C
302
Covestor
United Kingdom
$110K -$65.5K -648 -38%
MAM
303
Meeder Asset Management
Ohio
$104K
CSC
304
Caldwell Sutter Capital
California
$102K
PCM
305
Penserra Capital Management
California
$99K +$98.6K +976 New
AIC
306
Archer Investment Corporation
Indiana
$97.3K
ETC
307
Exchange Traded Concepts
Oklahoma
$78.4K +$3.23K +32 +4%
BAM
308
Byrne Asset Management
New Jersey
$77K +$75.8K +750 New
AssetMark Inc
309
AssetMark Inc
California
$76.2K +$7.98K +79 +12%
CFGS
310
Concourse Financial Group Securities
Alabama
$63.1K -$4.04K -40 -6%
HT
311
Headlands Technologies
Illinois
$58.9K +$58.1K +575 New
FHA
312
First Horizon Advisors
Tennessee
$58.2K +$6.67K +66 +13%
OIA
313
Optimum Investment Advisors
Illinois
$49.2K -$42.4K -420 -47%
SCA
314
Stonebridge Capital Advisors
Minnesota
$46.1K
BTI
315
Blue Trust Inc
Georgia
$46K +$18.7K +185 +64%
VFA
316
Virtus Fund Advisers
Connecticut
$45.7K +$10.7K +106 +31%
Nomura Asset Management
317
Nomura Asset Management
Japan
$43K
CSB
318
City State Bank
Iowa
$36K
TIM
319
Tortoise Investment Management
New York
$35.6K
FMP
320
Financial Management Professionals
Texas
$34K
GRP
321
Global Retirement Partners
California
$30.3K -$15.8K -156 -34%
AAM
322
Advisors Asset Management
Colorado
$28.3K +$27.9K +276 New
BWM
323
Baystate Wealth Management
Massachusetts
$25.1K +$101 +1 +0.4%
NA
324
NewEdge Advisors
Louisiana
$24.2K -$707 -7 -3%
QL
325
Quarry LP
New York
$24.1K +$23.7K +235 New

UFPI Hedge Fund Activity: Q3 2023 in Review

362 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2023, worth a combined $5.11B — up 6.1% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UFPI positions and 33 closed out — a net gain of 6 holders — while 121 added to existing stakes and 156 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $138M. The largest seller was Victory Capital Management, cutting an estimated $34.6M.

  • 362 institutional investors held UFP Industries (UFPI) as of Q3 2023, up from 359 in Q2 2023.
  • Funds reported $5.11B of UFP Industries stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 39 funds opened new UFP Industries positions in Q3 2023 and 33 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $138M added.
  • The largest UFP Industries seller in Q3 2023 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.