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UFP Industries
UFPI

Overview Fund Activity

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
Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.77%
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

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
2
AQR Capital Management
AQR Capital Management
Connecticut
$69.5M
3
WA
Wasatch Advisors
Utah
$32.5M
4
Charles Schwab
Charles Schwab
California
$76.7M
5
Capital International Investors
Capital International Investors
California
$34.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$162M
2
Franklin Resources
Franklin Resources
California
$157M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
5
Millennium Management
Millennium Management
New York
$630K
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
301
McIlrath & Eck
Washington
$117K – – –
C
302
Covestor
United Kingdom
$110K -$66.1K -648 -38%
MAM
303
Meeder Asset Management
Ohio
$104K – – –
CSC
304
Caldwell Sutter Capital
California
$102K – – –
PCM
305
Penserra Capital Management
California
$99K +$99K +976 New
AIC
306
Archer Investment Corporation
Indiana
$97.3K – – –
ETC
307
Exchange Traded Concepts
Oklahoma
$78.4K +$3.28K +32 +4%
BAM
308
Byrne Asset Management
New Jersey
$77K +$77K +750 New
AssetMark Inc
309
AssetMark Inc
California
$76.2K +$8.09K +79 +12%
CFGS
310
Concourse Financial Group Securities
Alabama
$63.1K -$4.1K -40 -6%
HT
311
Headlands Technologies
Illinois
$58.9K +$58.9K +575 New
FHA
312
First Horizon Advisors
Tennessee
$58.2K +$6.76K +66 +13%
OIA
313
Optimum Investment Advisors
Illinois
$49.2K -$43K -420 -47%
SCA
314
Stonebridge Capital Advisors
Minnesota
$46.1K – – –
BTI
315
Blue Trust Inc
Georgia
$46K +$18K +185 +64%
VFA
316
Virtus Fund Advisers
Connecticut
$45.7K +$10.9K +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 -$15.7K -156 -34%
AAM
322
Advisors Asset Management
Colorado
$28.3K +$28.3K +276 New
BWM
323
Baystate Wealth Management
Massachusetts
$25.1K +$103 +1 +0.4%
NA
324
NewEdge Advisors
Louisiana
$24.2K -$717 -7 -3%
QL
325
Quarry LP
New York
$24.1K +$24.1K +235 New
11 12
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