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UFP Industries
UFPI

Overview Fund Activity

387 hedge funds and large institutions have $6.37B invested in UFP Industries in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+25
Holders Change %
+6.91%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
116
Reduced
156
Closed
29
Calls
$21.4M
Puts
$4.51M
Net Calls
+$16.8M
Net Calls Change
+$7.65M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$396M
2
Morgan Stanley
Morgan Stanley
New York
$108M
3
BlackRock
BlackRock
New York
$1.07B
4
Wells Fargo
Wells Fargo
California
$51.7M
5
Norges Bank
Norges Bank
Norway
$86.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$180M
2
Victory Capital Management
Victory Capital Management
Texas
$154M
3
Franklin Resources
Franklin Resources
California
$161M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$302M
5
AQR Capital Management
AQR Capital Management
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
301
Verdence Capital Advisors
Maryland
$221K +$221K +1,756 New
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$218K +$218K +1,740 New
Royal London Asset Management
303
Royal London Asset Management
United Kingdom
$216K – – –
SI
304
Stephens Inc
Arkansas
$215K -$1.83M -14,610 -90%
CL
305
CIM LLC
New York
$214K +$214K +1,922 New
RF
306
RHS Financial
California
$211K +$211K +1,680 New
BRWA
307
B. Riley Wealth Advisors
Florida
$201K +$201K +1,605 New
OPS
308
Orion Portfolio Solutions
Nebraska
$201K +$201K +1,671 New
BCI
309
Brinker Capital Investments
Pennsylvania
$201K +$201K +1,671 New
HNB
310
Huntington National Bank
Ohio
$195K +$185K +1,475 +1,967%
BF
311
BOK Financial
Oklahoma
$195K +$2.26K +18 +1%
PCM
312
Penserra Capital Management
California
$186K +$63.8K +509 +52%
QCG
313
Quadrant Capital Group
Ohio
$170K +$10.2K +81 +6%
LWANC
314
Laurel Wealth Advisors (North Carolina)
North Carolina
$161K – – –
SG Americas Securities
315
SG Americas Securities
New York
$147K -$303K -2,418 -67%
N
316
Natixis
France
$147K -$6.91K -55 -4%
CSC
317
Caldwell Sutter Capital
California
$126K – – –
C
318
Covestor
United Kingdom
$125K -$10.6K -84 -8%
AIC
319
Archer Investment Corporation
Indiana
$119K – – –
ME
320
McIlrath & Eck
Washington
$115K -$28.4K -226 -20%
AssetMark Inc
321
AssetMark Inc
California
$110K +$16.2K +129 +17%
ETC
322
Exchange Traded Concepts
Oklahoma
$103K +$6.78K +54 +7%
IGWM
323
ICA Group Wealth Management
Colorado
$94.2K +$94.2K +750 New
PS
324
Planned Solutions
California
$87.9K +$87.9K +700 New
CFGS
325
Concourse Financial Group Securities
Alabama
$79.5K +$2.13K +17 +3%
11 12
13
14 15