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UFP Industries

439 hedge funds and large institutions have $6.58B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $5.58B → $6.58B (+$1B)

3% more funds holding

Funds holding: 426439 (+13)

1.58% more ownership

Funds ownership: 80.68%82.26% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

Holders
439
Holders Change
+13
Holders Change %
+3.05%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
162
Closed
42
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
301
Lake Street Advisors Group
New Hampshire
$311K +$242 +2 +0.1%
SW
302
SkyOak Wealth
Michigan
$307K +$283K +2,341 New
BA
303
Bridgewater Associates
Connecticut
$307K -$2.19M -18,094 -89%
LSV Asset Management
304
LSV Asset Management
Illinois
$302K
CCM
305
Coldstream Capital Management
Washington
$297K -$4.83K -40 -2%
WDL
306
Well Done LLC
Michigan
$294K +$271K +2,240 New
IWM
307
IHT Wealth Management
Illinois
$285K +$262K +2,172 New
FIM
308
Freedom Investment Management
Connecticut
$281K +$2.9K +24 +1%
VIA
309
Virtus Investment Advisers
Connecticut
$280K -$523K -4,331 -67%
CL
310
CIM LLC
New York
$279K
KTA
311
Keeley-Teton Advisors
Illinois
$276K +$254K +2,100 New
CIM
312
CIM Investment Management
Pennsylvania
$275K
HCMT
313
Highland Capital Management (Tennessee)
Tennessee
$273K +$25.7K +213 +11%
GAM
314
Gotham Asset Management
New York
$273K -$813K -6,729 -76%
SSW
315
Smith Shellnut Wilson
Mississippi
$271K
NRD
316
Nebula Research & Development
New York
$268K -$37.8K -313 -13%
FTWA
317
Fifth Third Wealth Advisors
Ohio
$252K +$4.11K +34 +2%
CSC
318
Caldwell Sutter Capital
California
$249K -$23.7K -196 -9%
MML Investors Services
319
MML Investors Services
Massachusetts
$248K +$228K +1,892 New
SPIA
320
Steward Partners Investment Advisory
New York
$248K -$7K -58 -3%
TA
321
TFG Advisers
Michigan
$246K +$483 +4 +0.2%
MM
322
MQS Management
New York
$240K +$221K +1,830 New
RSWM
323
Robertson Stephens Wealth Management
California
$238K -$604 -5 -0.3%
AC
324
Aristides Capital
Kentucky
$237K +$218K +1,809 New
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$236K +$217K +1,798 New

UFPI Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2024, worth a combined $6.58B — up 18% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UFPI positions and 42 closed out — a net gain of 16 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $24.8M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q3 2024, up from 426 in Q2 2024.
  • Funds reported $6.58B of UFP Industries stock for Q3 2024, up 18% quarter-over-quarter.
  • 58 funds opened new UFP Industries positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q3 2024 was Boston Partners, an estimated $40.4M added.
  • The largest UFP Industries seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.