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UFP Industries

348 hedge funds and large institutions have $3.88B invested in UFP Industries in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

5% more capital invested

Capital invested by funds: $3.69B → $3.88B (+$190M)

3% more funds holding

Funds holding: 338348 (+10)

1.01% more ownership

Funds ownership: 83.02%84.03% (+1%)

8% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.88M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 134

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
125
Reduced
134
Closed
32
Calls
$2.03M
Puts
$1.88M
Net Calls
+$151K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$3.34K
DA
327
Denali Advisors
California
$3.25K -$3.72M -48,659 -100%
AF
328
Allworth Financial
California
$2.93K -$153 -2 -5%
SC
329
Schubert & Co
Texas
$2.38K -$1.15K -15 -33%
RFG
330
RFP Financial Group
Georgia
$2.22K +$2.14K +28 New
GEA
331
Glen Eagle Advisors
New Jersey
$1.51K +$1.45K +19 New
VCM
332
Versant Capital Management
Arizona
$1.51K
SIC
333
SJS Investment Consulting
Ohio
$1.51K +$76 +1 +6%
BIA
334
Bell Investment Advisors
California
$1.51K +$917 +12 +171%
AF
335
Advisornet Financial
Minnesota
$1.51K +$1.45K +19 New
HCP
336
Hexagon Capital Partners
Arkansas
$1.43K -$229 -3 -14%
DI
337
Disciplined Investments
Oklahoma
$1.03K +$153 +2 +18%
FGAM
338
Financial Gravity Asset Management
Texas
$1.02K +$6.04K +79 New
SFG
339
Steward Financial Group
Texas
$1K +$1.76K +23 New
LC
340
Lindbrook Capital
California
$951 -$1.45K -19 -61%
HS
341
Horan Securities
United States
$951 +$917 +12 New
National Bank of Canada
342
National Bank of Canada
Quebec, Canada
$950
CWP
343
Concord Wealth Partners
Virginia
$872 +$840 +11 New
ECM
344
Everence Capital Management
Indiana
$719
FFA
345
Farther Finance Advisors
California
$476 +$458 +6 New
TWP
346
TFO Wealth Partners
Ohio
$148 +$382 +5 New
HNB
347
Huntington National Bank
Ohio
$79
SVCP
348
Silicon Valley Capital Partners
California
$43 +$76 +1 New
BNP Paribas Financial Markets
349
BNP Paribas Financial Markets
France
-$2.99M -41,496 Closed
JF
350
Jump Financial
Illinois
-$2.79M -38,700 Closed

UFPI Hedge Fund Activity: Q4 2022 in Review

348 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2022, worth a combined $3.88B — up 5.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UFPI positions and 32 closed out — a net gain of 16 holders — while 125 added to existing stakes and 134 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $26.6M. The largest seller was Loomis, Sayles & Company, cutting an estimated $20M.

  • 348 institutional investors held UFP Industries (UFPI) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $3.88B of UFP Industries stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 48 funds opened new UFP Industries positions in Q4 2022 and 32 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q4 2022 was Victory Capital Management, an estimated $26.6M added.
  • The largest UFP Industries seller in Q4 2022 was Loomis, Sayles & Company, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2022.