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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Crewe Advisors
Utah
$16.7K
S
327
SignatureFD
Georgia
$16.6K +$941 +11 +6%
WT
328
Whittier Trust
California
$16.5K +$8.39K +98 +89%
PMFA
329
Plante Moran Financial Advisors
Michigan
$16.1K
CA
330
Centerpoint Advisors
Massachusetts
$15K +$2.05K +24 +15%
STCOSD
331
Sageworth Trust Company of South Dakota
South Dakota
$13.2K
CWA
332
Clearview Wealth Advisors
Oregon
$10.9K
PA
333
Parallel Advisors
California
$9.54K
SWM
334
Sugarloaf Wealth Management
Georgia
$9.54K
PPC
335
Park Place Capital
Alabama
$7.55K
PTC
336
Private Trust Company
Ohio
$6.6K -$1.28K -15 -15%
AAP
337
Arax Advisory Partners
Colorado
$6.39K +$1.11K +13 +19%
ST
338
Sageworth Trust
Pennsylvania
$6.04K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$5.88K +$513 +6 +9%
JWA
340
JFS Wealth Advisors
Pennsylvania
$4.93K -$257 -3 -5%
CTC
341
Central Trust Company
Missouri
$4.93K
DA
342
Denali Advisors
California
$4.29K +$1.11K +13 +32%
SC
343
Schubert & Co
Texas
$3.1K +$770 +9 +30%
SFG
344
Steward Financial Group
Texas
$3K +$2.14K +25 +109%
VNA
345
Valley National Advisers
Pennsylvania
$3K +$3.42K +40 New
AF
346
Allworth Financial
California
$2.94K
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$2.23K -$1.63K -19 -40%
RFG
348
RFP Financial Group
Georgia
$2.23K
LC
349
Lindbrook Capital
California
$2.15K +$1.28K +15 +125%
BFPW
350
BOK Financial Private Wealth
Colorado
$1.75K +$1.88K +22 New

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.