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UFP Industries
UFPI

Overview Fund Activity

359 hedge funds and large institutions have $4.82B invested in UFP Industries in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
-5
Holders Change %
-1.37%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
51
Increased
138
Reduced
126
Closed
53
Calls
$4.55M
Puts
$1.89M
Net Calls
+$2.66M
Net Calls Change
+$5.19M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$31.2M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$25.8M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$18.6M
4
Man Group
Man Group
United Kingdom
+$14.8M
5
BlackRock
BlackRock
New York
+$14.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$62.2M
2
Millennium Management
Millennium Management
New York
-$36.1M
3
WHG
Westwood Holdings Group
Texas
-$31.9M
4
CCM
Copeland Capital Management
Pennsylvania
-$24.5M
5
Franklin Resources
Franklin Resources
California
-$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWS
326
Buck Wealth Strategies
Colorado
$16.3K +$16.3K +168 New
CWA
327
Clearview Wealth Advisors
Oregon
$13.4K +$97 +1 +0.7%
HCA
328
Harbor Capital Advisors
Illinois
$12.6K +$12.6K +130 New
PA
329
Parallel Advisors
California
$12.5K +$873 +9 +8%
SWM
330
Sugarloaf Wealth Management
Georgia
$11.6K – – –
PTC
331
Private Trust Company
Ohio
$10.1K +$2.04K +21 +25%
CA
332
Centerpoint Advisors
Massachusetts
$10K -$6.94K -75 -41%
PPC
333
Park Place Capital
Alabama
$9.22K – – –
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$8.64K +$1.46K +15 +20%
AAP
335
Arax Advisory Partners
Colorado
$8.6K +$869 +9 +11%
GWSG
336
GPS Wealth Strategies Group
Colorado
$7.76K +$7.76K +80 New
CTC
337
Central Trust Company
Missouri
$6.02K – – –
JWA
338
JFS Wealth Advisors
Pennsylvania
$5.82K -$194 -2 -3%
DA
339
Denali Advisors
California
$5.53K +$291 +3 +6%
RCM
340
Raleigh Capital Management
North Carolina
$5.44K +$5.44K +56 New
HNB
341
Huntington National Bank
Ohio
$5.05K +$4.95K +51 +5,100%
CPG
342
Cornerstone Planning Group
New Jersey
$4.37K +$4.37K +45 New
AF
343
Allworth Financial
California
$3.59K – – –
AWM
344
Avior Wealth Management
Nebraska
$3.49K +$3.49K +36 New
LC
345
Lindbrook Capital
California
$3.01K +$388 +4 +15%
VCM
346
Versant Capital Management
Arizona
$2.81K +$970 +10 +53%
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$2.72K – – –
RFG
348
RFP Financial Group
Georgia
$2.72K – – –
AF
349
Advisornet Financial
Minnesota
$2.23K +$485 +5 +28%
IA
350
IFP Advisors
Florida
$1.65K -$48.5K -500 -97%
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