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UFP Industries
UFPI

Overview Fund Activity

362 hedge funds and large institutions have $5.11B invested in UFP Industries in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
121
Reduced
156
Closed
33
Calls
$11.6M
Puts
$2.41M
Net Calls
+$9.2M
Net Calls Change
+$6.54M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
2
AQR Capital Management
AQR Capital Management
Connecticut
$69.5M
3
WA
Wasatch Advisors
Utah
$32.5M
4
Charles Schwab
Charles Schwab
California
$76.7M
5
Capital International Investors
Capital International Investors
California
$34.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$162M
2
Franklin Resources
Franklin Resources
California
$157M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
5
Millennium Management
Millennium Management
New York
$630K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
326
EverSource Wealth Advisors
Alabama
$23.2K -$3.17K -31 -12%
Simplex Trading
327
Simplex Trading
Illinois
$22K -$128K -1,280 -85%
S
328
SignatureFD
Georgia
$21.8K +$716 +7 +3%
WT
329
Whittier Trust
California
$21.3K – – –
PA
330
Parallel Advisors
California
$21.2K +$7.99K +78 +60%
PMFA
331
Plante Moran Financial Advisors
Michigan
$20.7K – – –
CA
332
Centerpoint Advisors
Massachusetts
$15K +$3.67K +35 +32%
PTC
333
Private Trust Company
Ohio
$13K +$2.36K +23 +22%
SWM
334
Sugarloaf Wealth Management
Georgia
$12.3K – – –
AGWCA
335
Annis Gardner Whiting Capital Advisors
Florida
$11.5K +$11.5K +112 New
PPC
336
Park Place Capital
Alabama
$9.73K – – –
AAP
337
Arax Advisory Partners
Colorado
$9.18K +$102 +1 +1%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$8.29K -$819 -8 -9%
GWSG
339
GPS Wealth Strategies Group
Colorado
$8.19K – – –
HNB
340
Huntington National Bank
Ohio
$7.68K +$2.36K +23 +44%
AF
341
Allworth Financial
California
$6.96K +$3.18K +31 +84%
JWA
342
JFS Wealth Advisors
Pennsylvania
$6.45K +$307 +3 +5%
SFG
343
Steward Financial Group
Texas
$6K +$6K +59 New
DA
344
Denali Advisors
California
$5.94K +$102 +1 +2%
LFA
345
LGT Financial Advisors
Texas
$5.53K +$5.53K +54 New
LC
346
Lindbrook Capital
California
$5.02K +$1.84K +18 +58%
CTC
347
Central Trust Company
Missouri
$4.2K -$2.15K -21 -34%
Mitsubishi UFJ Asset Management
348
Mitsubishi UFJ Asset Management
Japan
$3.38K +$3.38K +33 New
VCM
349
Versant Capital Management
Arizona
$2.97K – – –
BIA
350
Bell Investment Advisors
California
$2.87K +$1.43K +14 +100%
12 13
14
15 16