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UFP Industries

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

382% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.41M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

6% more capital invested

Capital invested by funds: $4.82B → $5.11B (+$296M)

1% more funds holding

Funds holding: 359362 (+3)

0.22% more ownership

Funds ownership: 80.23%80.46% (+0.22%)

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 156

Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$23.2K -$3.13K -31 -12%
Simplex Trading
327
Simplex Trading
Illinois
$22K -$129K -1,280 -85%
S
328
SignatureFD
Georgia
$21.8K +$707 +7 +3%
WT
329
Whittier Trust
California
$21.3K
PA
330
Parallel Advisors
California
$21.2K +$7.88K +78 +60%
PMFA
331
Plante Moran Financial Advisors
Michigan
$20.7K
CA
332
Centerpoint Advisors
Massachusetts
$15K +$3.54K +35 +32%
PTC
333
Private Trust Company
Ohio
$13K +$2.32K +23 +22%
SWM
334
Sugarloaf Wealth Management
Georgia
$12.3K
AGWCA
335
Annis Gardner Whiting Capital Advisors
Florida
$11.5K +$11.3K +112 New
PPC
336
Park Place Capital
Alabama
$9.73K
AAP
337
Arax Advisory Partners
Colorado
$9.18K +$101 +1 +1%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$8.29K -$808 -8 -9%
GWSG
339
GPS Wealth Strategies Group
Colorado
$8.19K
HNB
340
Huntington National Bank
Ohio
$7.68K +$2.32K +23 +44%
AF
341
Allworth Financial
California
$6.96K +$3.13K +31 +84%
JWA
342
JFS Wealth Advisors
Pennsylvania
$6.45K +$303 +3 +5%
SFG
343
Steward Financial Group
Texas
$6K +$5.96K +59 New
DA
344
Denali Advisors
California
$5.94K +$101 +1 +2%
LFA
345
LGT Financial Advisors
Texas
$5.53K +$5.46K +54 New
LC
346
Lindbrook Capital
California
$5.02K +$1.82K +18 +58%
CTC
347
Central Trust Company
Missouri
$4.2K -$2.12K -21 -34%
Mitsubishi UFJ Asset Management
348
Mitsubishi UFJ Asset Management
Japan
$3.38K +$3.33K +33 New
VCM
349
Versant Capital Management
Arizona
$2.97K
BIA
350
Bell Investment Advisors
California
$2.87K +$1.41K +14 +100%

UFPI Hedge Fund Activity: Q3 2023 in Review

362 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2023, worth a combined $5.11B — up 6.1% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UFPI positions and 33 closed out — a net gain of 6 holders — while 121 added to existing stakes and 156 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $138M. The largest seller was Victory Capital Management, cutting an estimated $34.6M.

  • 362 institutional investors held UFP Industries (UFPI) as of Q3 2023, up from 359 in Q2 2023.
  • Funds reported $5.11B of UFP Industries stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 39 funds opened new UFP Industries positions in Q3 2023 and 33 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $138M added.
  • The largest UFP Industries seller in Q3 2023 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.