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UFP Industries

426 hedge funds and large institutions have $6.21B invested in UFP Industries in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.42M

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

10% more funds holding

Funds holding: 387426 (+39)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 82.14%82.14% (+0%)

3% less capital invested

Capital invested by funds: $6.37B → $6.21B (-$162M)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
157
Closed
30
Calls
$11.7M
Puts
$3.42M
Net Calls
+$8.33M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
326
CIM LLC
New York
$240K +$3.14K +27 +1%
SPIA
327
Steward Partners Investment Advisory
New York
$240K -$31.1K -268 -12%
VCA
328
Verdence Capital Advisors
Maryland
$238K +$21.3K +183 +10%
Twin Tree Management
329
Twin Tree Management
Texas
$234K +$221K +1,903 New
RGC
330
Roberts, Glore & Co
Illinois
$233K -$17.4K -150 -7%
TA
331
TFG Advisers
Michigan
$230K +$10.7K +92 +5%
AWG
332
Altus Wealth Group
Colorado
$229K -$27.3K -235 -11%
RSWM
333
Robertson Stephens Wealth Management
California
$223K +$211K +1,815 New
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$214K
HNB
335
Huntington National Bank
Ohio
$214K +$22K +189 +12%
Royal London Asset Management
336
Royal London Asset Management
United Kingdom
$212K
SI
337
Stephens Inc
Arkansas
$211K +$813 +7 +0.4%
RF
338
RHS Financial
California
$207K
HCMT
339
Highland Capital Management (Tennessee)
Tennessee
$202K +$191K +1,642 New
HCA
340
Harbor Capital Advisors
Illinois
$189K +$178K +1,535 New
TRCT
341
Tower Research Capital (TRC)
New York
$187K -$1.03M -8,871 -85%
LWANC
342
Laurel Wealth Advisors (North Carolina)
North Carolina
$158K
QCG
343
Quadrant Capital Group
Ohio
$157K -$8.83K -76 -6%
N
344
Natixis
France
$142K -$1.28K -11 -0.9%
ME
345
McIlrath & Eck
Washington
$140K +$26.3K +226 +25%
C
346
Covestor
United Kingdom
$118K -$5K -43 -4%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$93.3K +$90.4K +778 New
IGWM
348
ICA Group Wealth Management
Colorado
$92.3K
S
349
SignatureFD
Georgia
$88.4K +$54.5K +469 +188%
NEI
350
Northwest & Ethical Investments
Ontario, Canada
$86.1K +$81.3K +700 New

UFPI Hedge Fund Activity: Q1 2024 in Review

426 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2024, worth a combined $6.21B — down 2.5% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UFPI positions and 30 closed out — a net gain of 42 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $44.6M.

  • 426 institutional investors held UFP Industries (UFPI) as of Q1 2024, up from 387 in Q4 2023.
  • Funds reported $6.21B of UFP Industries stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 72 funds opened new UFP Industries positions in Q1 2024 and 30 closed out, a net change of +42 holders.
  • The largest UFP Industries buyer in Q1 2024 was Fidelity Investments, an estimated $45M added.
  • The largest UFP Industries seller in Q1 2024 was Morgan Stanley, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2024.