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UFP Industries

439 hedge funds and large institutions have $6.58B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $5.58B → $6.58B (+$1B)

3% more funds holding

Funds holding: 426439 (+13)

1.58% more ownership

Funds ownership: 80.68%82.26% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

Holders
439
Holders Change
+13
Holders Change %
+3.05%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
162
Closed
42
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RGC
326
Roberts, Glore & Co
Illinois
$235K -$12.7K -105 -6%
DSC
327
Duncker Streett & Co
Missouri
$233K -$176K -1,454 -45%
AWG
328
Altus Wealth Group
Colorado
$231K +$212K +1,757 New
Wolverine Trading
329
Wolverine Trading
Illinois
$229K +$210K +1,742 New
Ohio Public Employees Retirement System (OPERS)
330
Ohio Public Employees Retirement System (OPERS)
Ohio
$227K -$136K -1,130 -39%
Royal London Asset Management
331
Royal London Asset Management
United Kingdom
$226K
PAS
332
Park Avenue Securities
New York
$226K -$40.3K -334 -16%
SI
333
Stephens Inc
Arkansas
$226K +$208K +1,722 New
Mitsubishi UFJ Trust & Banking
334
Mitsubishi UFJ Trust & Banking
Japan
$222K +$204K +1,691 New
RF
335
RHS Financial
California
$220K +$203K +1,680 New
AIM
336
Ausbil Investment Management
Australia
$217K +$199K +1,652 New
VCA
337
Verdence Capital Advisors
Maryland
$210K +$193K +1,602 New
HNB
338
Huntington National Bank
Ohio
$207K -$26.6K -220 -12%
IA
339
IFP Advisors
Florida
$205K +$186K +1,541 +9,065%
LWANC
340
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K +$845 +7 +0.5%
QCG
341
Quadrant Capital Group
Ohio
$166K -$6.76K -56 -4%
SOW
342
State of Wyoming
Wyoming
$159K -$268K -2,220 -65%
ME
343
McIlrath & Eck
Washington
$150K
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$145K +$19.6K +162 +17%
N
345
Natixis
France
$144K -$3.02K -25 -2%
CFM
346
Catalyst Funds Management
Australia
$144K +$133K +1,100 New
MRC
347
Millburn Ridgefield Corp
New York
$140K +$129K +1,065 New
LT
348
Legacy Trust
Michigan
$132K
BTI
349
Blue Trust Inc
Georgia
$124K +$28.7K +238 +27%
CT
350
Colonial Trust
South Carolina
$117K +$108K +895 New

UFPI Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2024, worth a combined $6.58B — up 18% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UFPI positions and 42 closed out — a net gain of 16 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $24.8M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q3 2024, up from 426 in Q2 2024.
  • Funds reported $6.58B of UFP Industries stock for Q3 2024, up 18% quarter-over-quarter.
  • 58 funds opened new UFP Industries positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q3 2024 was Boston Partners, an estimated $40.4M added.
  • The largest UFP Industries seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.