UFP Industries
UFPI
318 hedge funds and large institutions have $3.45B invested in UFP Industries in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 124 reducing their positions, and 43 closing their positions.
0.92% less ownership
Funds ownership: 82.5% → 81.58% (-0.92%)
4% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 124
5% less funds holding
Funds holding: 336 → 318 (-18)
13% less capital invested
Capital invested by funds: $3.96B → $3.45B (-$505M)
23% less call options, than puts
Call options by funds: $1.57M | Put options by funds: $2.04M
28% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 43
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$8.9M |
| 4 |
JP Morgan Chase
New York
|
+$8.52M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$7.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$14M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.1M |
| 3 |
Goldman Sachs
New York
|
-$8.88M |
| 4 |
RA
Royce & Associates
New York
|
-$8.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BONH
351
Bank of New Hampshire
Laconia,
New Hampshire
| – | -$23K | -300 | Closed |
|
|
AF
352
Allworth Financial
Folsom,
California
| – | -$10K | -129 | Closed |
|
|
PFS
353
Prospera Financial Services
Dallas,
Texas
| – | -$10K | -127 | Closed |
|
|
SWM
354
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$9.04K | -120 | Closed |
|
355
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -108 | Closed |
|
|
TFO
356
Tarbox Family Office
Newport Beach,
California
| – | -$7K | -97 | Closed |
|
|
CAGAS
357
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$5K | -61 | Closed |
|
|
CI
358
Cordant Inc
Portland,
Oregon
| – | -$2K | -28 | Closed |
|
|
MCM
359
Manchester Capital Management
Manchester,
Vermont
| – | -$1K | -17 | Closed |
|
|
MPWT
360
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1K | -12 | Closed |
|
UFPI Hedge Fund Activity: Q2 2022 in Review
318 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2022, worth a combined $3.45B — down 13% from $3.96B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of UFPI and 31 opened new positions — a net loss of 12 holders — while 124 trimmed existing stakes and 119 added.
The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $14M sold.
- 318 institutional investors held UFP Industries (UFPI) as of Q2 2022, down from 336 in Q1 2022.
- Funds reported $3.45B of UFP Industries stock for Q2 2022, down 13% quarter-over-quarter.
- 31 funds opened new UFP Industries positions in Q2 2022 and 43 closed out, a net change of -12 holders.
- The largest UFP Industries buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
- The largest UFP Industries seller in Q2 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $14M sold.
Based on aggregated 13F filings for Q2 2022.