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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
351
Versant Capital Management
Arizona
$1.48K
SIC
352
SJS Investment Consulting
Ohio
$1.43K -$86 -1 -5%
AF
353
Advisornet Financial
Minnesota
$1.43K -$86 -1 -5%
DI
354
Disciplined Investments
Oklahoma
$1.11K +$86 +1 +8%
HS
355
Horan Securities
United States
$954
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$954
BIA
357
Bell Investment Advisors
California
$557 -$1.03K -12 -63%
FFA
358
Farther Finance Advisors
California
$477
Commonwealth Equity Services
359
Commonwealth Equity Services
Massachusetts
$276 -$16K -187 -5%
TWP
360
TFO Wealth Partners
Ohio
$238 -$171 -2 -40%
HNB
361
Huntington National Bank
Ohio
$79
SVCP
362
Silicon Valley Capital Partners
California
$43
FGAM
363
Financial Gravity Asset Management
Texas
$1
Public Sector Pension Investment Board (PSP Investments)
364
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$8.89M -112,137 Closed
AG
365
Algert Global
California
-$5.94M -74,923 Closed
NIG
366
NFJ Investment Group
Texas
-$3.61M -45,489 Closed
MSRPS
367
Maryland State Retirement & Pension System
Maryland
-$2.01M -25,373 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
368
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.24M -15,674 Closed
OAM
369
Oberweis Asset Management
Illinois
-$1.16M -14,700 Closed
TD Asset Management
370
TD Asset Management
Ontario, Canada
-$1.09M -13,800 Closed
DCM
371
Dupont Capital Management
Delaware
-$902K -11,387 Closed
TWD
372
True Wealth Design
Ohio
-$831K -10,482 Closed
ECM
373
Everence Capital Management
Indiana
-$719 -9,070 Closed
NYLIM
374
New York Life Investment Management
New York
-$667K -8,422 Closed
ZIM
375
Zacks Investment Management
Illinois
-$615K -7,756 Closed

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.