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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
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$2.87K
RFG
352
RFP Financial Group
Georgia
$2.87K
AF
353
Advisornet Financial
Minnesota
$2.35K
SIC
354
SJS Investment Consulting
Ohio
$1.95K +$303 +3 +19%
IA
355
IFP Advisors
Florida
$1.74K
CPG
356
Cornerstone Planning Group
New Jersey
$1.02K -$3.54K -35 -78%
CAL
357
Capital Analysts LLC
Pennsylvania
$1K +$808 +8 New
FFA
358
Farther Finance Advisors
California
$614
TIM
359
Thompson Investment Management
Wisconsin
$614 +$606 +6 New
HI
360
Horizon Investments
North Carolina
$410 +$404 +4 New
PFBT
361
Parkside Financial Bank & Trust
Missouri
$410 +$404 +4 New
Toronto Dominion Bank
362
Toronto Dominion Bank
Ontario, Canada
$410 +$404 +4 New
TWP
363
TFO Wealth Partners
Ohio
$291
RCM
364
Raleigh Capital Management
North Carolina
$6 -$5.66K -56 Closed
CSS
365
Cubist Systematic Strategies
Connecticut
-$13.4M -137,612 Closed
Adage Capital Partners
366
Adage Capital Partners
Massachusetts
-$4.85M -50,000 Closed
HF
367
HRT Financial
New York
-$4.04M -41,650 Closed
Arrowstreet Capital
368
Arrowstreet Capital
Massachusetts
-$3.52M -36,305 Closed
Hotchkis & Wiley Capital Management
369
Hotchkis & Wiley Capital Management
California
-$3.42M -35,264 Closed
VIA
370
Vident Investment Advisory
Georgia
-$3.18M -32,778 Closed
HSBC Holdings
371
HSBC Holdings
United Kingdom
-$2M -20,512 Closed
QC
372
Quadrature Capital
United Kingdom
-$1.66M -17,154 Closed
QT
373
Quantbot Technologies
New York
-$529K -5,452 Closed
BCM
374
Bayesian Capital Management
New York
-$402K -4,138 Closed
DT
375
Diversified Trust
Tennessee
-$324K -3,336 Closed

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.