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UFP Industries
UFPI

Overview Fund Activity

387 hedge funds and large institutions have $6.37B invested in UFP Industries in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+25
Holders Change %
+6.91%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
116
Reduced
156
Closed
29
Calls
$21.4M
Puts
$4.51M
Net Calls
+$16.8M
Net Calls Change
+$7.65M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$396M
2
Morgan Stanley
2
Morgan Stanley
New York
$108M
3
BlackRock
3
BlackRock
New York
$1.07B
4
Wells Fargo
4
Wells Fargo
California
$51.7M
5
Norges Bank
5
Norges Bank
Norway
$86.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$180M
2
Victory Capital Management
2
Victory Capital Management
Texas
$154M
3
Franklin Resources
3
Franklin Resources
California
$161M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$302M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
351
IFP Advisors
Florida
$20.3K +$18.1K +144 +847%
CA
352
Centerpoint Advisors
Massachusetts
$18K – – –
WT
353
Whittier Trust
California
$15.4K -$10.7K -85 -41%
SWM
354
Sugarloaf Wealth Management
Georgia
$15.1K – – –
AGWCA
355
Annis Gardner Whiting Capital Advisors
Florida
$14.1K – – –
AF
356
Allworth Financial
California
$11.6K +$3.01K +24 +35%
RFS
357
Richardson Financial Services
Massachusetts
$10.9K +$10.9K +87 New
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$10.5K +$377 +3 +4%
FFA
359
Farther Finance Advisors
California
$10.2K +$9.42K +75 +1,250%
GWSG
360
GPS Wealth Strategies Group
Colorado
$10K – – –
PPC
361
Park Place Capital
Alabama
$9.17K -$2.76K -22 -23%
JWA
362
JFS Wealth Advisors
Pennsylvania
$8.29K +$377 +3 +5%
LFA
363
LGT Financial Advisors
Texas
$6.78K – – –
PWMG
364
Private Wealth Management Group
New Jersey
$6.53K +$6.53K +52 New
DA
365
Denali Advisors
California
$6.4K -$879 -7 -12%
FFA
366
Frazier Financial Advisors
Ohio
$6.03K +$6.03K +48 New
CAM
367
ClariVest Asset Management
California
$6.03K -$5.06M -40,301 -100%
PTC
368
Private Trust Company
Ohio
$5.65K -$10.3K -82 -65%
TCWA
369
Turtle Creek Wealth Advisors
Texas
$5.27K +$5.27K +42 New
CTC
370
Central Trust Company
Missouri
$5.15K – – –
LF
371
Lee Financial
Texas
$4.52K +$4.52K +36 New
LC
372
Lindbrook Capital
California
$4.27K -$1.88K -15 -31%
Mitsubishi UFJ Asset Management
373
Mitsubishi UFJ Asset Management
Japan
$3.93K – – –
VCM
374
Versant Capital Management
Arizona
$3.64K – – –
BIA
375
Bell Investment Advisors
California
$3.52K – – –
13 14
15
16 17