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UFP Industries

426 hedge funds and large institutions have $6.21B invested in UFP Industries in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.42M

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

10% more funds holding

Funds holding: 387426 (+39)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 82.14%82.14% (+0%)

3% less capital invested

Capital invested by funds: $6.37B → $6.21B (-$162M)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
157
Closed
30
Calls
$11.7M
Puts
$3.42M
Net Calls
+$8.33M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$85K +$80.3K +691 New
CJ
352
Caitlin John
Michigan
$84.6K +$79.9K +688 New
Amundi
353
Amundi
France
$74.6K +$70.5K +607 New
AssetMark Inc
354
AssetMark Inc
California
$68.8K -$36.5K -314 -36%
FHA
355
First Horizon Advisors
Tennessee
$65.1K -$1.51K -13 -2%
AAM
356
Advisors Asset Management
Colorado
$63.7K +$4.76K +41 +9%
VFA
357
Virtus Fund Advisers
Connecticut
$62.9K +$7.55K +65 +15%
BAM
358
Byrne Asset Management
New Jersey
$59K -$2.32K -20 -4%
OIA
359
Optimum Investment Advisors
Illinois
$59K
Nomura Asset Management
360
Nomura Asset Management
Japan
$51.7K
CFM
361
Catalyst Funds Management
Australia
$49.2K +$46.5K +400 New
EBA
362
Eagle Bay Advisors
New York
$47.7K
BTI
363
Blue Trust Inc
Georgia
$46.3K -$25.3K -218 -37%
PS
364
Principal Securities
Iowa
$45.5K -$226K -1,941 -84%
QL
365
Quarry LP
New York
$45.4K +$42.9K +369 New
CSB
366
City State Bank
Iowa
$43K
TIM
367
Tortoise Investment Management
New York
$42.8K
HPC
368
HM Payson & Co
Maine
$41K +$38.7K +333 New
AGWCA
369
Annis Gardner Whiting Capital Advisors
Florida
$36.9K +$21.8K +188 +168%
AAP
370
Arax Advisory Partners
Colorado
$35.2K -$116 -1 -0.3%
GI
371
GAMMA Investing
California
$34.2K +$5K +43 +18%
RA
372
Rise Advisors
New York
$33.1K +$31.3K +269 New
OWA
373
Opal Wealth Advisors
New York
$33K +$31.1K +268 New
EWA
374
EverSource Wealth Advisors
Alabama
$32.1K +$1.39K +12 +4%
SVCP
375
Silicon Valley Capital Partners
California
$30.8K +$116 +1 +0.4%

UFPI Hedge Fund Activity: Q1 2024 in Review

426 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2024, worth a combined $6.21B — down 2.5% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UFPI positions and 30 closed out — a net gain of 42 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $44.6M.

  • 426 institutional investors held UFP Industries (UFPI) as of Q1 2024, up from 387 in Q4 2023.
  • Funds reported $6.21B of UFP Industries stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 72 funds opened new UFP Industries positions in Q1 2024 and 30 closed out, a net change of +42 holders.
  • The largest UFP Industries buyer in Q1 2024 was Fidelity Investments, an estimated $45M added.
  • The largest UFP Industries seller in Q1 2024 was Morgan Stanley, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2024.