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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
PFO
376
Pathstone Family Office
New Jersey
-$427K -5,392 Closed
PAS
377
Park Avenue Securities
New York
-$394K -4,973 Closed
TCWM
378
Total Clarity Wealth Management
Illinois
-$248K -3,135 Closed
CCP
379
Clarkston Capital Partners
Michigan
-$238K -3,000 Closed
PIM
380
Penobscot Investment Management
Massachusetts
-$231K -2,920 Closed
FIM
381
Freedom Investment Management
Connecticut
-$218K -2,747 Closed
OAM
382
Origin Asset Management
United Kingdom
-$213K -2,690 Closed
RJFSA
383
Raymond James Financial Services Advisors
Florida
-$212K -2,677 Closed
CAG
384
Csenge Advisory Group
Florida
-$203K -2,560 Closed
SWA
385
Sutton Wealth Advisors
Florida
-$113K -1,427 Closed
CS
386
Comerica Securities
Michigan
-$39.7K -501 Closed
MCC
387
Money Concepts Capital
Florida
-$15.5K -195 Closed
PFBT
388
Parkside Financial Bank & Trust
Missouri
-$11.8K -149 Closed
SPIA
389
Steward Partners Investment Advisory
New York
-$11.1K -140 Closed
MPCL
390
My Personal CFO LLC
Washington
-$9.04K -114 Closed
BBHC
391
Brown Brothers Harriman & Co
New York
-$8.72K -110 Closed
CCA
392
Column Capital Advisors
Indiana
-$7.13K -90 Closed
GEA
393
Glen Eagle Advisors
New Jersey
-$1.51K -19 Closed
HCP
394
Hexagon Capital Partners
Arkansas
-$1.43K -18 Closed
CWP
395
Concord Wealth Partners
Virginia
-$872 -11 Closed
FMP
396
Financial Management Professionals
Texas
+$257 +3 New
AW
397
Avion Wealth
Texas
+$513 +6 New

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.