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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
TSS
376
Two Sigma Securities
New York
-$271K -2,791 Closed
FHB
377
First Hawaiian Bank
Hawaii
-$263K -2,712 Closed
LFAS
378
Level Four Advisory Services
Texas
-$252K -2,600 Closed
AC
379
AXQ Capital
New Jersey
-$247K -2,540 Closed
CAG
380
Csenge Advisory Group
Florida
-$227K -2,338 Closed
TI
381
Trexquant Investment
Connecticut
-$218K -2,247 Closed
PMEF
382
Point72 Middle East FZE
United Arab Emirates
-$183K -1,888 Closed
IGWM
383
ICA Group Wealth Management
Colorado
-$72.8K -750 Closed
CH
384
Canton Hathaway
Rhode Island
-$72K -740 Closed
DCM
385
Dupont Capital Management
Delaware
-$52.6K -542 Closed
PI
386
PineBridge Investments
New York
-$47K -484 Closed
BWS
387
Buck Wealth Strategies
Colorado
-$16.3K -168 Closed
CWA
388
Clearview Wealth Advisors
Oregon
-$13.4K -138 Closed
HCA
389
Harbor Capital Advisors
Illinois
-$12.6K -130 Closed
FGAM
390
Financial Gravity Asset Management
Texas
-$266 -97 Closed
AWM
391
Avior Wealth Management
Nebraska
-$3.64K -36 Closed
DI
392
Disciplined Investments
Oklahoma
-$1.36K -14 Closed
HS
393
Horan Securities
United States
-$1.17K -12 Closed
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
-$1.07K -11 Closed
2L
395
25 LLC
Missouri
-$594 -6 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.