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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 %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$3.52K – – –
AF
377
Advisornet Financial
Minnesota
$3.26K +$377 +3 +13%
S
378
Sachetta
Massachusetts
$2.51K +$2.51K +20 New
AT
379
Arlington Trust
Alabama
$2.26K +$2.26K +18 New
SIC
380
SJS Investment Consulting
Ohio
$2.14K -$251 -2 -11%
BFPW
381
BOK Financial Private Wealth
Colorado
$1.88K +$1.88K +15 New
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$1.51K +$1.51K +12 New
CPG
383
Cornerstone Planning Group
New Jersey
$1.26K – – –
TIM
384
Thompson Investment Management
Wisconsin
$753 – – –
HI
385
Horizon Investments
North Carolina
$628 +$126 +1 +25%
Toronto Dominion Bank
386
Toronto Dominion Bank
Ontario, Canada
$502 – – –
TWP
387
TFO Wealth Partners
Ohio
$377 – – –
MSWM
388
McGlone Suttner Wealth Management
Wisconsin
$21 – – –
Axa
389
Axa
France
– -$3.1M -30,300 Closed
Squarepoint
390
Squarepoint
New York
– -$1.34M -13,129 Closed
I
391
InceptionR
California
– -$909K -8,880 Closed
Boston Partners
392
Boston Partners
Massachusetts
– -$878K -8,573 Closed
TWD
393
True Wealth Design
Ohio
– -$864K -8,441 Closed
VI
394
Versor Investments
New York
– -$811K -7,916 Closed
B
395
Bailard
California
– -$713K -6,962 Closed
Millennium Management
396
Millennium Management
New York
– -$630K -6,153 Closed
WB
397
WesBanco Bank
West Virginia
– -$594K -5,803 Closed
Assenagon Asset Management
398
Assenagon Asset Management
Luxembourg
– -$549K -5,364 Closed
PP
399
Prudential plc
United Kingdom
– -$539K -5,266 Closed
XT
400
XTX Topco
Cayman Islands
– -$520K -5,081 Closed
13 14 15
16
17