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UFP Industries
UFPI

Overview Fund Activity

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
Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.18%
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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Millennium Management
2
Millennium Management
New York
$20.8M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$18.2M
4
Bank of America
4
Bank of America
North Carolina
$37.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$21.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$58.5M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$51.9M
3
BlackRock
3
BlackRock
New York
$1.01B
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
376
Concourse Financial Group Securities
Alabama
$29.3K -$48.6K -395 -62%
PA
377
Parallel Advisors
California
$29.2K +$2.21K +18 +8%
CT
378
Colonial Trust
South Carolina
$28.8K +$28.8K +234 New
CIM
379
Contravisory Investment Management
Massachusetts
$28.4K +$2.09K +17 +8%
PMFA
380
Plante Moran Financial Advisors
Michigan
$24.8K – – –
AWM
381
Avior Wealth Management
Nebraska
$23.6K +$23.6K +192 New
GRP
382
Global Retirement Partners
California
$23.5K -$30.7K -249 -57%
CA
383
CoreCap Advisors
Michigan
$19.7K +$19.7K +160 New
CA
384
Centerpoint Advisors
Massachusetts
$18K – – –
CIAS
385
CBIZ Investment Advisory Services
Ohio
$15.3K +$15.3K +124 New
WT
386
Whittier Trust
California
$15.1K – – –
SWM
387
Sugarloaf Wealth Management
Georgia
$14.8K – – –
MG
388
Mather Group
Illinois
$14.2K +$14.2K +113 New
CA
389
Continuum Advisory
Idaho
$14.2K +$14.2K +119 New
FIM
390
Fernwood Investment Management
Massachusetts
$12.4K +$12.4K +101 New
AF
391
Allworth Financial
California
$11.3K – – –
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$246 -2 -2%
FFA
393
Farther Finance Advisors
California
$9.95K +$240 +2 +2%
GWSG
394
GPS Wealth Strategies Group
Colorado
$9.84K – – –
PPC
395
Park Place Capital
Alabama
$8.98K – – –
JWA
396
JFS Wealth Advisors
Pennsylvania
$7.75K -$369 -3 -5%
Group One Trading
397
Group One Trading
Illinois
$7.75K +$7.75K +63 New
PWMG
398
Private Wealth Management Group
New Jersey
$7.26K +$861 +7 +13%
LFA
399
LGT Financial Advisors
Texas
$6.64K – – –
FFA
400
Frazier Financial Advisors
Ohio
$5.91K – – –
14 15
16
17 18