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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
CFGS
376
Concourse Financial Group Securities
Alabama
$29.3K -$45.9K -395 -62%
PA
377
Parallel Advisors
California
$29.2K +$2.09K +18 +8%
CT
378
Colonial Trust
South Carolina
$28.8K +$27.2K +234 New
CIM
379
Contravisory Investment Management
Massachusetts
$28.4K +$1.98K +17 +8%
PMFA
380
Plante Moran Financial Advisors
Michigan
$24.8K
AWM
381
Avior Wealth Management
Nebraska
$23.6K +$22.3K +192 New
GRP
382
Global Retirement Partners
California
$23.5K -$28.9K -249 -57%
CA
383
CoreCap Advisors
Michigan
$19.7K +$18.6K +160 New
CA
384
Centerpoint Advisors
Massachusetts
$18K
CIAS
385
CBIZ Investment Advisory Services
Ohio
$15.3K +$14.4K +124 New
WT
386
Whittier Trust
California
$15.1K
SWM
387
Sugarloaf Wealth Management
Georgia
$14.8K
MG
388
Mather Group
Illinois
$14.2K +$13.1K +113 New
CA
389
Continuum Advisory
Idaho
$14.2K +$13.8K +119 New
FIM
390
Fernwood Investment Management
Massachusetts
$12.4K +$11.7K +101 New
AF
391
Allworth Financial
California
$11.3K
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$232 -2 -2%
FFA
393
Farther Finance Advisors
California
$9.95K +$232 +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 -$349 -3 -5%
Group One Trading
397
Group One Trading
Illinois
$7.75K +$7.32K +63 New
PWMG
398
Private Wealth Management Group
New Jersey
$7.26K +$813 +7 +13%
LFA
399
LGT Financial Advisors
Texas
$6.64K
FFA
400
Frazier Financial Advisors
Ohio
$5.91K

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.