UFPI icon

UFP Industries
UFPI

Overview Fund Activity

426 hedge funds and large institutions have $5.58B invested in UFP Industries in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
–
Holders Change %
0%
% of All Funds
6.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
150
Reduced
168
Closed
41
Calls
$3.62M
Puts
$2.61M
Net Calls
+$1.01M
Net Calls Change
-$7.32M

Top Buyers

1
BlackRock
1
BlackRock
New York
$941M
2
WA
2
Wasatch Advisors
Utah
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$46.8M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$26M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$67.6M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$87.3M
2
Franklin Resources
2
Franklin Resources
California
$116M
3
Goldman Sachs
3
Goldman Sachs
New York
$26.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$241M
5
Millennium Management
5
Millennium Management
New York
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
376
Global Retirement Partners
California
$23.2K +$1.79K +16 +8%
PMFA
377
Plante Moran Financial Advisors
Michigan
$22.6K – – –
IC
378
Innealta Capital
Texas
$22.6K +$22.6K +202 New
CIM
379
Contravisory Investment Management
Massachusetts
$19.3K -$6.61K -59 -26%
CA
380
CoreCap Advisors
Michigan
$18K +$112 +1 +0.6%
OWA
381
Opal Wealth Advisors
New York
$16.4K -$13.7K -122 -46%
AF
382
Allworth Financial
California
$16.3K +$5.2K +43 +47%
CA
383
Centerpoint Advisors
Massachusetts
$16K -$113 -1 -0.7%
WT
384
Whittier Trust
California
$15.8K +$2.02K +18 +15%
CAM
385
ClariVest Asset Management
California
$14.8K +$9.41K +84 +175%
CIAS
386
CBIZ Investment Advisory Services
Ohio
$13.9K – – –
MG
387
Mather Group
Illinois
$13.9K – – –
SWM
388
Sugarloaf Wealth Management
Georgia
$13.4K – – –
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$13.4K +$4.26K +38 +46%
CA
390
Continuum Advisory
Idaho
$13.3K – – –
CWP
391
Concord Wealth Partners
Virginia
$11.2K +$11.2K +100 New
PWMG
392
Private Wealth Management Group
New Jersey
$10.5K +$3.92K +35 +59%
GWSG
393
GPS Wealth Strategies Group
Colorado
$8.96K – – –
PPC
394
Park Place Capital
Alabama
$8.18K – – –
SAM
395
Smartleaf Asset Management
Massachusetts
$7.54K +$7.54K +69 New
LC
396
Lindbrook Capital
California
$7.39K +$3.7K +33 +100%
JWA
397
JFS Wealth Advisors
Pennsylvania
$7.06K – – –
LFA
398
LGT Financial Advisors
Texas
$6.05K – – –
FFA
399
Frazier Financial Advisors
Ohio
$5.38K – – –
UB
400
UMB Bank
Missouri
$5.38K +$3.47K +31 +182%
14 15
16
17 18