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UFP Industries

439 hedge funds and large institutions have $6.58B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $5.58B → $6.58B (+$1B)

3% more funds holding

Funds holding: 426439 (+13)

1.58% more ownership

Funds ownership: 80.68%82.26% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

Holders
439
Holders Change
+13
Holders Change %
+3.05%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
162
Closed
42
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
376
HM Payson & Co
Maine
$41.7K
S
377
SignatureFD
Georgia
$41.3K +$9.18K +76 +32%
AAP
378
Arax Advisory Partners
Colorado
$39.4K -$1.09K -9 -3%
RA
379
Rise Advisors
New York
$35.5K
SVCP
380
Silicon Valley Capital Partners
California
$33.1K +$121 +1 +0.4%
Mitsubishi UFJ Asset Management
381
Mitsubishi UFJ Asset Management
Japan
$29.3K
CFGS
382
Concourse Financial Group Securities
Alabama
$27.7K -$2.05K -17 -7%
PMFA
383
Plante Moran Financial Advisors
Michigan
$26.5K
UB
384
UMB Bank
Missouri
$25.2K +$17.4K +144 +300%
GRP
385
Global Retirement Partners
California
$23.4K -$3.5K -29 -14%
CIM
386
Contravisory Investment Management
Massachusetts
$22.6K
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$21.1K +$4.95K +41 +34%
ATS
388
Ashton Thomas Securities
New York
$20.3K +$18.7K +155 New
CA
389
Centerpoint Advisors
Massachusetts
$19K
FCM
390
Fourpath Capital Management
Oklahoma
$18.5K +$17K +141 New
WT
391
Whittier Trust
California
$18.5K
CIAS
392
CBIZ Investment Advisory Services
Ohio
$17.5K +$1.09K +9 +7%
AF
393
Allworth Financial
California
$17.3K -$362 -3 -2%
SWM
394
Sugarloaf Wealth Management
Georgia
$15.7K
Jones Financial Companies
395
Jones Financial Companies
Missouri
$15.2K +$12.1K +100 +625%
CAM
396
ClariVest Asset Management
California
$14.8K
AGWCA
397
Annis Gardner Whiting Capital Advisors
Florida
$14.7K -$37K -306 -73%
CWP
398
Concord Wealth Partners
Virginia
$13.6K +$483 +4 +4%
Simplex Trading
399
Simplex Trading
Illinois
$13K -$38.4K -318 -75%
PWMG
400
Private Wealth Management Group
New Jersey
$12.3K

UFPI Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2024, worth a combined $6.58B — up 18% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UFPI positions and 42 closed out — a net gain of 16 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $24.8M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q3 2024, up from 426 in Q2 2024.
  • Funds reported $6.58B of UFP Industries stock for Q3 2024, up 18% quarter-over-quarter.
  • 58 funds opened new UFP Industries positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q3 2024 was Boston Partners, an estimated $40.4M added.
  • The largest UFP Industries seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.