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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
CAM
401
ClariVest Asset Management
California
$5.9K
IA
402
IFP Advisors
Florida
$4.82K -$14.2K -122 -76%
PTC
403
Private Trust Company
Ohio
$4.8K -$697 -6 -13%
LC
404
Lindbrook Capital
California
$4.06K -$116 -1 -3%
Mitsubishi UFJ Asset Management
405
Mitsubishi UFJ Asset Management
Japan
$4.06K
VCM
406
Versant Capital Management
Arizona
$3.57K
BIA
407
Bell Investment Advisors
California
$3.44K
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$3.44K
CA
409
Clearstead Advisors
Ohio
$2.97K +$2.9K +25 New
S
410
Sachetta
Massachusetts
$2.51K
SIC
411
SJS Investment Consulting
Ohio
$2.09K
UB
412
UMB Bank
Missouri
$2.09K +$1.98K +17 New
DA
413
Denali Advisors
California
$1.84K -$4.18K -36 -71%
DPW
414
DiNuzzo Private Wealth
Pennsylvania
$1.48K
MA
415
Montag & Associates
Georgia
$1.47K +$1.39K +12 New
HIA
416
Harbor Investment Advisory
Maryland
$1.35K +$1.28K +11 New
CWC
417
Carolinas Wealth Consulting
North Carolina
$1.24K +$1.16K +10 New
CPG
418
Cornerstone Planning Group
New Jersey
$1.17K
CTC
419
Central Trust Company
Missouri
$985 -$3.83K -33 -80%
TIM
420
Thompson Investment Management
Wisconsin
$738
RIL
421
Rothschild Investment LLC
Illinois
$615 +$581 +5 New
VWA
422
Valued Wealth Advisors
Utah
$493 +$465 +4 New
TWP
423
TFO Wealth Partners
Ohio
$369
FGAM
424
Financial Gravity Asset Management
Texas
$318 +$349 +3 New
AF
425
Advisornet Financial
Minnesota
$246 -$2.79K -24 -92%

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.