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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 %
CAM
401
ClariVest Asset Management
California
$5.9K – – –
IA
402
IFP Advisors
Florida
$4.82K -$15.1K -122 -76%
PTC
403
Private Trust Company
Ohio
$4.8K -$738 -6 -13%
LC
404
Lindbrook Capital
California
$4.06K -$123 -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
$3.45K – – –
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$3.44K – – –
CA
409
Clearstead Advisors
Ohio
$2.97K +$2.97K +25 New
S
410
Sachetta
Massachusetts
$2.51K – – –
SIC
411
SJS Investment Consulting
Ohio
$2.09K – – –
UB
412
UMB Bank
Missouri
$2.09K +$2.09K +17 New
DA
413
Denali Advisors
California
$1.85K -$4.43K -36 -71%
DPW
414
DiNuzzo Private Wealth
Pennsylvania
$1.48K – – –
MA
415
Montag & Associates
Georgia
$1.47K +$1.47K +12 New
HIA
416
Harbor Investment Advisory
Maryland
$1.35K +$1.35K +11 New
CWC
417
Carolinas Wealth Consulting
North Carolina
$1.24K +$1.24K +10 New
CPG
418
Cornerstone Planning Group
New Jersey
$1.17K – – –
CTC
419
Central Trust Company
Missouri
$985 -$4.06K -33 -80%
TIM
420
Thompson Investment Management
Wisconsin
$738 – – –
RIL
421
Rothschild Investment LLC
Illinois
$615 +$615 +5 New
VWA
422
Valued Wealth Advisors
Utah
$493 +$493 +4 New
TWP
423
TFO Wealth Partners
Ohio
$369 – – –
FGAM
424
Financial Gravity Asset Management
Texas
$318 +$318 +3 New
AF
425
Advisornet Financial
Minnesota
$246 -$2.95K -24 -92%
15 16
17
18 19