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 %
PFBT
401
Parkside Financial Bank & Trust
Missouri
$5.26K +$5.26K +47 New
JWM
402
Janiczek Wealth Management
Colorado
$4.48K +$4.48K +40 New
PTC
403
Private Trust Company
Ohio
$4.37K – – –
AA
404
Addison Advisors
Vermont
$3.92K +$3.92K +35 New
ATPW
405
Ashton Thomas Private Wealth
Arizona
$3.81K +$3.81K +34 New
NA
406
NewEdge Advisors
Louisiana
$3.7K -$271K -2,421 -99%
RIL
407
Rothschild Investment LLC
Illinois
$3.36K +$2.8K +25 +500%
VCM
408
Versant Capital Management
Arizona
$3.25K – – –
BIA
409
Bell Investment Advisors
California
$3.14K – – –
AF
410
Advisornet Financial
Minnesota
$3.02K +$2.8K +25 +1,250%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$2.91K -$224 -2 -7%
CA
412
Clearstead Advisors
Ohio
$2.8K – – –
LI
413
LRI Investments
Florida
$2.42K +$2.42K +22 New
S
414
Sachetta
Massachusetts
$2.37K -$263 -2 -10%
IA
415
IFP Advisors
Florida
$1.9K -$2.46K -22 -56%
SIC
416
SJS Investment Consulting
Ohio
$1.9K – – –
Jones Financial Companies
417
Jones Financial Companies
Missouri
$1.79K +$1.79K +16 New
DPW
418
DiNuzzo Private Wealth
Pennsylvania
$1.57K +$224 +2 +17%
CPG
419
Cornerstone Planning Group
New Jersey
$1.17K – – –
MA
420
Montag & Associates
Georgia
$1.03K -$344 -3 -25%
CTC
421
Central Trust Company
Missouri
$896 – – –
CWC
422
Carolinas Wealth Consulting
North Carolina
$852 -$213 -2 -20%
CFO
423
CVA Family Office
Colorado
$784 +$784 +7 New
TIM
424
Thompson Investment Management
Wisconsin
$672 – – –
VWA
425
Valued Wealth Advisors
Utah
$672 +$224 +2 +50%
15 16
17
18 19