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UFP Industries
UFPI

Overview Fund Activity

437 hedge funds and large institutions have $6.49B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 161 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+11
Holders Change %
+2.58%
% of All Funds
6.32%
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
161
Closed
43
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$43.9M
2
Franklin Resources
Franklin Resources
California
$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$215M
4
Invesco
Invesco
Georgia
$103M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$26.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$146M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$260M
3
BlackRock
BlackRock
New York
$1.09B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$72.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
401
GPS Wealth Strategies Group
Colorado
$10.5K – – –
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.84K +$9.84K +75 New
PPC
403
Park Place Capital
Alabama
$9.58K – – –
JWA
404
JFS Wealth Advisors
Pennsylvania
$8.53K +$262 +2 +3%
AA
405
Addison Advisors
Vermont
$8.27K +$3.67K +28 +80%
RIL
406
Rothschild Investment LLC
Illinois
$7.87K +$3.94K +30 +100%
MG
407
Mather Group
Illinois
$7.61K -$7.22K -55 -49%
LFA
408
LGT Financial Advisors
Texas
$7.09K – – –
FFA
409
Frazier Financial Advisors
Ohio
$6.69K +$394 +3 +6%
LC
410
Lindbrook Capital
California
$6.43K -$2.23K -17 -26%
GWM
411
Geneos Wealth Management
Colorado
$6.04K +$6.04K +46 New
HWM
412
Hemington Wealth Management
Virginia
$6K +$6K +57 New
PTC
413
Private Trust Company
Ohio
$4.59K -$525 -4 -10%
NA
414
NewEdge Advisors
Louisiana
$4.33K – – –
SAM
415
Smartleaf Asset Management
Massachusetts
$3.94K -$5.12K -39 -57%
LI
416
LRI Investments
Florida
$3.8K +$917 +7 +32%
BIA
417
Bell Investment Advisors
California
$3.67K – – –
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$3.41K – – –
RWM
419
Reston Wealth Management
Virginia
$3.02K +$3.02K +23 New
FGC
420
Financial Gravity Companies
Texas
$2.36K +$2.36K +18 New
SIC
421
SJS Investment Consulting
Ohio
$2.23K – – –
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$1.97K +$131 +1 +7%
TPCW
423
TD Private Client Wealth
New York
$1.97K +$1.97K +15 New
CFO
424
CVA Family Office
Colorado
$1.58K +$656 +5 +71%
CPA
425
Capital Performance Advisors
California
$1.58K +$1.58K +12 New
15 16
17
18 19