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UFP Industries
UFPI

Overview Fund Activity

437 hedge funds and large institutions have $5.75B invested in UFP Industries in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
–
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
153
Reduced
155
Closed
52
Calls
$3.88M
Puts
$1.37M
Net Calls
+$2.5M
Net Calls Change
+$362K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$63.2M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$174M
3
Boston Partners
3
Boston Partners
Massachusetts
$75.7M
4
UBS Group
4
UBS Group
Switzerland
$36.2M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$89.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$890M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$3.53M
3
Invesco
3
Invesco
Georgia
$73.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$48.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
401
Rothschild Investment LLC
Illinois
$6.76K – – –
MG
402
Mather Group
Illinois
$6.53K – – –
GWM
403
Geneos Wealth Management
Colorado
$5.86K +$676 +6 +13%
LC
404
Lindbrook Capital
California
$5.41K -$113 -1 -2%
FFA
405
Frazier Financial Advisors
Ohio
$5.39K -$337 -3 -6%
LFA
406
LGT Financial Advisors
Texas
$5.3K -$789 -7 -13%
CA
407
Clearstead Advisors
Ohio
$3.94K +$3.94K +35 New
PTC
408
Private Trust Company
Ohio
$3.83K -$113 -1 -3%
NA
409
NewEdge Advisors
Louisiana
$3.72K – – –
LI
410
LRI Investments
Florida
$3.24K – – –
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$2.82K -$113 -1 -4%
DRP
412
Decker Retirement Planning
Utah
$2.7K +$2.7K +24 New
BWL
413
Bogart Wealth LLC
Virginia
$2.03K +$2.03K +18 New
TPCW
414
TD Private Client Wealth
New York
$1.92K +$225 +2 +13%
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$1.69K – – –
NFSG
416
Newbridge Financial Services Group
Florida
$1.69K +$1.69K +15 New
BIA
417
Bell Investment Advisors
California
$1.58K -$1.58K -14 -50%
SIC
418
SJS Investment Consulting
Ohio
$1.58K -$338 -3 -18%
WA
419
Whipplewood Advisors
Colorado
$1.58K +$1.58K +14 New
CFO
420
CVA Family Office
Colorado
$1.35K – – –
CPG
421
Cornerstone Planning Group
New Jersey
$1.19K – – –
CWC
422
Carolinas Wealth Consulting
North Carolina
$1.11K +$222 +2 +25%
MA
423
Montag & Associates
Georgia
$925 -$116 -1 -11%
CTC
424
Central Trust Company
Missouri
$902 – – –
QL
425
Quarry LP
New York
$789 -$37.9K -336 -98%
15 16
17
18 19