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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
TFM
426
TFC Financial Management
Massachusetts
$124 +$116 +1 New
CCMG
427
Clark Capital Management Group
Pennsylvania
-$27.3M -217,049 Closed
WCM Investment Management
428
WCM Investment Management
California
-$15.6M -122,346 Closed
RG
429
Renaissance Group
Kentucky
-$3M -23,926 Closed
BA
430
Bridgewater Associates
Connecticut
-$1.72M -13,667 Closed
PI
431
PEAK6 Investments
Illinois
-$1.71M -13,583 Closed
Simplex Trading
432
Simplex Trading
Illinois
-$635K -5,464 Closed
CWP
433
Curated Wealth Partners
California
-$558K -4,804 Closed
BCM
434
Bayesian Capital Management
New York
-$527K -4,201 Closed
Wolverine Trading
435
Wolverine Trading
Illinois
-$465K -4,006 Closed
DWM
436
Dakota Wealth Management
Florida
-$302K -2,408 Closed
C
437
Certuity
Florida
-$281K -2,238 Closed
IA
438
IFG Advisory
Georgia
-$248K -1,975 Closed
BCI
439
Brinker Capital Investments
Pennsylvania
-$201K -1,671 Closed
OPS
440
Orion Portfolio Solutions
Nebraska
-$201K -1,671 Closed
BRWA
441
B. Riley Wealth Advisors
Florida
-$201K -1,605 Closed
AIC
442
Archer Investment Corporation
Indiana
-$119K -950 Closed
ETC
443
Exchange Traded Concepts
Oklahoma
-$103K -820 Closed
PS
444
Planned Solutions
California
-$87.9K -700 Closed
UFF
445
USA Financial Formulas
Michigan
-$71.9K -573 Closed
BFEC
446
Benjamin F. Edwards & Company
Missouri
-$60K -480 Closed
HT
447
Headlands Technologies
Illinois
-$43.4K -346 Closed
ASN
448
Advisory Services Network
Georgia
-$26.5K -211 Closed
FMTCOCP
449
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$22K -174 Closed
RFS
450
Richardson Financial Services
Massachusetts
-$10.9K -87 Closed

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.