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UFP Industries

439 hedge funds and large institutions have $6.58B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $5.58B → $6.58B (+$1B)

3% more funds holding

Funds holding: 426439 (+13)

1.58% more ownership

Funds ownership: 80.68%82.26% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

Holders
439
Holders Change
+13
Holders Change %
+3.05%
% of All Funds
6.3%
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
162
Closed
42
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
CVA Family Office
Colorado
$1.57K +$604 +5 +71%
CPA
427
Capital Performance Advisors
California
$1.57K +$1.45K +12 New
CPG
428
Cornerstone Planning Group
New Jersey
$1.23K
MA
429
Montag & Associates
Georgia
$1.21K
CTC
430
Central Trust Company
Missouri
$1.05K
CWC
431
Carolinas Wealth Consulting
North Carolina
$998
VWA
432
Valued Wealth Advisors
Utah
$788
TIM
433
Thompson Investment Management
Wisconsin
$787
CA
434
Claris Advisors
Missouri
$656 +$604 +5 New
RTC
435
Riverview Trust Company
Washington
$656 +$604 +5 New
AF
436
Advisornet Financial
Minnesota
$394 -$2.9K -24 -89%
LFG
437
Larson Financial Group
Missouri
$394 +$362 +3 New
TFM
438
TFC Financial Management
Massachusetts
$132
A
439
AlphaQuest
New York
$131 -$1.35M -11,219 -100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
440
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$8.74M -78,000 Closed
CSS
441
Cubist Systematic Strategies
Connecticut
-$6.38M -56,966 Closed
FP
442
Foundry Partners
Minnesota
-$4.36M -38,949 Closed
TI
443
Trexquant Investment
Connecticut
-$3.48M -31,038 Closed
DTL
444
Dynamic Technology Lab
Singapore
-$2.4M -21,458 Closed
Canada Pension Plan Investment Board
445
Canada Pension Plan Investment Board
Ontario, Canada
-$2.37M -21,200 Closed
TI
446
Tidal Investments
Wisconsin
-$1.67M -14,919 Closed
Capital Fund Management (CFM)
447
Capital Fund Management (CFM)
France
-$1.49M -13,259 Closed
SSA
448
Schonfeld Strategic Advisors
New York
-$1.2M -10,727 Closed
VI
449
Versor Investments
New York
-$918K -8,200 Closed
SIM
450
SummerHaven Investment Management
Connecticut
-$866K -7,732 Closed

UFPI Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2024, worth a combined $6.58B — up 18% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UFPI positions and 42 closed out — a net gain of 16 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $24.8M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q3 2024, up from 426 in Q2 2024.
  • Funds reported $6.58B of UFP Industries stock for Q3 2024, up 18% quarter-over-quarter.
  • 58 funds opened new UFP Industries positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q3 2024 was Boston Partners, an estimated $40.4M added.
  • The largest UFP Industries seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.