UFP Industries
UFPI
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.
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: 387 → 426 (+39)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$45M |
| 2 |
Millennium Management
New York
|
+$19.6M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$17.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$44.6M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$40.4M |
| 3 |
BlackRock
New York
|
-$37.9M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$27.3M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
-$15.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWA
451
Turtle Creek Wealth Advisors
Dallas,
Texas
| – | -$5.27K | -42 | Closed |
|
|
LF
452
Lee Financial
Dallas,
Texas
| – | -$4.52K | -36 | Closed |
|
|
AT
453
Arlington Trust
Birmingham,
Alabama
| – | -$2.26K | -18 | Closed |
|
|
BFPW
454
BOK Financial Private Wealth
Denver,
Colorado
| – | -$1.88K | -15 | Closed |
|
|
HI
455
Horizon Investments
Charlotte,
North Carolina
| – | -$628 | -5 | Closed |
|
456
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$502 | -4 | 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.