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UFP Industries

276 hedge funds and large institutions have $3.8B invested in UFP Industries in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $993K

37% more capital invested

Capital invested by funds: $2.77B → $3.8B (+$1.03B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 43

3% more funds holding

Funds holding: 269276 (+7)

0.53% more ownership

Funds ownership: 80.85%81.38% (+0.53%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
88
Reduced
110
Closed
43
Calls
$4.68M
Puts
$993K
Net Calls
+$3.69M
Net Calls Change
+$831K
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.4M +$3.68M +58,747 +23%
Wells Fargo
27
Wells Fargo
California
$21.9M +$5.51M +87,954 +44%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$21.3M -$4.02M -64,165 -19%
Morgan Stanley
29
Morgan Stanley
New York
$19.6M -$2.33M -37,244 -13%
FP
30
Foundry Partners
Minnesota
$19.3M -$584K -9,329 -4%
HAM
31
Hillcrest Asset Management
Texas
$19.1M -$68.2K -1,090 -0.4%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$18.4M -$8.53M -136,353 -36%
JP Morgan Chase
33
JP Morgan Chase
New York
$18.4M +$2.68M +42,833 +21%
WCM Investment Management
34
WCM Investment Management
California
$16.6M +$2.22M +35,396 +19%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$16.5M +$660K +10,552 +5%
Legal & General Group
36
Legal & General Group
United Kingdom
$16.2M +$158K +2,519 +1%
ZCM
37
Ziegler Capital Management
Illinois
$15.6M -$152K -2,428 -1%
PPA
38
Parametric Portfolio Associates
Washington
$15.1M -$47.3K -755 -0.4%
SBH
39
Segall Bryant & Hamill
Illinois
$14.7M -$577K -9,215 -5%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$14.6M +$3.1M +49,603 +35%
Invesco
41
Invesco
Georgia
$12.7M -$1.09M -17,458 -9%
MOACM
42
Mutual of America Capital Management
New York
$12.2M +$2.25M +35,971 +29%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$11.8M
AllianceBernstein
44
AllianceBernstein
Tennessee
$11.3M +$202K +3,229 +2%
Fisher Asset Management
45
Fisher Asset Management
Washington
$10.7M +$516K +8,251 +6%
Swiss National Bank
46
Swiss National Bank
Switzerland
$10.6M +$81.4K +1,300 +0.9%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$10.6M -$906K -14,469 -9%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M -$716K -11,442 -8%
CCM
49
Copeland Capital Management
Pennsylvania
$9.83M +$8.12M +129,660 New
Goldman Sachs
50
Goldman Sachs
New York
$9.5M -$7.36M -117,653 -48%

UFPI Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2021, worth a combined $3.8B — up 37% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UFPI positions and 43 closed out — a net gain of 8 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Royce & Associates, adding an estimated $36.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $18.3M.

  • 276 institutional investors held UFP Industries (UFPI) as of Q1 2021, up from 269 in Q4 2020.
  • Funds reported $3.8B of UFP Industries stock for Q1 2021, up 37% quarter-over-quarter.
  • 51 funds opened new UFP Industries positions in Q1 2021 and 43 closed out, a net change of +8 holders.
  • The largest UFP Industries buyer in Q1 2021 was Royce & Associates, an estimated $36.2M added.
  • The largest UFP Industries seller in Q1 2021 was Dimensional Fund Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2021.