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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$27.2M -$1.27M -14,884 -4%
Allianz Asset Management
27
Allianz Asset Management
Germany
$26.4M +$2.81M +32,875 +11%
Goldman Sachs
28
Goldman Sachs
New York
$25.1M +$6.41M +74,960 +31%
Ameriprise
29
Ameriprise
Minnesota
$24M -$17.3M -201,882 -40%
Citadel Advisors
30
Citadel Advisors
Florida
$20.5M +$19.9M +232,800 +932%
Principal Financial Group
31
Principal Financial Group
Iowa
$20.1M -$11.7M -136,892 -35%
First Trust Advisors
32
First Trust Advisors
Illinois
$19.6M -$426K -4,982 -2%
Bank of America
33
Bank of America
North Carolina
$18.3M +$1.76M +20,618 +10%
Adage Capital Partners
34
Adage Capital Partners
Massachusetts
$17.9M +$4.28M +50,000 +29%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$17.7M +$3.83M +44,753 +25%
MOACM
36
Mutual of America Capital Management
New York
$16.9M +$2.63M +30,767 +17%
Prudential Financial
37
Prudential Financial
New Jersey
$16.7M -$6.23M -72,786 -26%
KCM
38
Kennedy Capital Management
Missouri
$16.5M -$1.03M -12,027 -5%
American Century Companies
39
American Century Companies
Missouri
$16.1M -$3.18M -37,139 -15%
HF
40
HRT Financial
New York
$15.9M +$15.8M +184,481 +1,194%
Invesco
41
Invesco
Georgia
$15.7M -$12M -140,637 -42%
AllianceBernstein
42
AllianceBernstein
Tennessee
$15.1M +$4.14M +48,322 +34%
UBS Group
43
UBS Group
Switzerland
$14.9M +$924K +10,793 +6%
NPPM
44
North Point Portfolio Managers
Ohio
$14.4M +$110K +1,289 +0.7%
WCM Investment Management
45
WCM Investment Management
California
$14.2M +$56.4K +659 +0.4%
Capital International Investors
46
Capital International Investors
California
$12.3M
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$11.9M +$4.01M +46,833 +46%
ZCM
48
Ziegler Capital Management
Illinois
$11.8M -$2.47M -28,848 -16%
E
49
Ergoteles
New York
$11.5M +$11.5M +134,371 +1,324%
CSS
50
Cubist Systematic Strategies
Connecticut
$10.6M +$10.2M +119,643 +853%

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.