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UFP Industries

362 hedge funds and large institutions have $5.11B invested in UFP Industries in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.41M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

6% more capital invested

Capital invested by funds: $4.82B → $5.11B (+$296M)

1% more funds holding

Funds holding: 359362 (+3)

0.22% more ownership

Funds ownership: 80.23%80.46% (+0.22%)

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 156

Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
121
Reduced
156
Closed
33
Calls
$11.6M
Puts
$2.41M
Net Calls
+$9.2M
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$34.7M -$23.7M -234,282 -41%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$34.3M -$2.33M -23,027 -6%
Capital International Investors
28
Capital International Investors
California
$34.1M +$18.1M +179,104 +116%
Allianz Asset Management
29
Allianz Asset Management
Germany
$33.2M -$6.61M -65,429 -17%
CCMG
30
Clark Capital Management Group
Pennsylvania
$32.8M -$14.9M -147,330 -32%
WA
31
Wasatch Advisors
Utah
$32.5M +$32.1M +317,865 New
Bank of America
32
Bank of America
North Carolina
$30.2M +$6.21M +61,430 +26%
KCM
33
Kennedy Capital Management
Missouri
$27.3M -$795K -7,872 -3%
American Century Companies
34
American Century Companies
Missouri
$25.8M +$7.56M +74,852 +42%
Principal Financial Group
35
Principal Financial Group
Iowa
$25M +$131K +1,294 +0.5%
First Trust Advisors
36
First Trust Advisors
Illinois
$24.6M -$3.12M -30,874 -11%
Ameriprise
37
Ameriprise
Minnesota
$24.3M -$4.48M -44,369 -16%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$23.8M +$70K +693 +0.3%
MOACM
39
Mutual of America Capital Management
New York
$20.5M -$759K -7,513 -4%
AllianceBernstein
40
AllianceBernstein
Tennessee
$19.3M +$171K +1,696 +0.9%
Citadel Advisors
41
Citadel Advisors
Florida
$16.6M -$3.47M -34,299 -17%
Man Group
42
Man Group
United Kingdom
$16.1M -$15.4M -152,594 Closed
ZCM
43
Ziegler Capital Management
Illinois
$15.1M -$2.73K -27 -0%
WCM Investment Management
44
WCM Investment Management
California
$15.1M -$4.45M -44,000 -23%
Legal & General Group
45
Legal & General Group
United Kingdom
$14.5M -$46.9K -464 -0.3%
HNWA
46
Henrickson Nauta Wealth Advisors
Michigan
$14.4M +$12.4M +122,484 +664%
Swiss National Bank
47
Swiss National Bank
Switzerland
$14M +$50.5K +500 +0.4%
SBH
48
Segall Bryant & Hamill
Illinois
$13.7M -$765K -7,569 -5%
Prudential Financial
49
Prudential Financial
New Jersey
$13.6M -$10.4M -103,082 -44%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$13M -$152K -1,506 -1%

UFPI Hedge Fund Activity: Q3 2023 in Review

362 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2023, worth a combined $5.11B — up 6.1% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UFPI positions and 33 closed out — a net gain of 6 holders — while 121 added to existing stakes and 156 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $138M. The largest seller was Victory Capital Management, cutting an estimated $34.6M.

  • 362 institutional investors held UFP Industries (UFPI) as of Q3 2023, up from 359 in Q2 2023.
  • Funds reported $5.11B of UFP Industries stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 39 funds opened new UFP Industries positions in Q3 2023 and 33 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $138M added.
  • The largest UFP Industries seller in Q3 2023 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.