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UFP Industries

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.

New
Increased
Maintained
Reduced
Closed

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: 387426 (+39)

0% more funds holding in top 10

Funds holding in top 10: 22 (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

Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
157
Closed
30
Calls
$11.7M
Puts
$3.42M
Net Calls
+$8.33M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$51.3M +$582K +5,013 +1%
First Trust Advisors
27
First Trust Advisors
Illinois
$49.8M +$13.2M +113,520 +39%
Capital International Investors
28
Capital International Investors
California
$41M
WA
29
Wasatch Advisors
Utah
$40.8M -$271K -2,331 -0.7%
Bank of America
30
Bank of America
North Carolina
$37.3M +$15.9M +136,717 +82%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$34.5M -$636K -5,476 -2%
Ameriprise
32
Ameriprise
Minnesota
$31.3M +$1.91M +16,432 +7%
Principal Financial Group
33
Principal Financial Group
Iowa
$31M +$400K +3,444 +1%
HNWA
34
Henrickson Nauta Wealth Advisors
Michigan
$29M +$13.3M +114,166 +82%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$27.5M -$199K -1,709 -0.8%
Citadel Advisors
36
Citadel Advisors
Florida
$27.2M +$6.11M +52,552 +31%
American Century Companies
37
American Century Companies
Missouri
$25M -$143K -1,229 -0.6%
KCM
38
Kennedy Capital Management
Missouri
$24.6M +$737K +6,346 +3%
N
39
Nuveen
North Carolina
$24.5M -$14.9M -128,236 -39%
MOACM
40
Mutual of America Capital Management
New York
$23.8M -$1.01M -8,678 -4%
Allianz Asset Management
41
Allianz Asset Management
Germany
$22.3M -$4.95M -42,571 -19%
AllianceBernstein
42
AllianceBernstein
Tennessee
$22.2M -$313K -2,691 -1%
RJA
43
Raymond James & Associates
Florida
$22.1M -$963K -8,290 -4%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$21.8M +$13.8M +119,175 +204%
Millennium Management
45
Millennium Management
New York
$20.8M +$19.6M +168,780 New
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$18.2M +$17.2M +148,322 New
Legal & General Group
47
Legal & General Group
United Kingdom
$17.7M +$408K +3,512 +3%
Barclays
48
Barclays
United Kingdom
$16.3M -$5.07M -43,651 -25%
Stifel Financial
49
Stifel Financial
Missouri
$16M +$5.16M +44,453 +52%
SBH
50
Segall Bryant & Hamill
Illinois
$15.7M -$450K -3,870 -3%

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.