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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$12.6M -$906K -8,964 -7%
NPPM
52
North Point Portfolio Managers
Ohio
$12.4M -$1.75M -17,289 -12%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$12.1M +$4.97M +49,167 +71%
AIG
54
American International Group
New York
$11.9M -$546K -5,400 -4%
Fisher Asset Management
55
Fisher Asset Management
Washington
$11.6M +$766K +7,583 +7%
AG
56
Algert Global
California
$11.1M -$1.19M -11,793 -10%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$10.1M +$1.16M +11,444 +13%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M -$184K -1,821 -2%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$9.56M -$216K -2,138 -2%
Citigroup
60
Citigroup
New York
$9.35M +$4.43M +43,826 +92%
WSFS
61
Wilmington Savings Fund Society
Delaware
$8.71M -$61.6K -610 -0.7%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$8.28M +$1.37M +13,525 +20%
RJA
63
Raymond James & Associates
Florida
$8.26M +$3.05M +30,142 +60%
PI
64
Putnam Investments
Massachusetts
$7.98M +$532K +5,269 +7%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$7.91M -$280K -2,776 -3%
Barclays
66
Barclays
United Kingdom
$7.78M -$2M -19,776 -21%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.66M +$638K +6,318 +9%
UBS Group
68
UBS Group
Switzerland
$7.22M -$1.74M -17,248 -20%
MWM
69
Moran Wealth Management
Florida
$7.21M -$9.7K -96 -0.1%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$7.09M -$381K -3,774 -5%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$7.04M -$685K -6,780 -9%
SEI Investments
72
SEI Investments
Pennsylvania
$7.04M +$900K +8,913 +15%
MIM
73
MetLife Investment Management
New Jersey
$6.75M -$178K -1,757 -3%
CS
74
Credit Suisse
Switzerland
$6.65M +$112K +1,107 +2%
UBS AM
75
UBS AM
Illinois
$6.09M -$475K -4,699 -7%

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.