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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
WCM
76
Wedge Capital Management
North Carolina
$5.71M -$567K -5,610 -9%
EF
77
Empowered Funds
Pennsylvania
$5.6M +$177K +1,749 +3%
TPSF
78
Texas Permanent School Fund
Texas
$5.38M -$216K -2,134 -4%
GIP
79
Granite Investment Partners
California
$5.32M -$289K -2,856 -5%
FP
80
Foundry Partners
Minnesota
$5.32M -$1.58M -15,647 -23%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$5.27M -$20.2K -200 -0.4%
BA
82
Bridgewater Associates
Connecticut
$5.22M +$5.15M +51,007 New
BG
83
Bahl & Gaynor
Ohio
$5.18M -$1.51K -15 -0%
Lazard Asset Management
84
Lazard Asset Management
New York
$5.13M -$5.7M -56,414 -53%
Osaic Holdings
85
Osaic Holdings
Arizona
$4.95M +$1.97M +19,546 +68%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$4.88M +$98.8K +978 +2%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$4.84M +$432K +4,273 +10%
MAM
88
Martingale Asset Management
Massachusetts
$4.77M -$276K -2,728 -6%
AACP
89
Advantage Alpha Capital Partners
California
$4.66M +$335K +3,312 +8%
QCM
90
QRG Capital Management
Illinois
$4.5M +$4.44M +43,943 New
Wells Fargo
91
Wells Fargo
California
$4.34M -$819K -8,110 -16%
WG
92
Watchman Group
Texas
$4.34M -$117K -1,158 -3%
Renaissance Technologies
93
Renaissance Technologies
New York
$4.29M +$3.77M +37,309 +811%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$4.29M +$339K +3,351 +9%
Natixis Advisors
95
Natixis Advisors
Massachusetts
$4.23M +$1.73M +17,082 +70%
CAM
96
ClariVest Asset Management
California
$4.13M -$291K -2,878 -7%
BCC
97
Bridge City Capital
Oregon
$4.02M -$26.7K -264 -0.7%
AA
98
ALPS Advisors
Colorado
$4.02M +$2.24M +22,140 +129%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$3.92M +$715K +7,076 +23%
HFS
100
Hantz Financial Services
Michigan
$3.88M -$935K -9,256 -20%

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.