We are live on ! Find out more
UFPI icon

UFP Industries

276 hedge funds and large institutions have $3.8B invested in UFP Industries in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $993K

37% more capital invested

Capital invested by funds: $2.77B → $3.8B (+$1.03B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 43

3% more funds holding

Funds holding: 269276 (+7)

0.53% more ownership

Funds ownership: 80.85%81.38% (+0.53%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
88
Reduced
110
Closed
43
Calls
$4.68M
Puts
$993K
Net Calls
+$3.69M
Net Calls Change
+$831K
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
126
Holocene Advisors
New York
$1.42M +$1.17M +18,755 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$1.4M +$57.5K +918 +6%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$1.39M -$81.4K -1,300 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.36M -$7.33M -117,100 -87%
HF
130
HRT Financial
New York
$1.36M +$793K +12,669 +243%
ASRS
131
Arizona State Retirement System
Arizona
$1.35M +$4.44K +71 +0.4%
ProShare Advisors
132
ProShare Advisors
Maryland
$1.35M +$211K +3,374 +23%
IIM
133
Ironwood Investment Management
Massachusetts
$1.27M +$8.82K +141 +0.8%
SF
134
Synovus Financial
Georgia
$1.26M +$18K +288 +2%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$1.21M -$33K -528 -3%
Schroder Investment Management Group
136
Schroder Investment Management Group
United Kingdom
$1.2M -$1.21M -19,298 -55%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$1.15M +$65.4K +1,045 +7%
CAM
138
Cubic Asset Management
Massachusetts
$1.12M +$182K +2,900 +24%
JCIA
139
Jackson Creek Investment Advisors
Colorado
$1.08M -$26.5K -423 -3%
SEI Investments
140
SEI Investments
Pennsylvania
$1.06M -$1.46M -23,247 -62%
CB
141
Commerce Bank
Missouri
$1.06M +$71.4K +1,140 +9%
HA
142
Harfst & Associates
Wyoming
$1.06M +$872K +13,931 New
ACM
143
Argent Capital Management
Missouri
$1.04M +$48.1K +768 +6%
AIC
144
Aurora Investment Counsel
Georgia
$992K +$85.7K +1,370 +12%
Allianz Asset Management
145
Allianz Asset Management
Germany
$975K -$7.15M -114,231 -90%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$944K +$98.7K +1,577 +15%
GAM
147
Gotham Asset Management
New York
$921K -$1.07M -17,154 -59%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$921K -$179K -2,852 -19%
LPL Financial
149
LPL Financial
California
$912K +$257K +4,103 +52%
Mitsubishi UFJ Trust & Banking
150
Mitsubishi UFJ Trust & Banking
Japan
$910K +$751K +12,000 New

UFPI Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2021, worth a combined $3.8B — up 37% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UFPI positions and 43 closed out — a net gain of 8 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Royce & Associates, adding an estimated $36.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $18.3M.

  • 276 institutional investors held UFP Industries (UFPI) as of Q1 2021, up from 269 in Q4 2020.
  • Funds reported $3.8B of UFP Industries stock for Q1 2021, up 37% quarter-over-quarter.
  • 51 funds opened new UFP Industries positions in Q1 2021 and 43 closed out, a net change of +8 holders.
  • The largest UFP Industries buyer in Q1 2021 was Royce & Associates, an estimated $36.2M added.
  • The largest UFP Industries seller in Q1 2021 was Dimensional Fund Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2021.