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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
Creative Planning
126
Creative Planning
Kansas
$2.67M +$218K +1,873 +9%
CAM
127
Cresset Asset Management
Illinois
$2.66M +$275K +2,365 +12%
Canada Pension Plan Investment Board
128
Canada Pension Plan Investment Board
Ontario, Canada
$2.61M +$2.46M +21,200 New
Jane Street
129
Jane Street
New York
$2.57M -$6.83M -58,746 -74%
IMRF
130
Illinois Municipal Retirement Fund
Illinois
$2.51M -$976K -8,403 -29%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$2.48M
AIP
132
Ameritas Investment Partners
Nebraska
$2.43M
SGI
133
Summit Global Investments
Utah
$2.4M -$203K -1,744 -8%
CB
134
Cadence Bank
Mississippi
$2.39M +$12.8K +110 +0.6%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$2.38M -$500K -4,303 -18%
SCP
136
Seizert Capital Partners
Michigan
$2.33M -$1.11M -9,543 -33%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$2.27M +$94.8K +816 +5%
GAM
138
Gotham Asset Management
New York
$2.26M +$352K +3,027 +20%
NAM
139
NorthCrest Asset Manangement
Minnesota
$2.19M -$52.3K -450 -2%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$2.19M +$46.5K +400 +2%
TI
141
Tidal Investments
Wisconsin
$2.15M +$178K +1,534 +10%
DADC
142
D.A. Davidson & Co
Montana
$2.14M -$120K -1,033 -6%
Rafferty Asset Management
143
Rafferty Asset Management
New York
$2.12M -$204K -1,758 -9%
ASRS
144
Arizona State Retirement System
Arizona
$2.09M -$35.6K -306 -2%
Corient Private Wealth
145
Corient Private Wealth
Florida
$2.08M +$11.9K +102 +0.6%
BA
146
Bridgewater Advisors
New York
$2.06M
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$2.02M -$189K -1,626 -6%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$1.91M +$5.58K +48 +0.3%
IIM
149
Ironwood Investment Management
Massachusetts
$1.88M -$4.07K -35 -0.2%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$1.88M -$256K -2,200 -13%

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.