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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
YMRC
151
Yorktown Management & Research Company
Virginia
$899K
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$895K
KAS
153
Kestra Advisory Services
Texas
$859K +$31.8K +508 +5%
Voloridge Investment Management
154
Voloridge Investment Management
Florida
$858K -$509K -8,134 -42%
HW
155
Hancock Whitney
Mississippi
$851K -$61K -975 -8%
CPO
156
Cerity Partners OCIO
New York
$841K +$252K +4,023 +57%
Osaic Holdings
157
Osaic Holdings
Arizona
$835K +$466K +7,439 +209%
Stifel Financial
158
Stifel Financial
Missouri
$827K +$151K +2,413 +28%
PPCM
159
Pillar Pacific Capital Management
California
$810K -$50.1K -800 -7%
BWM
160
BerganKDV Wealth Management
Minnesota
$772K +$2.5K +40 +0.4%
Truist Financial
161
Truist Financial
North Carolina
$735K +$606K +9,687 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$726K +$11.6K +186 +2%
DADC
163
D.A. Davidson & Co
Montana
$719K +$593K +9,475 New
ECM
164
Everence Capital Management
Indiana
$688K -$308K -4,920 -35%
CG
165
Colony Group
Massachusetts
$681K +$251K +4,006 +81%
GC
166
Guggenheim Capital
Illinois
$654K +$540K +8,626 New
Janus Henderson Group
167
Janus Henderson Group
United Kingdom
$645K +$61.7K +986 +13%
AB
168
Amalgamated Bank
New York
$642K -$47.7K -762 -8%
WCA
169
Westover Capital Advisors
Delaware
$635K +$62.2K +993 +13%
AG
170
Algert Global
California
$631K -$21.2K -338 -4%
QT
171
Quantbot Technologies
New York
$610K +$444K +7,088 +732%
SAM
172
Shell Asset Management
Netherlands
$602K -$3.13K -50 -0.6%
BAMF
173
BI Asset Management Fondsmaeglerselskab
Denmark
$602K
MAM
174
Martingale Asset Management
Massachusetts
$602K
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$595K

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.