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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
VI
151
Vestcor Inc
New Brunswick, Canada
$1.53M +$466K +4,610 +44%
Rafferty Asset Management
152
Rafferty Asset Management
New York
$1.53M +$127K +1,258 +9%
SOMRS
153
State of Michigan Retirement System
Michigan
$1.52M -$50.5K -500 -3%
VanEck Associates
154
VanEck Associates
New York
$1.45M +$429K +4,246 +43%
JIC
155
Johnson Investment Counsel
Ohio
$1.45M -$705K -6,980 -33%
NMIMC
156
Northwestern Mutual Investment Management Company
Wisconsin
$1.4M -$8.08K -80 -0.6%
CI
157
CX Institutional
Indiana
$1.39M -$4.19M -41,442 -75%
LCM
158
Legato Capital Management
California
$1.38M -$53.3K -528 -4%
Corient Private Wealth
159
Corient Private Wealth
Florida
$1.36M +$677K +6,698 +101%
Jane Street
160
Jane Street
New York
$1.35M +$401K +3,970 +43%
Squarepoint
161
Squarepoint
New York
$1.34M -$64.1K -634 -5%
LT
162
Legacy Trust
Michigan
$1.32M
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$1.29M
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M -$1.77M -17,488 -58%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$1.28M +$153K +1,511 +14%
CAM
166
Cubic Asset Management
Massachusetts
$1.25M
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$1.23M +$157K +1,554 +15%
Truist Financial
168
Truist Financial
North Carolina
$1.21M -$179K -1,776 -13%
LPL Financial
169
LPL Financial
California
$1.15M -$1.26M -12,496 -53%
ProShare Advisors
170
ProShare Advisors
Maryland
$1.14M -$29.9K -296 -3%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$1.14M +$403K +3,985 +56%
EP
172
Edgestream Partners
New Jersey
$1.14M -$690K -6,826 -38%
Jennison Associates
173
Jennison Associates
New York
$1.13M -$674K -6,674 -38%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$1.1M -$3.17M -31,409 -75%
CIA
175
Cascade Investment Advisors
Oregon
$1.06M -$320K -3,170 -23%

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.