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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
SOMRS
151
State of Michigan Retirement System
Michigan
$1.87M +$46.5K +400 +3%
SDIC
152
South Dakota Investment Council
South Dakota
$1.83M -$69.7K -600 -4%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$1.83M -$2.58M -22,228 -60%
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$1.81M +$280K +2,410 +20%
SO
155
STRS Ohio
Ohio
$1.81M -$198K -1,700 -10%
CSS
156
Cubist Systematic Strategies
Connecticut
$1.8M +$1.7M +14,625 New
MAM
157
Meeder Asset Management
Ohio
$1.78M +$1.14M +9,808 +211%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$1.76M -$4.07K -35 -0.2%
JIC
159
Johnson Investment Counsel
Ohio
$1.74M
ProShare Advisors
160
ProShare Advisors
Maryland
$1.7M +$71.6K +616 +5%
LPL Financial
161
LPL Financial
California
$1.7M +$28.2K +243 +2%
NMIMC
162
Northwestern Mutual Investment Management Company
Wisconsin
$1.7M +$4.18K +36 +0.3%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.68M +$3.83K +33 +0.2%
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$1.66M +$430K +3,701 +22%
QEI
165
QSV Equity Investors
Illinois
$1.56M +$11.6K +100 +0.8%
NMERB
166
New Mexico Educational Retirement Board
New Mexico
$1.55M
KBC Group
167
KBC Group
Belgium
$1.46M -$754K -6,488 -35%
Truist Financial
168
Truist Financial
North Carolina
$1.42M +$38.6K +332 +3%
Capital Fund Management (CFM)
169
Capital Fund Management (CFM)
France
$1.4M +$1.33M +11,419 New
Two Sigma Advisers
170
Two Sigma Advisers
New York
$1.4M -$11.6K -100 -0.9%
CAM
171
Cubic Asset Management
Massachusetts
$1.39M -$105K -900 -7%
AWA
172
Arete Wealth Advisors
Illinois
$1.37M +$160K +1,377 +13%
LT
173
Legacy Trust
Michigan
$1.35M +$14.4K +124 +1%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$1.35M +$425K +3,657 +50%
LCM
175
Legato Capital Management
California
$1.34M

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.