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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
II
176
Inspire Investing
Idaho
$568K +$469K +7,488 New
LWAM
177
Legacy Wealth Asset Management
Minnesota
$565K +$93.8K +1,498 +25%
AP
178
Advisor Partners
California
$550K +$27.3K +436 +6%
PA
179
Profund Advisors
Maryland
$541K +$37.1K +593 +9%
Nomura Holdings
180
Nomura Holdings
Japan
$531K +$438K +6,999 New
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$518K +$78.4K +1,252 +22%
IA
182
IndexIQ Advisors
New York
$518K +$340K +5,429 +387%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$498K -$303K -4,848 -42%
TRCT
184
Tower Research Capital (TRC)
New York
$493K +$154K +2,459 +61%
JMPWA
185
JP Morgan Private Wealth Advisors
California
$467K -$29.9K -477 -7%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$450K -$128K -2,048 -26%
CGH
187
Crossmark Global Holdings
Texas
$443K -$21.3K -340 -6%
ZIM
188
Zacks Investment Management
Illinois
$436K -$210K -3,358 -37%
US Bancorp
189
US Bancorp
Minnesota
$429K -$376 -6 -0.1%
SGI
190
Summit Global Investments
Utah
$416K +$343K +5,488 New
MFS
191
Mirabella Financial Services
United Kingdom
$405K +$334K +5,343 New
BAM
192
Blueshift Asset Management
New Jersey
$404K +$333K +5,324 New
RJA
193
Raymond James & Associates
Florida
$398K +$54.9K +877 +20%
N
194
Natixis
France
$397K +$49.3K +787 +18%
Bessemer Group
195
Bessemer Group
New Jersey
$395K
DT
196
Diversified Trust
Tennessee
$386K -$260K -4,154 -45%
PCA
197
Pallas Capital Advisors
Massachusetts
$377K +$268K +4,288 New
AIP
198
Ameritas Investment Partners
Nebraska
$369K -$14.5K -232 -5%
DAM
199
Delta Asset Management
Tennessee
$361K
AA
200
ALPS Advisors
Colorado
$357K +$3.13K +50 +1%

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.