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UFP Industries

348 hedge funds and large institutions have $3.88B invested in UFP Industries in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

5% more capital invested

Capital invested by funds: $3.69B → $3.88B (+$190M)

3% more funds holding

Funds holding: 338348 (+10)

1.01% more ownership

Funds ownership: 83.02%84.03% (+1%)

8% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.88M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 134

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
125
Reduced
134
Closed
32
Calls
$2.03M
Puts
$1.88M
Net Calls
+$151K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
176
SG Americas Securities
New York
$816K +$167K +2,191 +27%
E
177
Ergoteles
New York
$804K -$1.4M -18,300 -64%
WG
178
Winton Group
United Kingdom
$804K +$396K +5,187 +105%
GC
179
Guggenheim Capital
Illinois
$792K +$107K +1,400 +16%
ProShare Advisors
180
ProShare Advisors
Maryland
$770K +$96.9K +1,269 +15%
RCAMU
181
Rothschild & Co Asset Management US
Connecticut
$765K -$113K -1,477 -13%
BAM
182
Baldrige Asset Management
Pennsylvania
$764K
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$763K +$155K +2,031 +27%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$737K
AR
185
Advisory Research
Illinois
$720K +$840 +11 +0.1%
CCIA
186
Campbell & Co Investment Adviser
Maryland
$719K +$693K +9,075 New
ZCM
187
Zebra Capital Management
Connecticut
$714K -$73.3K -959 -10%
HW
188
Hancock Whitney
Mississippi
$702K -$382 -5 -0.1%
Neuberger Berman Group
189
Neuberger Berman Group
New York
$683K -$36.5K -478 -5%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$677K -$76.3K -999 -10%
LWAM
191
Legacy Wealth Asset Management
Minnesota
$676K +$6.04K +79 +0.9%
Truist Financial
192
Truist Financial
North Carolina
$673K +$300K +3,922 +86%
NYLIM
193
New York Life Investment Management
New York
$667K +$53.6K +701 +9%
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$665K +$226K +2,958 +54%
CB
195
Commerce Bank
Missouri
$654K -$14.5K -190 -2%
KeyBank National Association
196
KeyBank National Association
Ohio
$638K +$23.7K +310 +4%
KWM
197
Kingsview Wealth Management
Oregon
$636K +$613K +8,029 New
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$622K
ZIM
199
Zacks Investment Management
Illinois
$615K -$83K -1,086 -12%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$612K +$49.4K +647 +9%

UFPI Hedge Fund Activity: Q4 2022 in Review

348 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2022, worth a combined $3.88B — up 5.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UFPI positions and 32 closed out — a net gain of 16 holders — while 125 added to existing stakes and 134 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $26.6M. The largest seller was Loomis, Sayles & Company, cutting an estimated $20M.

  • 348 institutional investors held UFP Industries (UFPI) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $3.88B of UFP Industries stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 48 funds opened new UFP Industries positions in Q4 2022 and 32 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q4 2022 was Victory Capital Management, an estimated $26.6M added.
  • The largest UFP Industries seller in Q4 2022 was Loomis, Sayles & Company, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2022.