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UFP Industries
UFPI

Overview Fund Activity

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
Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.77%
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

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
2
AQR Capital Management
AQR Capital Management
Connecticut
$69.5M
3
WA
Wasatch Advisors
Utah
$32.5M
4
Charles Schwab
Charles Schwab
California
$76.7M
5
Capital International Investors
Capital International Investors
California
$34.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$162M
2
Franklin Resources
Franklin Resources
California
$157M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
5
Millennium Management
Millennium Management
New York
$630K
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
176
Vanguard Personalized Indexing Management
California
$1.03M +$52.3K +511 +5%
KAS
177
Kestra Advisory Services
Texas
$1M +$10.5K +103 +1%
Federated Hermes
178
Federated Hermes
Pennsylvania
$1M -$95.8K -936 -9%
MWM
179
Modera Wealth Management
New Jersey
$992K – – –
AG
180
AIA Group
Hong Kong
$981K +$47.3K +462 +5%
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$960K -$418K -4,078 -30%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$952K – – –
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$946K -$2.06M -20,146 -69%
X
184
Xponance
Pennsylvania
$923K -$20K -195 -2%
AR
185
Advisory Research
Illinois
$920K -$36.4K -355 -4%
I
186
InceptionR
California
$909K +$124K +1,213 +16%
AWA
187
Arete Wealth Advisors
Illinois
$902K +$902K +8,811 New
SF
188
Synovus Financial
Georgia
$902K +$124K +1,213 +16%
Boston Partners
189
Boston Partners
Massachusetts
$878K – – –
CCIA
190
Campbell & Co Investment Adviser
Maryland
$876K -$1.65M -16,150 -65%
Mackenzie Financial
191
Mackenzie Financial
Ontario, Canada
$866K +$67.2K +671 +8%
TWD
192
True Wealth Design
Ohio
$864K -$157K -1,530 -15%
CA
193
Claro Advisors
Massachusetts
$861K +$205 +2 +0%
KWM
194
Kingsview Wealth Management
Oregon
$845K -$209K -2,041 -20%
LWAM
195
Legacy Wealth Asset Management
Minnesota
$822K -$13.6K -133 -2%
CB
196
Commerce Bank
Missouri
$813K -$11K -107 -1%
VI
197
Versor Investments
New York
$811K -$113K -1,100 -12%
WG
198
Winton Group
United Kingdom
$790K -$227K -2,221 -22%
AIMCA
199
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$788K – – –
SIM
200
SummerHaven Investment Management
Connecticut
$761K -$217K -2,117 -22%
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