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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
VPIM
176
Vanguard Personalized Indexing Management
California
$1.03M +$51.6K +511 +5%
KAS
177
Kestra Advisory Services
Texas
$1M +$10.4K +103 +1%
Federated Hermes
178
Federated Hermes
Pennsylvania
$1M -$94.6K -936 -9%
MWM
179
Modera Wealth Management
New Jersey
$992K
AG
180
AIA Group
Hong Kong
$981K +$46.7K +462 +5%
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$960K -$412K -4,078 -30%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$952K
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$946K -$2.04M -20,146 -69%
X
184
Xponance
Pennsylvania
$923K -$19.7K -195 -2%
AR
185
Advisory Research
Illinois
$920K -$35.9K -355 -4%
I
186
InceptionR
California
$909K +$123K +1,213 +16%
AWA
187
Arete Wealth Advisors
Illinois
$902K +$890K +8,811 New
SF
188
Synovus Financial
Georgia
$902K +$123K +1,213 +16%
Boston Partners
189
Boston Partners
Massachusetts
$878K
CCIA
190
Campbell & Co Investment Adviser
Maryland
$876K -$1.63M -16,150 -65%
Mackenzie Financial
191
Mackenzie Financial
Ontario, Canada
$866K +$67.8K +671 +8%
TWD
192
True Wealth Design
Ohio
$864K -$155K -1,530 -15%
CA
193
Claro Advisors
Massachusetts
$861K +$202 +2 +0%
KWM
194
Kingsview Wealth Management
Oregon
$845K -$206K -2,041 -20%
LWAM
195
Legacy Wealth Asset Management
Minnesota
$822K -$13.4K -133 -2%
CB
196
Commerce Bank
Missouri
$813K -$10.8K -107 -1%
VI
197
Versor Investments
New York
$811K -$111K -1,100 -12%
WG
198
Winton Group
United Kingdom
$790K -$224K -2,221 -22%
AIMCA
199
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$788K
SIM
200
SummerHaven Investment Management
Connecticut
$761K -$214K -2,117 -22%

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.