UFPI icon

UFP Industries
UFPI

Overview Fund Activity

387 hedge funds and large institutions have $6.37B invested in UFP Industries in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+25
Holders Change %
+6.91%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
116
Reduced
156
Closed
29
Calls
$21.4M
Puts
$4.51M
Net Calls
+$16.8M
Net Calls Change
+$7.65M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$396M
2
Morgan Stanley
Morgan Stanley
New York
$108M
3
BlackRock
BlackRock
New York
$1.07B
4
Wells Fargo
Wells Fargo
California
$51.7M
5
Norges Bank
Norges Bank
Norway
$86.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$180M
2
Victory Capital Management
Victory Capital Management
Texas
$154M
3
Franklin Resources
Franklin Resources
California
$161M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$302M
5
AQR Capital Management
AQR Capital Management
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$1.3M +$1.12M +8,940 +615%
KAS
177
Kestra Advisory Services
Texas
$1.3M +$67.4K +537 +5%
AFA
178
Abacus FCF Advisors
Florida
$1.29M +$577K +4,598 +81%
CIA
179
Cascade Investment Advisors
Oregon
$1.28M -$14.4K -115 -1%
AG
180
AIA Group
Hong Kong
$1.28M +$74.5K +593 +6%
MWM
181
Modera Wealth Management
New Jersey
$1.21M -$5.65K -45 -0.5%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$1.17M – – –
VPIM
183
Vanguard Personalized Indexing Management
California
$1.15M -$112K -896 -9%
X
184
Xponance
Pennsylvania
$1.14M +$8.66K +69 +0.8%
Jennison Associates
185
Jennison Associates
New York
$1.12M -$259K -2,060 -19%
AR
186
Advisory Research
Illinois
$1.11M -$20.8K -166 -2%
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$1.09M -$252K -2,000 -19%
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$1.08M -$7.53K -60 -0.7%
Neuberger Berman Group
189
Neuberger Berman Group
New York
$1.07M -$332K -2,641 -24%
Federated Hermes
190
Federated Hermes
Pennsylvania
$1.06M -$172K -1,368 -14%
CA
191
Claro Advisors
Massachusetts
$1.06M – – –
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$1.03M +$274K +2,183 +36%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$1.02M -$489K -3,895 -32%
SF
194
Synovus Financial
Georgia
$1.02M -$84.1K -670 -8%
LWAM
195
Legacy Wealth Asset Management
Minnesota
$995K -$12.3K -98 -1%
Lazard Asset Management
196
Lazard Asset Management
New York
$993K -$5.29M -42,200 -84%
EP
197
Edgestream Partners
New Jersey
$972K -$424K -3,381 -30%
AIMCA
198
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$967K – – –
SIM
199
SummerHaven Investment Management
Connecticut
$944K +$11K +88 +1%
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$924K +$924K +7,356 New
6 7
8
9 10