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UFP Industries

426 hedge funds and large institutions have $6.21B invested in UFP Industries in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.42M

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

10% more funds holding

Funds holding: 387426 (+39)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 82.14%82.14% (+0%)

3% less capital invested

Capital invested by funds: $6.37B → $6.21B (-$162M)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
157
Closed
30
Calls
$11.7M
Puts
$3.42M
Net Calls
+$8.33M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
CX Institutional
Indiana
$1.34M -$233K -2,002 -15%
VI
177
Vestcor Inc
New Brunswick, Canada
$1.33M -$482K -4,151 -28%
Neuberger Berman Group
178
Neuberger Berman Group
New York
$1.33M +$265K +2,281 +27%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$1.31M -$92K -792 -7%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$1.26M +$540K +4,645 +83%
KAS
181
Kestra Advisory Services
Texas
$1.25M -$17.2K -148 -1%
CIA
182
Cascade Investment Advisors
Oregon
$1.24M -$15.1K -130 -1%
AFA
183
Abacus FCF Advisors
Florida
$1.23M -$33.8K -291 -3%
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$1.21M +$1.15M +9,877 New
SEC
185
Seven Eight Capital
New York
$1.21M +$1.14M +9,831 New
VI
186
Versor Investments
New York
$1.21M +$1.14M +9,800 New
TI
187
Trexquant Investment
Connecticut
$1.19M +$1.12M +9,660 New
MWM
188
Modera Wealth Management
New Jersey
$1.19M +$1.39K +12 +0.1%
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$1.14M
Squarepoint
190
Squarepoint
New York
$1.14M +$1.08M +9,288 New
Jennison Associates
191
Jennison Associates
New York
$1.13M +$30.7K +264 +3%
X
192
Xponance
Pennsylvania
$1.08M -$34.5K -297 -3%
DekaBank Deutsche Girozentrale
193
DekaBank Deutsche Girozentrale
Germany
$1.06M
BMSSC
194
B. Metzler seel. Sohn & Co
Germany
$1.04M -$2.27M -19,535 -70%
CA
195
Claro Advisors
Massachusetts
$1.03M
Massachusetts Financial Services
196
Massachusetts Financial Services
Massachusetts
$1.03M +$975K +8,390 New
AR
197
Advisory Research
Illinois
$1.03M -$54K -465 -5%
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$1.02M -$38K -327 -4%
Federated Hermes
199
Federated Hermes
Pennsylvania
$996K -$39.2K -337 -4%
ECM
200
ExodusPoint Capital Management
New York
$990K +$936K +8,052 New

UFPI Hedge Fund Activity: Q1 2024 in Review

426 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2024, worth a combined $6.21B — down 2.5% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UFPI positions and 30 closed out — a net gain of 42 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $44.6M.

  • 426 institutional investors held UFP Industries (UFPI) as of Q1 2024, up from 387 in Q4 2023.
  • Funds reported $6.21B of UFP Industries stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 72 funds opened new UFP Industries positions in Q1 2024 and 30 closed out, a net change of +42 holders.
  • The largest UFP Industries buyer in Q1 2024 was Fidelity Investments, an estimated $45M added.
  • The largest UFP Industries seller in Q1 2024 was Morgan Stanley, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2024.