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UFP Industries

276 hedge funds and large institutions have $3.8B invested in UFP Industries in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $993K

37% more capital invested

Capital invested by funds: $2.77B → $3.8B (+$1.03B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 43

3% more funds holding

Funds holding: 269276 (+7)

0.53% more ownership

Funds ownership: 80.85%81.38% (+0.53%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
88
Reduced
110
Closed
43
Calls
$4.68M
Puts
$993K
Net Calls
+$3.69M
Net Calls Change
+$831K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$345K -$46.4K -742 -14%
WIM
202
Wilen Investment Management
Florida
$326K
SG Americas Securities
203
SG Americas Securities
New York
$319K -$111K -1,769 -30%
SCM
204
Shelton Capital Management
Colorado
$312K
FHB
205
First Hawaiian Bank
Hawaii
$303K -$66.7K -1,066 -21%
FCBT
206
First Citizens Bank & Trust
North Carolina
$300K -$95.7K -1,529 -28%
AAMU
207
Amundi Asset Management US
Massachusetts
$286K -$89.3K -1,426 -27%
PI
208
PEAK6 Investments
Illinois
$286K +$236K +3,771 New
William Blair & Company
209
William Blair & Company
Illinois
$279K -$6.45K -103 -3%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$276K +$228K +3,643 New
Squarepoint
211
Squarepoint
New York
$273K -$872K -13,934 -79%
CAG
212
Csenge Advisory Group
Florida
$268K +$209K +3,346 New
OAM
213
Oberweis Asset Management
Illinois
$265K +$219K +3,500 New
OAM
214
Origin Asset Management
United Kingdom
$255K +$211K +3,368 New
QC
215
Quadrature Capital
United Kingdom
$253K +$208K +3,330 New
WAM
216
World Asset Management
Michigan
$247K +$184K +2,945 New
IC
217
Intersect Capital
California
$245K +$202K +3,233 New
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$242K +$192K +3,066 +2,414%
CCP
219
Clarkston Capital Partners
Michigan
$228K +$188K +3,000 New
RHBC
220
R.H. Bluestein & Co
Michigan
$228K +$188K +3,000 New
SAM
221
Sawgrass Asset Management
Florida
$224K -$87.6K -1,399 -32%
SSA
222
Schonfeld Strategic Advisors
New York
$205K +$169K +2,700 New
SFS
223
Sowell Financial Services
Arkansas
$198K +$140K +2,239 New
FC
224
FORA Capital
Florida
$193K +$159K +2,539 New
CIP
225
Convergence Investment Partners
Florida
$193K +$160K +2,549 New

UFPI Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2021, worth a combined $3.8B — up 37% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UFPI positions and 43 closed out — a net gain of 8 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Royce & Associates, adding an estimated $36.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $18.3M.

  • 276 institutional investors held UFP Industries (UFPI) as of Q1 2021, up from 269 in Q4 2020.
  • Funds reported $3.8B of UFP Industries stock for Q1 2021, up 37% quarter-over-quarter.
  • 51 funds opened new UFP Industries positions in Q1 2021 and 43 closed out, a net change of +8 holders.
  • The largest UFP Industries buyer in Q1 2021 was Royce & Associates, an estimated $36.2M added.
  • The largest UFP Industries seller in Q1 2021 was Dimensional Fund Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2021.