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UFP Industries

318 hedge funds and large institutions have $3.45B invested in UFP Industries in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 82.5%81.58% (-0.92%)

4% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 124

5% less funds holding

Funds holding: 336318 (-18)

13% less capital invested

Capital invested by funds: $3.96B → $3.45B (-$505M)

23% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $2.04M

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
318
Holders Change
-18
Holders Change %
-5.36%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
119
Reduced
124
Closed
43
Calls
$1.57M
Puts
$2.04M
Net Calls
-$472K
Net Calls Change
-$795K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
201
Nations Financial Group
Iowa
$399K +$6.63K +88 +2%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$385K +$89.7K +1,190 +27%
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$379K +$59.2K +786 +16%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$374K -$66.3K -880 -14%
US Bancorp
205
US Bancorp
Minnesota
$373K +$10.2K +136 +3%
B
206
Bailard
California
$372K +$411K +5,456 New
CGH
207
Crossmark Global Holdings
Texas
$366K -$17.3K -230 -4%
E
208
Ergoteles
New York
$360K -$26.7K -354 -6%
ACM
209
AlphaCrest Capital Management
New York
$358K -$795K -10,547 -67%
MGWM
210
Marks Group Wealth Management
Minnesota
$341K
OAM
211
Oberweis Asset Management
Illinois
$327K +$98K +1,300 +37%
DAM
212
Delta Asset Management
Tennessee
$324K
TCWM
213
Total Clarity Wealth Management
Illinois
$320K +$7.38K +98 +2%
SCA
214
Snowden Capital Advisors
New York
$320K +$354K +4,704 New
WG
215
Winton Group
United Kingdom
$314K +$347K +4,609 New
Jane Street
216
Jane Street
New York
$312K -$1.04M -13,820 -75%
AIP
217
Ameritas Investment Partners
Nebraska
$311K -$11.8K -156 -3%
TD Asset Management
218
TD Asset Management
Ontario, Canada
$307K +$339K +4,500 New
MM
219
MQS Management
New York
$302K +$334K +4,428 New
PA
220
Profund Advisors
Maryland
$289K -$65.6K -870 -17%
WIM
221
Wilen Investment Management
Florida
$285K
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$285K +$7.99K +106 +3%
AP
223
Advisor Partners
California
$280K +$75 +1 +0%
WCA
224
Westover Capital Advisors
Delaware
$276K -$7.54K -100 -2%
PAS
225
Park Avenue Securities
New York
$276K -$2.41K -32 -0.8%

UFPI Hedge Fund Activity: Q2 2022 in Review

318 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2022, worth a combined $3.45B — down 13% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UFPI and 31 opened new positions — a net loss of 12 holders — while 124 trimmed existing stakes and 119 added.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $14M sold.

  • 318 institutional investors held UFP Industries (UFPI) as of Q2 2022, down from 336 in Q1 2022.
  • Funds reported $3.45B of UFP Industries stock for Q2 2022, down 13% quarter-over-quarter.
  • 31 funds opened new UFP Industries positions in Q2 2022 and 43 closed out, a net change of -12 holders.
  • The largest UFP Industries buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest UFP Industries seller in Q2 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2022.