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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
201
Jump Financial
Illinois
$765K +$823K +9,621 New
PMEF
202
Point72 Middle East FZE
United Arab Emirates
$761K +$819K +9,576 New
FC
203
FORA Capital
Florida
$747K +$804K +9,397 New
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$739K
AR
205
Advisory Research
Illinois
$712K -$10.8K -126 -1%
VanEck Associates
206
VanEck Associates
New York
$697K +$555K +6,481 +283%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$675K -$2.95M -34,426 -80%
Truist Financial
208
Truist Financial
North Carolina
$674K -$1.2K -14 -0.2%
Mackenzie Financial
209
Mackenzie Financial
Ontario, Canada
$671K +$4.54K +53 +0.6%
LWAM
210
Legacy Wealth Asset Management
Minnesota
$665K -$14.4K -168 -2%
VPIM
211
Vanguard Personalized Indexing Management
California
$664K +$715K +8,353 New
CB
212
Commerce Bank
Missouri
$647K -$8.98K -105 -1%
TI
213
Tidal Investments
Wisconsin
$638K +$687K +8,026 New
ZCM
214
Zebra Capital Management
Connecticut
$628K -$94.6K -1,105 -12%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$623K
BCM
216
Bayesian Capital Management
New York
$615K +$662K +7,738 New
HW
217
Hancock Whitney
Mississippi
$614K -$96.7K -1,130 -13%
AIMCA
218
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$612K -$2.1M -24,500 -76%
KeyBank National Association
219
KeyBank National Association
Ohio
$608K -$33.8K -395 -5%
KWM
220
Kingsview Wealth Management
Oregon
$599K -$42.1K -492 -6%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$598K -$16.5K -193 -3%
AWA
222
Arete Wealth Advisors
Illinois
$596K +$642K +7,498 New
SCA
223
Snowden Capital Advisors
New York
$590K +$203K +2,374 +47%
B
224
Bailard
California
$585K +$368K +4,300 +140%
SF
225
Synovus Financial
Georgia
$544K +$171 +2 +0%

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.