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UFP Industries
UFPI

Overview Fund Activity

362 hedge funds and large institutions have $5.11B invested in UFP Industries in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
121
Reduced
156
Closed
33
Calls
$11.6M
Puts
$2.41M
Net Calls
+$9.2M
Net Calls Change
+$6.54M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
2
AQR Capital Management
AQR Capital Management
Connecticut
$69.5M
3
WA
Wasatch Advisors
Utah
$32.5M
4
Charles Schwab
Charles Schwab
California
$76.7M
5
Capital International Investors
Capital International Investors
California
$34.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$162M
2
Franklin Resources
Franklin Resources
California
$157M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
5
Millennium Management
Millennium Management
New York
$630K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
201
State of Alaska Department of Revenue
Alaska
$753K -$35.3K -345 -4%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$753K -$901K -8,796 -54%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$752K -$51.6K -504 -6%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$717K +$717K +7,001 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$714K -$9.21K -90 -1%
B
206
Bailard
California
$713K – – –
VIA
207
Virtus Investment Advisers
Connecticut
$662K – – –
TI
208
Tidal Investments
Wisconsin
$659K -$140K -1,364 -17%
MCM
209
MAI Capital Management
Ohio
$647K -$205 -2 -0%
YMRC
210
Yorktown Management & Research Company
Virginia
$645K – – –
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$642K -$4.73M -46,151 -88%
KeyBank National Association
212
KeyBank National Association
Ohio
$639K -$163K -1,595 -20%
Verition Fund Management
213
Verition Fund Management
Connecticut
$638K -$287K -2,800 -31%
CGH
214
Crossmark Global Holdings
Texas
$634K +$160K +1,551 +34%
Millennium Management
215
Millennium Management
New York
$630K -$20.6M -201,210 -97%
FFG
216
Fortem Financial Group
California
$621K -$3.58K -35 -0.6%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$620K -$690K -6,740 -53%
Aviva
218
Aviva
United Kingdom
$597K -$1.09M -10,680 -65%
RJFSA
219
Raymond James Financial Services Advisors
Florida
$595K +$195K +1,903 +49%
WB
220
WesBanco Bank
West Virginia
$594K +$594K +5,803 New
VA
221
Vident Advisory
Georgia
$594K +$594K +5,802 New
AFA
222
Abacus FCF Advisors
Florida
$582K +$582K +5,685 New
EF
223
Empirical Finance
Pennsylvania
$581K +$4.4K +43 +0.8%
Mariner
224
Mariner
Kansas
$581K +$33.9K +331 +6%
WCA
225
Westover Capital Advisors
Delaware
$555K +$16.4K +160 +3%
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