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UFP Industries

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

382% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.41M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

6% more capital invested

Capital invested by funds: $4.82B → $5.11B (+$296M)

1% more funds holding

Funds holding: 359362 (+3)

0.22% more ownership

Funds ownership: 80.23%80.46% (+0.22%)

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 156

Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
201
State of Alaska Department of Revenue
Alaska
$753K -$34.9K -345 -4%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$753K -$889K -8,796 -54%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$752K -$50.9K -504 -6%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$717K +$707K +7,001 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$714K -$9.09K -90 -1%
B
206
Bailard
California
$713K
VIA
207
Virtus Investment Advisers
Connecticut
$662K
TI
208
Tidal Investments
Wisconsin
$659K -$138K -1,364 -17%
MCM
209
MAI Capital Management
Ohio
$647K -$202 -2 -0%
YMRC
210
Yorktown Management & Research Company
Virginia
$645K
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$642K -$4.66M -46,151 -88%
KeyBank National Association
212
KeyBank National Association
Ohio
$639K -$161K -1,595 -20%
Verition Fund Management
213
Verition Fund Management
Connecticut
$638K -$283K -2,800 -31%
CGH
214
Crossmark Global Holdings
Texas
$634K +$157K +1,551 +34%
Millennium Management
215
Millennium Management
New York
$630K -$20.3M -201,210 -97%
FFG
216
Fortem Financial Group
California
$621K -$3.54K -35 -0.6%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$620K -$681K -6,740 -53%
Aviva
218
Aviva
United Kingdom
$597K -$1.08M -10,680 -65%
RJFSA
219
Raymond James Financial Services Advisors
Florida
$595K +$192K +1,903 +49%
WB
220
WesBanco Bank
West Virginia
$594K +$586K +5,803 New
VA
221
Vident Advisory
Georgia
$594K +$586K +5,802 New
AFA
222
Abacus FCF Advisors
Florida
$582K +$574K +5,685 New
EF
223
Empirical Finance
Pennsylvania
$581K +$4.34K +43 +0.8%
Mariner
224
Mariner
Kansas
$581K +$33.4K +331 +6%
WCA
225
Westover Capital Advisors
Delaware
$555K +$16.2K +160 +3%

UFPI Hedge Fund Activity: Q3 2023 in Review

362 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2023, worth a combined $5.11B — up 6.1% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UFPI positions and 33 closed out — a net gain of 6 holders — while 121 added to existing stakes and 156 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $138M. The largest seller was Victory Capital Management, cutting an estimated $34.6M.

  • 362 institutional investors held UFP Industries (UFPI) as of Q3 2023, up from 359 in Q2 2023.
  • Funds reported $5.11B of UFP Industries stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 39 funds opened new UFP Industries positions in Q3 2023 and 33 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $138M added.
  • The largest UFP Industries seller in Q3 2023 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.