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UFP Industries
UFPI

Overview Fund Activity

387 hedge funds and large institutions have $6.37B invested in UFP Industries in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+25
Holders Change %
+6.91%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
116
Reduced
156
Closed
29
Calls
$21.4M
Puts
$4.51M
Net Calls
+$16.8M
Net Calls Change
+$7.65M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$200M
2
Morgan Stanley
Morgan Stanley
New York
+$58.7M
3
BlackRock
BlackRock
New York
+$47.4M
4
Wells Fargo
Wells Fargo
California
+$46.4M
5
Norges Bank
Norges Bank
Norway
+$22.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$59.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$44.6M
3
Franklin Resources
Franklin Resources
California
-$30.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$27.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$922K – – –
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$922K +$42.8K +341 +5%
JFG
203
Jefferies Financial Group
New York
$915K +$644K +5,126 +238%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$900K +$24.4K +194 +3%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$870K -$52.9K -421 -6%
SOADOR
206
State of Alaska Department of Revenue
Alaska
$838K -$85.4K -680 -9%
VIA
207
Virtus Investment Advisers
Connecticut
$812K – – –
CCIA
208
Campbell & Co Investment Adviser
Maryland
$801K -$273K -2,173 -25%
CB
209
Commerce Bank
Missouri
$801K -$196K -1,560 -20%
MCM
210
MAI Capital Management
Ohio
$792K -$628 -5 -0.1%
YMRC
211
Yorktown Management & Research Company
Virginia
$791K – – –
Verition Fund Management
212
Verition Fund Management
Connecticut
$783K – – –
CGH
213
Crossmark Global Holdings
Texas
$768K -$5.02K -40 -0.6%
FFG
214
Fortem Financial Group
California
$750K -$11.6K -92 -2%
Mariner
215
Mariner
Kansas
$745K +$32.6K +260 +5%
VA
216
Vident Advisory
Georgia
$740K +$11.3K +90 +2%
WG
217
Winton Group
United Kingdom
$717K -$251K -2,000 -26%
EF
218
Empirical Finance
Pennsylvania
$713K – – –
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$711K +$33.1K +260 +5%
Simplex Trading
220
Simplex Trading
Illinois
$686K +$658K +5,244 +2,384%
WCA
221
Westover Capital Advisors
Delaware
$680K – – –
HW
222
Hancock Whitney
Mississippi
$673K -$753 -6 -0.1%
Aviva
223
Aviva
United Kingdom
$672K -$60.4K -481 -8%
NFG
224
Nations Financial Group
Iowa
$662K +$3.64K +29 +0.6%
HighTower Advisors
225
HighTower Advisors
Illinois
$660K +$193K +1,520 +41%
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