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UFP Industries

426 hedge funds and large institutions have $6.21B invested in UFP Industries in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.42M

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

10% more funds holding

Funds holding: 387426 (+39)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 82.14%82.14% (+0%)

3% less capital invested

Capital invested by funds: $6.37B → $6.21B (-$162M)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
157
Closed
30
Calls
$11.7M
Puts
$3.42M
Net Calls
+$8.33M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
201
Legacy Wealth Asset Management
Minnesota
$981K +$5.11K +44 +0.6%
Capstone Investment Advisors
202
Capstone Investment Advisors
New York
$963K +$517K +4,449 +132%
AIMCA
203
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$947K
SIM
204
SummerHaven Investment Management
Connecticut
$935K +$9.29K +80 +1%
SF
205
Synovus Financial
Georgia
$922K -$74.5K -641 -8%
Verition Fund Management
206
Verition Fund Management
Connecticut
$912K +$137K +1,175 +19%
VF
207
Vest Financial
Virginia
$886K +$614K +5,286 +276%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$883K -$20.2K -174 -2%
VPIM
209
Vanguard Personalized Indexing Management
California
$863K -$247K -2,129 -23%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$863K +$9.41K +81 +1%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$860K -$3.86M -33,197 -83%
DFCM
212
Dark Forest Capital Management
Puerto Rico
$855K +$807K +6,949 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$853K -$27.5K -237 -3%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$844K -$56.1K -483 -7%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$824K +$3.48K +30 +0.4%
NFG
216
Nations Financial Group
Iowa
$815K +$158K +1,356 +26%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$814K -$178K -1,528 -19%
CB
218
Commerce Bank
Missouri
$802K +$16.8K +145 +2%
William Blair & Company
219
William Blair & Company
Illinois
$801K +$226K +1,943 +43%
VIA
220
Virtus Investment Advisers
Connecticut
$796K
JA
221
JLB & Associates
Michigan
$795K +$219K +1,888 +41%
VA
222
Vident Advisory
Georgia
$781K +$53.3K +459 +8%
YMRC
223
Yorktown Management & Research Company
Virginia
$775K
CGH
224
Crossmark Global Holdings
Texas
$765K +$11K +95 +2%
UWS
225
Unique Wealth Strategies
Illinois
$745K +$704K +6,057 New

UFPI Hedge Fund Activity: Q1 2024 in Review

426 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2024, worth a combined $6.21B — down 2.5% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UFPI positions and 30 closed out — a net gain of 42 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $44.6M.

  • 426 institutional investors held UFP Industries (UFPI) as of Q1 2024, up from 387 in Q4 2023.
  • Funds reported $6.21B of UFP Industries stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 72 funds opened new UFP Industries positions in Q1 2024 and 30 closed out, a net change of +42 holders.
  • The largest UFP Industries buyer in Q1 2024 was Fidelity Investments, an estimated $45M added.
  • The largest UFP Industries seller in Q1 2024 was Morgan Stanley, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2024.