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UFP Industries

439 hedge funds and large institutions have $6.58B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $5.58B → $6.58B (+$1B)

3% more funds holding

Funds holding: 426439 (+13)

1.58% more ownership

Funds ownership: 80.68%82.26% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

Holders
439
Holders Change
+13
Holders Change %
+3.05%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
162
Closed
42
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
201
State of Alaska Department of Revenue
Alaska
$928K +$45.3K +375 +6%
QT
202
Quantbot Technologies
New York
$926K +$263K +2,175 +45%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$902K +$6.76K +56 +0.8%
EWM
204
Empirical Wealth Management
Washington
$896K +$329K +2,726 +66%
VPIM
205
Vanguard Personalized Indexing Management
California
$886K -$51.8K -429 -6%
SCM
206
Sterling Capital Management
North Carolina
$886K +$816K +6,754 New
NFG
207
Nations Financial Group
Iowa
$872K +$21.1K +175 +3%
JA
208
JLB & Associates
Michigan
$859K +$23.5K +195 +3%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$854K
Cerity Partners
210
Cerity Partners
New York
$831K +$505K +4,179 +194%
CB
211
Commerce Bank
Missouri
$828K -$22.8K -189 -3%
YMRC
212
Yorktown Management & Research Company
Virginia
$827K
KWM
213
Kingsview Wealth Management
Oregon
$822K +$13.6K +113 +2%
SF
214
Synovus Financial
Georgia
$814K -$16.3K -135 -2%
HR
215
Hardy Reed
Mississippi
$814K -$2.66K -22 -0.4%
BF
216
BOK Financial
Oklahoma
$804K +$52.4K +434 +8%
LWAM
217
Legacy Wealth Asset Management
Minnesota
$797K -$144K -1,191 -16%
RJT
218
Raymond James Trust
Florida
$781K +$164K +1,362 +30%
HighTower Advisors
219
HighTower Advisors
Illinois
$773K +$70.3K +582 +11%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$742K -$27.5K -228 -4%
AWA
221
Arete Wealth Advisors
Illinois
$719K -$748K -6,190 -53%
WCA
222
Westover Capital Advisors
Delaware
$711K
CA
223
Claro Advisors
Massachusetts
$711K +$604 +5 +0.1%
US Bancorp
224
US Bancorp
Minnesota
$694K +$242 +2 +0%
Aviva
225
Aviva
United Kingdom
$691K -$9.54K -79 -1%

UFPI Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2024, worth a combined $6.58B — up 18% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UFPI positions and 42 closed out — a net gain of 16 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $24.8M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q3 2024, up from 426 in Q2 2024.
  • Funds reported $6.58B of UFP Industries stock for Q3 2024, up 18% quarter-over-quarter.
  • 58 funds opened new UFP Industries positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q3 2024 was Boston Partners, an estimated $40.4M added.
  • The largest UFP Industries seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.