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UFP Industries
UFPI

Overview Fund Activity

437 hedge funds and large institutions have $6.49B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 161 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+11
Holders Change %
+2.58%
% of All Funds
6.32%
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
161
Closed
43
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$43.9M
2
Franklin Resources
Franklin Resources
California
$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$215M
4
Invesco
Invesco
Georgia
$103M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$26.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$146M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$260M
3
BlackRock
BlackRock
New York
$1.09B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$72.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
201
Quantbot Technologies
New York
$926K +$285K +2,175 +45%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$902K +$7.35K +56 +0.8%
EWM
203
Empirical Wealth Management
Washington
$896K +$358K +2,726 +66%
VPIM
204
Vanguard Personalized Indexing Management
California
$886K -$56.3K -429 -6%
SCM
205
Sterling Capital Management
North Carolina
$886K +$886K +6,754 New
NFG
206
Nations Financial Group
Iowa
$872K +$23K +175 +3%
JA
207
JLB & Associates
Michigan
$859K +$25.6K +195 +3%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$854K – – –
Cerity Partners
209
Cerity Partners
New York
$831K +$548K +4,179 +194%
CB
210
Commerce Bank
Missouri
$828K -$24.8K -189 -3%
YMRC
211
Yorktown Management & Research Company
Virginia
$827K – – –
KWM
212
Kingsview Wealth Management
Oregon
$822K +$14.8K +113 +2%
SF
213
Synovus Financial
Georgia
$814K -$17.7K -135 -2%
HR
214
Hardy Reed
Mississippi
$814K -$2.89K -22 -0.4%
BF
215
BOK Financial
Oklahoma
$804K +$56.2K +434 +8%
LWAM
216
Legacy Wealth Asset Management
Minnesota
$797K -$156K -1,191 -16%
RJT
217
Raymond James Trust
Florida
$781K +$179K +1,362 +30%
HighTower Advisors
218
HighTower Advisors
Illinois
$773K +$76.5K +582 +11%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$742K -$29.9K -228 -4%
AWA
220
Arete Wealth Advisors
Illinois
$719K -$812K -6,190 -53%
WCA
221
Westover Capital Advisors
Delaware
$711K – – –
CA
222
Claro Advisors
Massachusetts
$711K +$656 +5 +0.1%
US Bancorp
223
US Bancorp
Minnesota
$694K +$262 +2 +0%
Aviva
224
Aviva
United Kingdom
$691K -$10.4K -79 -1%
MCM
225
MAI Capital Management
Ohio
$680K -$106K -808 -13%
7 8
9
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