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UFP Industries
UFPI

Overview Fund Activity

437 hedge funds and large institutions have $5.75B invested in UFP Industries in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
–
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
153
Reduced
155
Closed
52
Calls
$3.88M
Puts
$1.37M
Net Calls
+$2.5M
Net Calls Change
+$362K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$63.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$174M
3
Boston Partners
Boston Partners
Massachusetts
$75.7M
4
UBS Group
UBS Group
Switzerland
$36.2M
5
First Trust Advisors
First Trust Advisors
Illinois
$89.2M

Top Sellers

1
BlackRock
BlackRock
New York
$890M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.53M
3
Invesco
Invesco
Georgia
$73.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$48.5M
5
Morgan Stanley
Morgan Stanley
New York
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
201
State of Alaska Department of Revenue
Alaska
$780K -$17.5K -155 -2%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$774K -$789 -7 -0.1%
NFG
203
Nations Financial Group
Iowa
$767K +$18K +160 +2%
Jennison Associates
204
Jennison Associates
New York
$740K -$393K -3,488 -35%
JA
205
JLB & Associates
Michigan
$738K +$563 +5 +0.1%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$733K – – –
KWM
207
Kingsview Wealth Management
Oregon
$723K +$16.9K +150 +2%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$718K +$81.3K +722 +13%
YMRC
209
Yorktown Management & Research Company
Virginia
$710K – – –
NYLIM
210
New York Life Investment Management
New York
$708K +$708K +6,283 New
OIA
211
OneDigital Investment Advisors
Kansas
$703K +$703K +6,244 New
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$701K +$167K +1,480 +31%
DADC
213
D.A. Davidson & Co
Montana
$701K +$300K +2,663 +75%
HR
214
Hardy Reed
Mississippi
$699K – – –
Federated Hermes
215
Federated Hermes
Pennsylvania
$694K -$132K -1,172 -16%
Mariner
216
Mariner
Kansas
$678K -$185K -1,645 -21%
BF
217
BOK Financial
Oklahoma
$677K – – –
HighTower Advisors
218
HighTower Advisors
Illinois
$666K +$3.04K +27 +0.5%
Cerity Partners
219
Cerity Partners
New York
$649K -$179K -1,369 -22%
CB
220
Commerce Bank
Missouri
$648K -$62.7K -557 -9%
SF
221
Synovus Financial
Georgia
$643K -$56.1K -498 -8%
Marshall Wace
222
Marshall Wace
United Kingdom
$639K -$731K -6,485 -53%
CWM
223
CIBC World Markets
New York
$638K +$638K +5,663 New
MF
224
Magnetar Financial
Illinois
$619K +$619K +5,494 New
CA
225
Claro Advisors
Massachusetts
$611K +$676 +6 +0.1%
7 8
9
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