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UFP Industries

276 hedge funds and large institutions have $3.8B invested in UFP Industries in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $993K

37% more capital invested

Capital invested by funds: $2.77B → $3.8B (+$1.03B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 43

3% more funds holding

Funds holding: 269276 (+7)

0.53% more ownership

Funds ownership: 80.85%81.38% (+0.53%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
88
Reduced
110
Closed
43
Calls
$4.68M
Puts
$993K
Net Calls
+$3.69M
Net Calls Change
+$831K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$749M +$31.9M +508,938 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$530M +$13.8M +220,520 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$238M -$18.3M -292,217 -9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$216M -$1.49M -23,815 -0.8%
State Street
5
State Street
Massachusetts
$147M +$3.67M +58,681 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$118M +$4.83M +77,150 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$106M +$4.73M +75,515 +6%
Franklin Resources
8
Franklin Resources
California
$101M +$22.7M +362,549 +37%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$85.4M +$6.19M +98,902 +10%
Prudential Financial
10
Prudential Financial
New Jersey
$73.7M -$2.62M -41,881 -4%
Northern Trust
11
Northern Trust
Illinois
$72.6M -$7.4M -118,174 -11%
RA
12
Royce & Associates
New York
$71.5M +$36.2M +578,738 +159%
GKIM
13
GW&K Investment Management
Massachusetts
$63.2M -$476K -7,604 -0.9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$54.6M +$33.8M +540,134 +300%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$53.9M -$1.01M -16,152 -2%
WHG
16
Westwood Holdings Group
Texas
$51.1M -$356K -5,684 -0.8%
Norges Bank
17
Norges Bank
Norway
$49.8M -$16.4M -262,775 -29%
Ameriprise
18
Ameriprise
Minnesota
$42.4M +$2.13M +33,964 +6%
N
19
Nuveen
North Carolina
$37.7M +$1.04M +16,614 +3%
Principal Financial Group
20
Principal Financial Group
Iowa
$36M +$160K +2,560 +0.5%
Charles Schwab
21
Charles Schwab
California
$34.6M -$1.25M -19,995 -4%
KCM
22
Kennedy Capital Management
Missouri
$34.5M -$1.5M -23,956 -5%
CCMG
23
Clark Capital Management Group
Pennsylvania
$31.6M +$3.82M +60,957 +17%
SCM
24
SG Capital Management
Illinois
$30.2M -$11.7M -187,598 -32%
Bank of America
25
Bank of America
North Carolina
$26.3M +$4.06M +64,833 +23%

UFPI Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2021, worth a combined $3.8B — up 37% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UFPI positions and 43 closed out — a net gain of 8 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Royce & Associates, adding an estimated $36.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $18.3M.

  • 276 institutional investors held UFP Industries (UFPI) as of Q1 2021, up from 269 in Q4 2020.
  • Funds reported $3.8B of UFP Industries stock for Q1 2021, up 37% quarter-over-quarter.
  • 51 funds opened new UFP Industries positions in Q1 2021 and 43 closed out, a net change of +8 holders.
  • The largest UFP Industries buyer in Q1 2021 was Royce & Associates, an estimated $36.2M added.
  • The largest UFP Industries seller in Q1 2021 was Dimensional Fund Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2021.