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UFP Industries

290 hedge funds and large institutions have $3.73B invested in UFP Industries in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

5% more funds holding

Funds holding: 276290 (+14)

0.23% less ownership

Funds ownership: 81.38%81.15% (-0.23%)

2% less capital invested

Capital invested by funds: $3.8B → $3.73B (-$71.1M)

24% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 117

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

44% less call options, than puts

Call options by funds: $6.91M | Put options by funds: $12.4M

Holders
290
Holders Change
+14
Holders Change %
+5.07%
% of All Funds
5.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
48
Increased
89
Reduced
117
Closed
31
Calls
$6.91M
Puts
$12.4M
Net Calls
-$5.47M
Net Calls Change
-$9.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$714M -$22.1M -279,500 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M +$14.7M +186,352 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$219M -$15.3M -193,536 -6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$211M -$792K -10,027 -0.4%
State Street
5
State Street
Massachusetts
$147M +$2.55M +32,236 +2%
Franklin Resources
6
Franklin Resources
California
$124M +$25.9M +328,650 +25%
Victory Capital Management
7
Victory Capital Management
Texas
$117M +$1.66M +21,031 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$104M -$332K -4,203 -0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$94.8M +$43.9M +555,622 +77%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$82.4M -$1.43M -18,168 -2%
Northern Trust
11
Northern Trust
Illinois
$75.3M +$4.4M +55,785 +6%
RA
12
Royce & Associates
New York
$70.2M +$57.9K +733 +0.1%
Prudential Financial
13
Prudential Financial
New Jersey
$63.8M -$8.93M -113,136 -12%
WHG
14
Westwood Holdings Group
Texas
$56.4M +$6.64M +84,155 +12%
GKIM
15
GW&K Investment Management
Massachusetts
$54.5M -$7.89M -99,989 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$53.1M +$272K +3,446 +0.5%
Norges Bank
17
Norges Bank
Norway
$45.1M -$3.94M -49,945 -8%
Ameriprise
18
Ameriprise
Minnesota
$43.1M +$1.71M +21,675 +4%
CCM
19
Copeland Capital Management
Pennsylvania
$40.6M +$32.9M +417,127 +322%
Principal Financial Group
20
Principal Financial Group
Iowa
$37.2M +$2.05M +25,945 +5%
N
21
Nuveen
North Carolina
$35.7M -$1.32M -16,711 -3%
Charles Schwab
22
Charles Schwab
California
$34.7M +$847K +10,733 +2%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$31.5M +$14.3M +181,035 +74%
JP Morgan Chase
24
JP Morgan Chase
New York
$31.3M +$14.1M +178,090 +73%
KCM
25
Kennedy Capital Management
Missouri
$29.2M -$4.88M -61,858 -14%

UFPI Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2021, worth a combined $3.73B — down 1.9% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UFPI positions and 31 closed out — a net gain of 17 holders — while 89 added to existing stakes and 117 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $43.9M. The largest seller was SG Capital Management, exiting entirely with an estimated $30.2M sold.

  • 290 institutional investors held UFP Industries (UFPI) as of Q2 2021, up from 276 in Q1 2021.
  • Funds reported $3.73B of UFP Industries stock for Q2 2021, down 1.9% quarter-over-quarter.
  • 48 funds opened new UFP Industries positions in Q2 2021 and 31 closed out, a net change of +17 holders.
  • The largest UFP Industries buyer in Q2 2021 was Fidelity Investments, an estimated $43.9M added.
  • The largest UFP Industries seller in Q2 2021 was SG Capital Management, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2021.