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UFP Industries

288 hedge funds and large institutions have $3.42B invested in UFP Industries in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

0.14% more ownership

Funds ownership: 81.15%81.29% (+0.14%)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 290288 (-2)

8% less capital invested

Capital invested by funds: $3.73B → $3.42B (-$317M)

31% less call options, than puts

Call options by funds: $4.65M | Put options by funds: $6.76M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
115
Reduced
104
Closed
28
Calls
$4.65M
Puts
$6.76M
Net Calls
-$2.11M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$635M -$19.2M -263,983 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$482M -$5.97M -82,233 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$198M -$2.42M -33,323 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$189M -$4.4M -60,556 -2%
State Street
5
State Street
Massachusetts
$133M -$1.31M -18,091 -0.9%
Franklin Resources
6
Franklin Resources
California
$132M +$20M +275,618 +17%
Victory Capital Management
7
Victory Capital Management
Texas
$113M +$6.62M +91,141 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$96.8M +$10.8M +148,838 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$79.6M -$16.6M -228,164 -16%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$76M +$676K +9,305 +0.8%
RA
11
Royce & Associates
New York
$69.6M +$5.76M +79,320 +8%
Northern Trust
12
Northern Trust
Illinois
$66.2M -$2.84M -39,056 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$49.5M +$991K +13,643 +2%
GKIM
14
GW&K Investment Management
Massachusetts
$49M -$891K -12,269 -2%
WHG
15
Westwood Holdings Group
Texas
$48.4M -$3.34M -45,925 -6%
CCM
16
Copeland Capital Management
Pennsylvania
$47.3M +$10.9M +149,387 +27%
Norges Bank
17
Norges Bank
Norway
$46.4M +$5.51M +75,800 +12%
Prudential Financial
18
Prudential Financial
New Jersey
$35.3M -$24.6M -338,994 -39%
Ameriprise
19
Ameriprise
Minnesota
$35.1M -$4.6M -63,377 -11%
PAMS
20
Pictet Asset Management (Switzerland)
Switzerland
$34.3M +$36.7M +504,587 New
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$34M +$12.7M +175,000 +54%
Principal Financial Group
22
Principal Financial Group
Iowa
$33.9M -$143K -1,966 -0.4%
Charles Schwab
23
Charles Schwab
California
$32.2M +$448K +6,169 +1%
CCMG
24
Clark Capital Management Group
Pennsylvania
$31.5M +$8.34M +114,773 +33%
N
25
Nuveen
North Carolina
$31.1M -$2.41M -33,208 -7%

UFPI Hedge Fund Activity: Q3 2021 in Review

288 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2021, worth a combined $3.42B — down 8.5% from $3.73B a quarter earlier.

Fund positioning in UFPI was balanced in Q3 2021: 28 funds opened new positions, 28 closed out, 115 added to existing stakes and 104 trimmed.

The largest buyer was Franklin Resources, adding an estimated $20M. The largest seller was Prudential Financial, cutting an estimated $24.6M.

  • 288 institutional investors held UFP Industries (UFPI) as of Q3 2021, down from 290 in Q2 2021.
  • Funds reported $3.42B of UFP Industries stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 28 funds opened new UFP Industries positions in Q3 2021 and 28 closed out, a net change of 0 holders.
  • The largest UFP Industries buyer in Q3 2021 was Franklin Resources, an estimated $20M added.
  • The largest UFP Industries seller in Q3 2021 was Prudential Financial, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2021.