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UFP Industries

324 hedge funds and large institutions have $4.64B invested in UFP Industries in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

42% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.79M

36% more capital invested

Capital invested by funds: $3.42B → $4.64B (+$1.22B)

13% more funds holding

Funds holding: 288324 (+36)

5% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 107

0.29% more ownership

Funds ownership: 81.29%81.57% (+0.29%)

Holders
324
Holders Change
+36
Holders Change %
+12.5%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
62
Increased
112
Reduced
107
Closed
24
Calls
$2.54M
Puts
$1.79M
Net Calls
+$752K
Net Calls Change
+$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$883M +$22.1M +263,179 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$651M -$505K -6,004 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$261M -$6.32M -75,104 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$252M -$3.56M -42,369 -2%
State Street
5
State Street
Massachusetts
$174M -$5.55M -66,046 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$165M +$10.7M +127,311 +8%
Franklin Resources
7
Franklin Resources
California
$151M -$25M -296,943 -15%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$130M -$1.02M -12,166 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$103M -$3.91M -46,478 -4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$100M -$2.6M -30,974 -3%
Northern Trust
11
Northern Trust
Illinois
$90.8M +$1.09M +12,947 +1%
RA
12
Royce & Associates
New York
$80.6M -$12.4M -147,428 -14%
GKIM
13
GW&K Investment Management
Massachusetts
$66M -$325K -3,868 -0.5%
CCM
14
Copeland Capital Management
Pennsylvania
$64.8M +$720K +8,565 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$62.8M -$3.76M -44,706 -6%
Norges Bank
16
Norges Bank
Norway
$55M -$7.15M -85,015 -12%
PAMS
17
Pictet Asset Management (Switzerland)
Switzerland
$49.6M +$2.9M +34,508 +7%
N
18
Nuveen
North Carolina
$49.3M +$7.5M +89,166 +20%
Ameriprise
19
Ameriprise
Minnesota
$47M -$524K -6,234 -1%
Charles Schwab
20
Charles Schwab
California
$44.6M +$912K +10,845 +2%
CCMG
21
Clark Capital Management Group
Pennsylvania
$43.8M +$1.14M +13,577 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$43.8M -$1.94M -23,071 -5%
JP Morgan Chase
23
JP Morgan Chase
New York
$39.8M +$1.98M +23,527 +6%
KCM
24
Kennedy Capital Management
Missouri
$38.6M +$3.03M +36,025 +9%
WHG
25
Westwood Holdings Group
Texas
$36.4M -$26.6M -316,619 -44%

UFPI Hedge Fund Activity: Q4 2021 in Review

324 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2021, worth a combined $4.64B — up 36% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new UFPI positions and 24 closed out — a net gain of 38 holders — while 112 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock, adding an estimated $22.1M. The largest seller was Adage Capital Partners, cutting an estimated $31.5M.

  • 324 institutional investors held UFP Industries (UFPI) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $4.64B of UFP Industries stock for Q4 2021, up 36% quarter-over-quarter.
  • 62 funds opened new UFP Industries positions in Q4 2021 and 24 closed out, a net change of +38 holders.
  • The largest UFP Industries buyer in Q4 2021 was BlackRock, an estimated $22.1M added.
  • The largest UFP Industries seller in Q4 2021 was Adage Capital Partners, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2021.