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UFP Industries

336 hedge funds and large institutions have $3.96B invested in UFP Industries in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 136 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

17% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 116

11% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $2.89M

4% more funds holding

Funds holding: 324336 (+12)

0.93% more ownership

Funds ownership: 81.57%82.5% (+0.93%)

15% less capital invested

Capital invested by funds: $4.64B → $3.96B (-$681M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
336
Holders Change
+12
Holders Change %
+3.7%
% of All Funds
5.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
42
Increased
136
Reduced
116
Closed
28
Calls
$3.22M
Puts
$2.89M
Net Calls
+$323K
Net Calls Change
-$429K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$783M +$45.1M +541,090 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$553M +$7.75M +92,912 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$212M +$777K +9,307 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$206M -$14.3M -170,799 -6%
State Street
5
State Street
Massachusetts
$153M +$7.25M +86,915 +5%
Victory Capital Management
6
Victory Capital Management
Texas
$135M -$4.16M -49,887 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$118M +$9.39M +112,592 +8%
Franklin Resources
8
Franklin Resources
California
$118M -$9.86M -118,175 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$84.3M -$2.64M -31,698 -3%
Northern Trust
10
Northern Trust
Illinois
$75.3M -$950K -11,383 -1%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$68.1M -$17M -204,269 -19%
RA
12
Royce & Associates
New York
$62.4M -$5.56M -66,630 -8%
CCM
13
Copeland Capital Management
Pennsylvania
$54.7M +$401K +4,812 +0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.8M +$171K +2,053 +0.3%
N
15
Nuveen
North Carolina
$52.5M +$5.25M +62,959 +12%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$46.2M +$30.9M +369,887 +161%
GKIM
17
GW&K Investment Management
Massachusetts
$45.7M -$10.4M -124,631 -17%
Norges Bank
18
Norges Bank
Norway
$45M -$1.21M -14,553 -2%
Charles Schwab
19
Charles Schwab
California
$42M +$4.98M +59,656 +12%
PAMS
20
Pictet Asset Management (Switzerland)
Switzerland
$39.2M -$2.59M -31,032 -6%
Ameriprise
21
Ameriprise
Minnesota
$38.9M -$562K -6,738 -1%
Principal Financial Group
22
Principal Financial Group
Iowa
$35.2M -$1.66M -19,928 -4%
JP Morgan Chase
23
JP Morgan Chase
New York
$31.6M -$1.97M -23,633 -5%
KCM
24
Kennedy Capital Management
Missouri
$31.1M -$1.44M -17,305 -4%
CCMG
25
Clark Capital Management Group
Pennsylvania
$30.9M -$6.32M -75,785 -16%

UFPI Hedge Fund Activity: Q1 2022 in Review

336 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2022, worth a combined $3.96B — down 15% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UFPI positions and 28 closed out — a net gain of 14 holders — while 136 added to existing stakes and 116 trimmed.

The largest buyer was BlackRock, adding an estimated $45.1M. The largest seller was Loomis, Sayles & Company, cutting an estimated $17M.

  • 336 institutional investors held UFP Industries (UFPI) as of Q1 2022, up from 324 in Q4 2021.
  • Funds reported $3.96B of UFP Industries stock for Q1 2022, down 15% quarter-over-quarter.
  • 42 funds opened new UFP Industries positions in Q1 2022 and 28 closed out, a net change of +14 holders.
  • The largest UFP Industries buyer in Q1 2022 was BlackRock, an estimated $45.1M added.
  • The largest UFP Industries seller in Q1 2022 was Loomis, Sayles & Company, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2022.