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UFP Industries

318 hedge funds and large institutions have $3.45B invested in UFP Industries in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 82.5%81.58% (-0.92%)

4% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 124

5% less funds holding

Funds holding: 336318 (-18)

13% less capital invested

Capital invested by funds: $3.96B → $3.45B (-$505M)

23% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $2.04M

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
318
Holders Change
-18
Holders Change %
-5.36%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
119
Reduced
124
Closed
43
Calls
$1.57M
Puts
$2.04M
Net Calls
-$472K
Net Calls Change
-$795K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$697M +$6.33M +84,055 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$500M +$13M +171,958 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$186M -$1.25M -16,634 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$182M +$602K +7,992 +0.3%
State Street
5
State Street
Massachusetts
$138M +$3.42M +45,440 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$115M -$3.92M -52,052 -3%
Franklin Resources
7
Franklin Resources
California
$112M +$8.9M +118,083 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$92.1M -$13.1M -173,998 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$77.4M +$3.32M +44,070 +4%
Northern Trust
10
Northern Trust
Illinois
$67M +$605K +8,028 +0.8%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$55.7M -$4.88M -64,762 -7%
RA
12
Royce & Associates
New York
$47.9M -$8.05M -106,869 -13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$46.7M +$41.1K +546 +0.1%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$46.1M +$5.82M +77,183 +13%
CCM
15
Copeland Capital Management
Pennsylvania
$43.2M -$5.72M -75,948 -11%
GKIM
16
GW&K Investment Management
Massachusetts
$42.8M +$2.71M +35,912 +6%
Norges Bank
17
Norges Bank
Norway
$39.7M -$29.3K -389 -0.1%
N
18
Nuveen
North Carolina
$38.8M -$2.25M -29,905 -5%
PAMS
19
Pictet Asset Management (Switzerland)
Switzerland
$37.5M +$3.2M +42,461 +8%
Morgan Stanley
20
Morgan Stanley
New York
$37.5M +$16.7M +221,830 +68%
Charles Schwab
21
Charles Schwab
California
$36.7M -$387K -5,131 -0.9%
JP Morgan Chase
22
JP Morgan Chase
New York
$35.6M +$8.52M +113,004 +28%
Ameriprise
23
Ameriprise
Minnesota
$34.1M -$273K -3,617 -0.7%
Principal Financial Group
24
Principal Financial Group
Iowa
$26.8M -$4.74M -62,840 -14%
WHG
25
Westwood Holdings Group
Texas
$26.2M +$412K +5,472 +1%

UFPI Hedge Fund Activity: Q2 2022 in Review

318 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2022, worth a combined $3.45B — down 13% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UFPI and 31 opened new positions — a net loss of 12 holders — while 124 trimmed existing stakes and 119 added.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $14M sold.

  • 318 institutional investors held UFP Industries (UFPI) as of Q2 2022, down from 336 in Q1 2022.
  • Funds reported $3.45B of UFP Industries stock for Q2 2022, down 13% quarter-over-quarter.
  • 31 funds opened new UFP Industries positions in Q2 2022 and 43 closed out, a net change of -12 holders.
  • The largest UFP Industries buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest UFP Industries seller in Q2 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2022.