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UFP Industries

348 hedge funds and large institutions have $3.88B invested in UFP Industries in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

5% more capital invested

Capital invested by funds: $3.69B → $3.88B (+$190M)

3% more funds holding

Funds holding: 338348 (+10)

1.01% more ownership

Funds ownership: 83.02%84.03% (+1%)

8% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.88M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 134

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
125
Reduced
134
Closed
32
Calls
$2.03M
Puts
$1.88M
Net Calls
+$151K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$848M +$13M +170,365 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$594M +$9.35M +122,349 +2%
State Street
3
State Street
Massachusetts
$161M -$76.9K -1,006 -0%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$151M -$279K -3,653 -0.2%
Franklin Resources
5
Franklin Resources
California
$150M +$1.2M +15,651 +0.8%
Victory Capital Management
6
Victory Capital Management
Texas
$136M +$26.6M +348,158 +25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$91.7M +$1.45M +18,947 +2%
Northern Trust
8
Northern Trust
Illinois
$79.2M +$2.47M +32,357 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$72.1M +$240K +3,146 +0.3%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$62.9M +$8.43M +110,395 +16%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$62M -$3.09M -40,501 -5%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$57.1M +$10.1M +132,391 +23%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$55.2M +$855K +11,189 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$49.9M +$5.75M +75,281 +14%
RA
15
Royce & Associates
New York
$46.7M +$2.17M +28,350 +5%
Morgan Stanley
16
Morgan Stanley
New York
$46.6M -$2.38M -31,117 -5%
Norges Bank
17
Norges Bank
Norway
$46.2M -$11.5M -149,927 -20%
CCM
18
Copeland Capital Management
Pennsylvania
$45.8M +$6.27M +82,037 +17%
Charles Schwab
19
Charles Schwab
California
$45.2M +$462K +6,049 +1%
GKIM
20
GW&K Investment Management
Massachusetts
$45M -$469K -6,139 -1%
N
21
Nuveen
North Carolina
$44.8M -$2.17M -28,351 -5%
WHG
22
Westwood Holdings Group
Texas
$43.7M +$13.1M +171,252 +45%
Ameriprise
23
Ameriprise
Minnesota
$40M +$4.75M +62,130 +14%
CCMG
24
Clark Capital Management Group
Pennsylvania
$34.4M +$4.91M +64,217 +17%
Principal Financial Group
25
Principal Financial Group
Iowa
$30.9M +$623K +8,157 +2%

UFPI Hedge Fund Activity: Q4 2022 in Review

348 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2022, worth a combined $3.88B — up 5.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UFPI positions and 32 closed out — a net gain of 16 holders — while 125 added to existing stakes and 134 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $26.6M. The largest seller was Loomis, Sayles & Company, cutting an estimated $20M.

  • 348 institutional investors held UFP Industries (UFPI) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $3.88B of UFP Industries stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 48 funds opened new UFP Industries positions in Q4 2022 and 32 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q4 2022 was Victory Capital Management, an estimated $26.6M added.
  • The largest UFP Industries seller in Q4 2022 was Loomis, Sayles & Company, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2022.