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UFP Industries

364 hedge funds and large institutions have $3.98B invested in UFP Industries in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

5% more funds holding

Funds holding: 348364 (+16)

3% more capital invested

Capital invested by funds: $3.88B → $3.98B (+$98.3M)

1.84% less ownership

Funds ownership: 84.03%82.19% (-1.8%)

46% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $5.47M

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
147
Reduced
111
Closed
33
Calls
$2.94M
Puts
$5.47M
Net Calls
-$2.53M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$643M -$224M -2,613,532 -24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$557M -$42.2M -493,352 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$217M -$7.45M -87,107 -3%
State Street
4
State Street
Massachusetts
$163M +$2.58M +30,135 +1%
Franklin Resources
5
Franklin Resources
California
$159M +$9.3M +108,726 +6%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$157M +$6.33M +74,003 +4%
Victory Capital Management
7
Victory Capital Management
Texas
$146M +$10.6M +123,745 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$101M +$8.74M +102,125 +9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$94.1M +$23.5M +274,074 +30%
Northern Trust
10
Northern Trust
Illinois
$90.9M +$12.3M +144,034 +14%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$72.8M +$10.5M +122,191 +15%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$61M -$1.2M -14,043 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$58.5M +$9.06M +105,907 +17%
CCM
14
Copeland Capital Management
Pennsylvania
$56.8M +$11.7M +136,823 +24%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$56.7M +$1.46M +17,003 +2%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$52.8M -$4.86M -56,784 -8%
RA
17
Royce & Associates
New York
$52.4M +$5.97M +69,810 +12%
Millennium Management
18
Millennium Management
New York
$46M +$47.3M +552,771 +2,121%
N
19
Nuveen
North Carolina
$45.5M +$627K +7,324 +1%
GKIM
20
GW&K Investment Management
Massachusetts
$45.2M +$120K +1,400 +0.2%
Charles Schwab
21
Charles Schwab
California
$44.6M -$793K -9,262 -2%
Norges Bank
22
Norges Bank
Norway
$36.7M -$10.4M -121,170 -21%
WHG
23
Westwood Holdings Group
Texas
$31.9M -$12.9M -150,225 -27%
Morgan Stanley
24
Morgan Stanley
New York
$28.5M -$19.6M -229,554 -39%
CCMG
25
Clark Capital Management Group
Pennsylvania
$27.2M -$7.82M -91,371 -21%

UFPI Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2023, worth a combined $3.98B — up 2.5% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UFPI positions and 33 closed out — a net gain of 19 holders — while 147 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $55.7M. The largest seller was BlackRock, cutting an estimated $224M.

  • 364 institutional investors held UFP Industries (UFPI) as of Q1 2023, up from 348 in Q4 2022.
  • Funds reported $3.98B of UFP Industries stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 52 funds opened new UFP Industries positions in Q1 2023 and 33 closed out, a net change of +19 holders.
  • The largest UFP Industries buyer in Q1 2023 was Envestnet Asset Management, an estimated $55.7M added.
  • The largest UFP Industries seller in Q1 2023 was BlackRock, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.