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UFP Industries

359 hedge funds and large institutions have $4.82B invested in UFP Industries in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $4.55M | Put options by funds: $1.89M

21% more capital invested

Capital invested by funds: $3.98B → $4.82B (+$838M)

10% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 126

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 53

1% less funds holding

Funds holding: 364359 (-5)

1.96% less ownership

Funds ownership: 82.19%80.23% (-2%)

Holders
359
Holders Change
-5
Holders Change %
-1.37%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
138
Reduced
126
Closed
53
Calls
$4.55M
Puts
$1.89M
Net Calls
+$2.66M
Net Calls Change
+$5.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$799M +$12.2M +145,954 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$672M -$7.2M -86,267 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$260M -$4.42M -53,038 -2%
State Street
4
State Street
Massachusetts
$203M +$3.33M +39,896 +2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$193M +$1.01M +12,080 +0.6%
Victory Capital Management
6
Victory Capital Management
Texas
$187M +$7.47M +89,509 +5%
Franklin Resources
7
Franklin Resources
California
$174M -$17.1M -205,202 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$129M +$5.81M +69,684 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$120M +$4.47M +53,553 +5%
Northern Trust
10
Northern Trust
Illinois
$107M -$3.6M -43,132 -4%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$93.9M +$4.36M +52,209 +6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$76.9M +$2.05M +24,597 +3%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$74.5M +$8.7M +104,305 +16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$70M +$610K +7,309 +1%
JP Morgan Chase
15
JP Morgan Chase
New York
$69.2M -$1.88M -22,576 -3%
RA
16
Royce & Associates
New York
$64.3M +$249K +2,986 +0.5%
Goldman Sachs
17
Goldman Sachs
New York
$61.8M +$26.8M +321,422 +102%
N
18
Nuveen
North Carolina
$55.6M +$71.9K +862 +0.2%
Charles Schwab
19
Charles Schwab
California
$55.3M +$736K +8,827 +2%
GKIM
20
GW&K Investment Management
Massachusetts
$54.6M -$539K -6,456 -1%
Norges Bank
21
Norges Bank
Norway
$48M +$2.8M +33,507 +7%
CCMG
22
Clark Capital Management Group
Pennsylvania
$45.3M +$10.4M +124,664 +36%
CCM
23
Copeland Capital Management
Pennsylvania
$44.9M -$21.1M -252,524 -35%
Morgan Stanley
24
Morgan Stanley
New York
$38M +$2.73M +32,682 +9%
Allianz Asset Management
25
Allianz Asset Management
Germany
$37.8M +$4.83M +57,854 +17%

UFPI Hedge Fund Activity: Q2 2023 in Review

359 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2023, worth a combined $4.82B — up 21% from $3.98B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of UFPI and 51 opened new positions — a net loss of 2 holders — while 126 trimmed existing stakes and 138 added.

The largest buyer was Goldman Sachs, adding an estimated $26.8M. The largest seller was Envestnet Asset Management, cutting an estimated $53.5M.

  • 359 institutional investors held UFP Industries (UFPI) as of Q2 2023, down from 364 in Q1 2023.
  • Funds reported $4.82B of UFP Industries stock for Q2 2023, up 21% quarter-over-quarter.
  • 51 funds opened new UFP Industries positions in Q2 2023 and 53 closed out, a net change of -2 holders.
  • The largest UFP Industries buyer in Q2 2023 was Goldman Sachs, an estimated $26.8M added.
  • The largest UFP Industries seller in Q2 2023 was Envestnet Asset Management, an estimated $53.5M sold.

Based on aggregated 13F filings for Q2 2023.