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UFP Industries

362 hedge funds and large institutions have $5.11B invested in UFP Industries in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.41M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

6% more capital invested

Capital invested by funds: $4.82B → $5.11B (+$296M)

1% more funds holding

Funds holding: 359362 (+3)

0.22% more ownership

Funds ownership: 80.23%80.46% (+0.22%)

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 156

Holders
362
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
121
Reduced
156
Closed
33
Calls
$11.6M
Puts
$2.41M
Net Calls
+$9.2M
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$833M -$10.3M -102,347 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$706M -$2.58M -25,581 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$268M -$5.75M -56,885 -2%
State Street
4
State Street
Massachusetts
$213M -$1.6M -15,843 -0.8%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$195M -$8.24M -81,529 -4%
Victory Capital Management
6
Victory Capital Management
Texas
$162M -$34.6M -342,318 -18%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$160M +$138M +1,370,105 +717%
Franklin Resources
8
Franklin Resources
California
$157M -$26.8M -264,776 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$139M +$3.01M +29,801 +2%
Northern Trust
10
Northern Trust
Illinois
$114M +$1.04M +10,326 +0.9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$104M -$22.6M -223,313 -18%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$95.2M -$3.84M -37,963 -4%
RA
13
Royce & Associates
New York
$81.2M +$13.3M +131,253 +20%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$80M +$79M +781,592 New
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$77.3M -$3.84M -38,010 -5%
Charles Schwab
16
Charles Schwab
California
$76.7M +$18.1M +179,323 +31%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$70.9M -$2.91M -28,759 -4%
AQR Capital Management
18
AQR Capital Management
Connecticut
$69.5M +$33.1M +327,220 +93%
JP Morgan Chase
19
JP Morgan Chase
New York
$67.7M -$5.27M -52,194 -7%
Goldman Sachs
20
Goldman Sachs
New York
$66.5M +$1.25M +12,417 +2%
GKIM
21
GW&K Investment Management
Massachusetts
$58.3M +$634K +6,275 +1%
CCM
22
Copeland Capital Management
Pennsylvania
$55.3M +$7.86M +77,828 +17%
Norges Bank
23
Norges Bank
Norway
$52.8M +$2.07M +20,477 +4%
Morgan Stanley
24
Morgan Stanley
New York
$40.1M +$7.48K +74 +0%
Invesco
25
Invesco
Georgia
$39M +$7.65M +75,711 +25%

UFPI Hedge Fund Activity: Q3 2023 in Review

362 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2023, worth a combined $5.11B — up 6.1% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UFPI positions and 33 closed out — a net gain of 6 holders — while 121 added to existing stakes and 156 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $138M. The largest seller was Victory Capital Management, cutting an estimated $34.6M.

  • 362 institutional investors held UFP Industries (UFPI) as of Q3 2023, up from 359 in Q2 2023.
  • Funds reported $5.11B of UFP Industries stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 39 funds opened new UFP Industries positions in Q3 2023 and 33 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $138M added.
  • The largest UFP Industries seller in Q3 2023 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.