UFP Industries
UFPI
387 hedge funds and large institutions have $6.37B invested in UFP Industries in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 29 closing their positions.
374% more call options, than puts
Call options by funds: $21.4M | Put options by funds: $4.51M
107% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 29
25% more capital invested
Capital invested by funds: $5.11B → $6.37B (+$1.26B)
7% more funds holding
Funds holding: 362 → 387 (+25)
1.69% more ownership
Funds ownership: 80.46% → 82.14% (+1.7%)
26% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 156
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$172M |
| 2 |
Morgan Stanley
New York
|
+$50.5M |
| 3 |
BlackRock
New York
|
+$40.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$39.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$51.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$38.4M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$26.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$23.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$14M |
UFPI Hedge Fund Activity: Q4 2023 in Review
387 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2023, worth a combined $6.37B — up 25% from $5.11B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new UFPI positions and 29 closed out — a net gain of 31 holders — while 116 added to existing stakes and 156 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $172M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $51.2M.
- 387 institutional investors held UFP Industries (UFPI) as of Q4 2023, up from 362 in Q3 2023.
- Funds reported $6.37B of UFP Industries stock for Q4 2023, up 25% quarter-over-quarter.
- 60 funds opened new UFP Industries positions in Q4 2023 and 29 closed out, a net change of +31 holders.
- The largest UFP Industries buyer in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $172M added.
- The largest UFP Industries seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $51.2M sold.
Based on aggregated 13F filings for Q4 2023.