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UFP Industries

426 hedge funds and large institutions have $6.21B invested in UFP Industries in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.42M

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

10% more funds holding

Funds holding: 387426 (+39)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 82.14%82.14% (+0%)

3% less capital invested

Capital invested by funds: $6.37B → $6.21B (-$162M)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
426
Holders Change
+39
Holders Change %
+10.08%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
157
Closed
30
Calls
$11.7M
Puts
$3.42M
Net Calls
+$8.33M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.01B -$37.9M -326,323 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$846M -$869K -7,483 -0.1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$393M +$5.15M +44,330 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$282M -$13.3M -114,616 -5%
State Street
5
State Street
Massachusetts
$273M +$7.74M +66,586 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$179M +$3.9M +33,584 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$174M +$45M +387,004 +38%
Franklin Resources
8
Franklin Resources
California
$166M +$7.95M +68,415 +5%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$165M -$10.4M -89,402 -6%
Victory Capital Management
10
Victory Capital Management
Texas
$145M -$6.19M -53,262 -4%
Northern Trust
11
Northern Trust
Illinois
$120M -$11.1M -95,607 -9%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$107M -$2.73M -23,455 -3%
Norges Bank
13
Norges Bank
Norway
$93.8M +$8.21M +70,683 +10%
Charles Schwab
14
Charles Schwab
California
$93.6M +$882K +7,588 +1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$90.9M +$672K +5,784 +0.8%
JP Morgan Chase
16
JP Morgan Chase
New York
$82.7M +$3.72M +32,041 +5%
RA
17
Royce & Associates
New York
$82.6M -$3.33M -28,672 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$80.5M -$3.32M -28,561 -4%
Invesco
19
Invesco
Georgia
$73.9M +$13.2M +113,651 +23%
CCM
20
Copeland Capital Management
Pennsylvania
$66.2M +$1.45M +12,521 +2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$60.9M -$6.24M -53,711 -10%
Morgan Stanley
22
Morgan Stanley
New York
$58.5M -$44.6M -383,783 -45%
Goldman Sachs
23
Goldman Sachs
New York
$55.1M -$14.6M -125,629 -22%
GKIM
24
GW&K Investment Management
Massachusetts
$54.6M -$1.1M -9,427 -2%
Pictet Asset Management
25
Pictet Asset Management
Switzerland
$51.9M -$40.4M -347,333 -45%

UFPI Hedge Fund Activity: Q1 2024 in Review

426 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2024, worth a combined $6.21B — down 2.5% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UFPI positions and 30 closed out — a net gain of 42 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $44.6M.

  • 426 institutional investors held UFP Industries (UFPI) as of Q1 2024, up from 387 in Q4 2023.
  • Funds reported $6.21B of UFP Industries stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 72 funds opened new UFP Industries positions in Q1 2024 and 30 closed out, a net change of +42 holders.
  • The largest UFP Industries buyer in Q1 2024 was Fidelity Investments, an estimated $45M added.
  • The largest UFP Industries seller in Q1 2024 was Morgan Stanley, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2024.