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UFP Industries

426 hedge funds and large institutions have $5.58B invested in UFP Industries in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.61M

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

0% more funds holding

Funds holding: 426426 (0)

1.47% less ownership

Funds ownership: 82.14%80.68% (-1.5%)

10% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 167

10% less capital invested

Capital invested by funds: $6.21B → $5.58B (-$633M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
426
Holders Change
Holders Change %
0%
% of All Funds
6.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
48
Increased
150
Reduced
167
Closed
42
Calls
$3.62M
Puts
$2.61M
Net Calls
+$1.01M
Net Calls Change
-$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$941M +$25.4M +218,318 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$777M +$7.59M +65,321 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$361M +$3.32M +28,601 +0.9%
State Street
4
State Street
Massachusetts
$246M -$2.22M -19,061 -0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$241M -$15.8M -135,998 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$170M +$6.81M +58,578 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$161M +$3.56M +30,608 +2%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$147M -$2.99M -25,708 -2%
Franklin Resources
9
Franklin Resources
California
$116M -$36.5M -314,022 -23%
Northern Trust
10
Northern Trust
Illinois
$113M +$4.26M +36,675 +4%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$95.8M -$1.28M -11,016 -1%
Norges Bank
12
Norges Bank
Norway
$89.3M +$3.98M +34,223 +4%
Victory Capital Management
13
Victory Capital Management
Texas
$87.3M -$46.1M -396,980 -34%
Charles Schwab
14
Charles Schwab
California
$85.8M +$545K +4,688 +0.6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$76.5M -$6.43M -55,358 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$73.1M -$217K -1,863 -0.3%
RA
17
Royce & Associates
New York
$73M -$2.25M -19,366 -3%
Invesco
18
Invesco
Georgia
$68.4M +$1.18M +10,138 +2%
AQR Capital Management
19
AQR Capital Management
Connecticut
$67.6M +$13.1M +112,518 +23%
JP Morgan Chase
20
JP Morgan Chase
New York
$63.9M -$11.9M -102,010 -15%
CCM
21
Copeland Capital Management
Pennsylvania
$60.6M +$319K +2,745 +0.5%
WA
22
Wasatch Advisors
Utah
$57M +$20.5M +176,742 +53%
First Trust Advisors
23
First Trust Advisors
Illinois
$54.3M +$9.26M +79,683 +20%
GKIM
24
GW&K Investment Management
Massachusetts
$48M -$1.76M -15,164 -3%
Morgan Stanley
25
Morgan Stanley
New York
$48M -$5.47M -47,037 -10%

UFPI Hedge Fund Activity: Q2 2024 in Review

426 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q2 2024, worth a combined $5.58B — down 10% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UFPI positions and 42 closed out — a net gain of 6 holders — while 150 added to existing stakes and 167 trimmed.

The largest buyer was BlackRock, adding an estimated $25.4M. The largest seller was Victory Capital Management, cutting an estimated $46.1M.

  • 426 institutional investors held UFP Industries (UFPI) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $5.58B of UFP Industries stock for Q2 2024, down 10% quarter-over-quarter.
  • 48 funds opened new UFP Industries positions in Q2 2024 and 42 closed out, a net change of +6 holders.
  • The largest UFP Industries buyer in Q2 2024 was BlackRock, an estimated $25.4M added.
  • The largest UFP Industries seller in Q2 2024 was Victory Capital Management, an estimated $46.1M sold.

Based on aggregated 13F filings for Q2 2024.