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UFP Industries

439 hedge funds and large institutions have $6.58B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $5.58B → $6.58B (+$1B)

3% more funds holding

Funds holding: 426439 (+13)

1.58% more ownership

Funds ownership: 80.68%82.26% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

Holders
439
Holders Change
+13
Holders Change %
+3.05%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
162
Closed
42
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.09B -$12.3M -102,022 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$909M -$1.6M -13,255 -0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$428M +$4.61M +38,191 +1%
State Street
4
State Street
Massachusetts
$288M -$376K -3,115 -0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$260M -$20.7M -171,575 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$215M +$23.4M +193,891 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$201M +$1.79M +14,857 +1%
Franklin Resources
8
Franklin Resources
California
$170M +$22.8M +188,969 +18%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$146M -$24.8M -205,268 -16%
Northern Trust
10
Northern Trust
Illinois
$133M -$30.8K -255 -0%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$116M +$3.93M +32,555 +4%
Invesco
12
Invesco
Georgia
$103M +$21M +173,639 +28%
Charles Schwab
13
Charles Schwab
California
$101M +$484K +4,006 +0.5%
Victory Capital Management
14
Victory Capital Management
Texas
$98.7M -$3.37M -27,941 -4%
Norges Bank
15
Norges Bank
Norway
$97.3M -$6.7M -55,501 -7%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$83.5M -$5.63M -46,601 -7%
JP Morgan Chase
17
JP Morgan Chase
New York
$82.8M +$7.35M +60,859 +11%
RA
18
Royce & Associates
New York
$81.4M -$3.82M -31,639 -5%
WA
19
Wasatch Advisors
Utah
$77.5M +$9.9M +81,950 +16%
First Trust Advisors
20
First Trust Advisors
Illinois
$74.6M +$10.1M +83,933 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$72.5M -$12M -99,632 -15%
CCM
22
Copeland Capital Management
Pennsylvania
$71.7M +$666K +5,515 +1%
Morgan Stanley
23
Morgan Stanley
New York
$71.1M +$13.7M +113,438 +26%
AQR Capital Management
24
AQR Capital Management
Connecticut
$69.4M -$9.21M -76,226 -13%
Pictet Asset Management
25
Pictet Asset Management
Switzerland
$55.3M -$748K -6,193 -1%

UFPI Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q3 2024, worth a combined $6.58B — up 18% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UFPI positions and 42 closed out — a net gain of 16 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $24.8M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q3 2024, up from 426 in Q2 2024.
  • Funds reported $6.58B of UFP Industries stock for Q3 2024, up 18% quarter-over-quarter.
  • 58 funds opened new UFP Industries positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest UFP Industries buyer in Q3 2024 was Boston Partners, an estimated $40.4M added.
  • The largest UFP Industries seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.