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UFP Industries

439 hedge funds and large institutions have $5.75B invested in UFP Industries in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 157 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $1.37M

1.86% more ownership

Funds ownership: 82.26%84.11% (+1.9%)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 439439 (0)

3% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 157

13% less capital invested

Capital invested by funds: $6.58B → $5.75B (-$830M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
439
Holders Change
Holders Change %
0%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
153
Reduced
157
Closed
52
Calls
$3.88M
Puts
$1.37M
Net Calls
+$2.5M
Net Calls Change
+$362K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$890M -$51.3M -397,788 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$775M -$5.74M -44,574 -0.6%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$359M -$10.3M -80,126 -2%
State Street
4
State Street
Massachusetts
$260M +$14.5M +112,881 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$213M -$11.5M -89,528 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$197M +$14.9M +115,687 +7%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$174M +$56.1M +435,155 +39%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$167M -$5.62M -43,592 -3%
Franklin Resources
9
Franklin Resources
California
$145M +$7.97M +61,861 +5%
Northern Trust
10
Northern Trust
Illinois
$125M +$12.7M +98,533 +10%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$102M +$4.04M +31,381 +4%
First Trust Advisors
12
First Trust Advisors
Illinois
$89.2M +$28.8M +223,522 +39%
Charles Schwab
13
Charles Schwab
California
$87M +$278K +2,160 +0.3%
Norges Bank
14
Norges Bank
Norway
$83.1M -$428K -3,320 -0.4%
JP Morgan Chase
15
JP Morgan Chase
New York
$78.7M +$8.67M +67,280 +11%
Victory Capital Management
16
Victory Capital Management
Texas
$75.9M -$10.1M -78,219 -10%
Boston Partners
17
Boston Partners
Massachusetts
$75.7M +$43.5M +337,463 +101%
Invesco
18
Invesco
Georgia
$73.4M -$17.1M -132,922 -17%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$71.8M +$99.2K +770 +0.1%
RA
20
Royce & Associates
New York
$70.8M +$1.06M +8,257 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$65.1M +$3.24M +25,126 +5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$63.2M +$70.5M +546,830 +3,821%
CCM
23
Copeland Capital Management
Pennsylvania
$61.7M +$246K +1,907 +0.3%
WA
24
Wasatch Advisors
Utah
$60.2M -$7.27M -56,435 -10%
Morgan Stanley
25
Morgan Stanley
New York
$50.2M -$12.4M -95,888 -18%

UFPI Hedge Fund Activity: Q4 2024 in Review

439 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q4 2024, worth a combined $5.75B — down 13% from $6.58B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new UFPI positions and 52 closed out — a net gain of 5 holders — while 153 added to existing stakes and 157 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $70.5M. The largest seller was BlackRock, cutting an estimated $51.3M.

  • 439 institutional investors held UFP Industries (UFPI) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $5.75B of UFP Industries stock for Q4 2024, down 13% quarter-over-quarter.
  • 57 funds opened new UFP Industries positions in Q4 2024 and 52 closed out, a net change of +5 holders.
  • The largest UFP Industries buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $70.5M added.
  • The largest UFP Industries seller in Q4 2024 was BlackRock, an estimated $51.3M sold.

Based on aggregated 13F filings for Q4 2024.