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Ferguson
FERG

Overview Fund Activity

316 hedge funds and large institutions have $11B invested in Ferguson in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 38 closing their positions.

Holders
316
Holders Change
+29
Holders Change %
+10.1%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.39%
New
71
Increased
108
Reduced
94
Closed
38
Calls
$11.8M
Puts
$27.1M
Net Calls
-$15.3M
Net Calls Change
-$15.3M

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$174M
3
TFM
3
Trian Fund Management
New York
$1.42B
4
SCA
4
Southpoint Capital Advisors
New York
$232M
5
UBS Group
5
UBS Group
Switzerland
$174M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$1.31M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$793M
3
Barclays
3
Barclays
United Kingdom
$130M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$767M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$337M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$223K 2,018 +2,018 New
KFP
227
KB Financial Partners
New Jersey
$221K 1,995 +1,969 +7,573%
AssetMark Inc
228
AssetMark Inc
California
$219K 1,976 +118 +6%
KAS
229
Kestra Advisory Services
Texas
$216K 1,951 +441 +29%
LWAC
230
Laurel Wealth Advisors (California)
California
$209K 1,891 -677 -26%
QCG
231
Quadrant Capital Group
Ohio
$209K 1,888 +408 +28%
CRI
232
Colonial River Investments
Virginia
$208K 1,883 – –
DCM
233
DGS Capital Management
New Jersey
$204K 1,844 -324 -15%
FPS
234
Fieldpoint Private Securities
Connecticut
$203K 1,824 -176 -9%
SCA
235
Scott Capital Advisors
Oregon
$201K 1,814 +2 +0.1%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$197K 1,792 +557 +45%
CQS
237
Credential Qtrade Securities
$189K 1,705 +67 +4%
ZB
238
Zions Bancorporation
Utah
$172K 1,555 +183 +13%
PA
239
Parallel Advisors
California
$169K 1,529 +29 +2%
S
240
SignatureFD
Georgia
$165K 1,494 +266 +22%
AAM
241
Advisors Asset Management
Colorado
$143K 1,292 +1,292 New
AFS
242
Annapolis Financial Services
Maryland
$141K 1,274 – –
WT
243
Whittier Trust
California
$132K 1,190 +1,123 +1,676%
WI
244
Wahed Invest
New York
$124K 1,109 +1,109 New
BWP
245
Baldwin Wealth Partners
Massachusetts
$119K 1,066 -37 -3%
HIA
246
Harbor Investment Advisory
Maryland
$101K 911 – –
TPCW
247
TD Private Client Wealth
New York
$97.2K 871 -28 -3%
IA
248
IFP Advisors
Florida
$73K 1,026 – –
Optiver Holding
249
Optiver Holding
Netherlands
$64K 576 +576 New
EWA
250
EverSource Wealth Advisors
Alabama
$63K 572 -55 -9%
8 9
10
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