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Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
Fiduciary Alliance
South Carolina
$6.41M -$96.8K -486 -2%
SA
227
Sycale Advisors
New York
$6.4M -$299K -1,500 -5%
ACM
228
Atika Capital Management
New York
$6.4M -$996K -5,000 -15%
GGHC
229
Gilder Gagnon Howe & Co
New York
$6.36M -$98.6K -495 -2%
Westfield Capital Management
230
Westfield Capital Management
Massachusetts
$6.33M +$380K +1,908 +7%
GC
231
Giverny Capital
Quebec, Canada
$6.31M +$387K +1,942 +7%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$6.15M +$5.61M +28,150 New
CFM
233
Coronation Fund Managers
South Africa
$6.08M -$577K -2,895 -9%
SLAM
234
Swiss Life Asset Management
$5.95M -$5.25M -26,338 -49%
NIP
235
Norwood Investment Partners
California
$5.83M -$2.79M -14,000 -34%
Axa
236
Axa
France
$5.65M +$1.42M +7,115 +38%
WIA
237
Westbourne Investment Advisors
Maryland
$5.6M +$107K +536 +2%
BCV
238
Banque Cantonale Vaudoise
Switzerland
$5.57M +$200K +1,003 +4%
SCM
239
Segantii Capital Management
Hong Kong
$5.46M +$498K +2,500 +11%
Loomis, Sayles & Company
240
Loomis, Sayles & Company
Massachusetts
$5.45M -$10M -50,286 -67%
Principal Financial Group
241
Principal Financial Group
Iowa
$5.37M +$1.52M +7,610 +45%
ECM
242
English Capital Management
Michigan
$5.26M
MYIA
243
Mount Yale Investment Advisors
Colorado
$5.24M -$311K -1,562 -6%
CP
244
Cumberland Partners
Ontario, Canada
$5.19M -$802K -4,025 -14%
NAM
245
Nissay Asset Management
Japan
$5.19M +$73.9K +371 +2%
PAMP
246
Polar Asset Management Partners
Ontario, Canada
$5.04M +$776K +3,894 +20%
DA
247
Duality Advisers
Florida
$5.02M +$4.58M +22,966 New
VPIM
248
Vanguard Personalized Indexing Management
California
$4.86M +$231K +1,158 +5%
KOCAA
249
Knights of Columbus Asset Advisors
Connecticut
$4.82M +$3.93M +19,711 +843%
EI
250
Ethic Inc
New York
$4.77M +$751K +3,769 +21%

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.