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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 %
HNB
251
Huntington National Bank
Ohio
$61K 553 +362 +190%
MHR
252
Matthew Hamilton Rosenberg
$58K 530 – –
CFGS
253
Concourse Financial Group Securities
Alabama
$51K 459 -112 -20%
AAP
254
Arax Advisory Partners
Colorado
$45K 405 -1 -0.2%
HCP
255
Hexagon Capital Partners
Arkansas
$44K 399 +48 +14%
JWM
256
Janiczek Wealth Management
Colorado
$38K 304 -264 -46%
HWMA
257
Heritage Wealth Management (Arizona)
Arizona
$37.9K 342 -11 -3%
ECM
258
Engine Capital Management
New York
$35K 315 +315 New
VVP
259
Venture Visionary Partners
Ohio
$30.1K 272 +272 New
PCG
260
Private Capital Group
Connecticut
$30K 270 -72 -21%
CA
261
Crewe Advisors
Utah
$26K 238 +238 New
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$25K 230 -39 -14%
FHA
263
First Horizon Advisors
Tennessee
$24K 226 +162 +253%
SFO
264
Standard Family Office
South Dakota
$21K 194 +194 New
APA
265
American Portfolios Advisors
New York
$20.3K 182 – –
BTI
266
Blue Trust Inc
Georgia
$20K 155 +155 New
CFO
267
CVA Family Office
Colorado
$18K 159 – –
SC
268
Seldon Capital
California
$17K 150 – –
SPIA
269
Steward Partners Investment Advisory
New York
$17K 156 – –
LC
270
Lindbrook Capital
California
$17K 156 +33 +27%
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$16.3K 120,634 -174,216 -59%
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$16K 149 – –
CCA
273
Column Capital Advisors
Indiana
$14K 127 – –
EW
274
Evoke Wealth
California
$14K 129 +1 +0.8%
ED
275
Exane Derivatives
France
$11.1K 100 -274 -73%
9 10
11
12 13