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Ferguson
FERG

Overview Fund Activity

433 hedge funds and large institutions have $25.4B invested in Ferguson in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+95
Holders Change %
+28.11%
% of All Funds
6.99%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.63%
New
148
Increased
124
Reduced
127
Closed
47
Calls
$37.1M
Puts
$67.5M
Net Calls
-$30.5M
Net Calls Change
-$38M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.28B
2
BlackRock
2
BlackRock
New York
$1.03B
3
MGIM
3
M&G Investment Management
United Kingdom
$5.45B
4
Barclays
4
Barclays
United Kingdom
$456M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$235M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$835M
2
UBS Group
2
UBS Group
Switzerland
$43.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$306M
4
Millennium Management
4
Millennium Management
New York
$86.5M
5
HRCM
5
Hawk Ridge Capital Management
California
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
251
Banque Cantonale Vaudoise
Switzerland
$876K +$65.5K +516 +8%
PIFP
252
Partners in Financial Planning
Virginia
$869K +$869K +6,760 New
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$860K +$20.2K +159 +2%
DZ Bank
254
DZ Bank
Germany
$838K -$776K -6,153 -48%
PFO
255
Pathstone Family Office
New Jersey
$818K -$13.9K -114 -2%
SOMRS
256
State of Michigan Retirement System
Michigan
$813K +$813K +6,400 New
Baird Financial Group
257
Baird Financial Group
Wisconsin
$809K +$13.1K +103 +2%
DGAM
258
Desjardins Global Asset Management
Quebec, Canada
$767K +$767K +6,042 New
State Board of Administration of Florida Retirement System
259
State Board of Administration of Florida Retirement System
Florida
$762K +$762K +6,000 New
OHU
260
Odey Holdings (UK)
United Kingdom
$745K – – –
COI
261
Connable Office Inc
Michigan
$731K +$13.2K +104 +2%
New York State Common Retirement Fund
262
New York State Common Retirement Fund
New York
$726K +$726K +5,716 New
MGP
263
Metis Global Partners
California
$701K -$423K -3,328 -38%
LNWWM
264
Laird Norton Wetherby Wealth Management
California
$700K -$192K -1,516 -22%
Comerica Bank
265
Comerica Bank
Texas
$648K -$72.8K -526 -10%
OQS
266
Occudo Quantitative Strategies
Florida
$637K +$637K +5,015 New
VI
267
Vestcor Inc
New Brunswick, Canada
$627K +$627K +4,941 New
CP
268
Covenant Partners
Tennessee
$612K – – –
PAS
269
Park Avenue Securities
New York
$605K +$76.1K +599 +14%
BWM
270
Buckley Wealth Management
Nevada
$599K +$599K +4,720 New
VCA
271
Verdence Capital Advisors
Maryland
$589K -$119K -940 -17%
CCM
272
Chimera Capital Management
New York
$585K +$585K +4,605 New
VPIM
273
Vanguard Personalized Indexing Management
California
$578K -$423K -3,329 -42%
XT
274
XTX Topco
Cayman Islands
$577K +$577K +4,542 New
LWAM
275
Legacy Wealth Asset Management
Minnesota
$561K +$104K +822 +23%
9 10
11
12 13