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Ferguson
FERG

518 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 191 increasing their positions, 158 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 60

23% more capital invested

Capital invested by funds: $26.4B → $32.5B (+$6.12B)

21% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 158

11% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $76.6M

10% more funds holding

Funds holding: 470 → 518 (+48)

4.41% more ownership

Funds ownership: 75.83% → 80.25% (+4.4%)

11% less funds holding in top 10

Funds holding in top 10: 36 → 32 (-4)

Holders
518
Holders Change
+48
Holders Change %
+10.21%
% of All Funds
8.13%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
191
Reduced
158
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$658M
2
Franklin Resources
Franklin Resources
California
+$331M
3
State Street
State Street
Massachusetts
+$256M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$141M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$138M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$148M
2
SCA
Southpoint Capital Advisors
New York
-$114M
3
NCMU
NAYA Capital Management (UK)
United Kingdom
-$105M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
5
JFG
Jefferies Financial Group
New York
-$73.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
251
EdenTree Asset Management
United Kingdom
$2.21M +$1.99M +14,000 New
ACM
252
Aquatic Capital Management
Illinois
$2.19M -$456K -3,200 -19%
YIH
253
Y-Intercept (HK)
Hong Kong
$2.13M -$709K -4,976 -27%
TSW
254
Thompson Siegel & Walmsley
Virginia
$2.09M -$214K -1,500 -10%
CGH
255
Crossmark Global Holdings
Texas
$2.08M +$1.84M +12,900 New
SCA
256
Snowden Capital Advisors
New York
$2.07M +$296K +2,076 +19%
Bessemer Group
257
Bessemer Group
New Jersey
$1.98M -$65.5K -460 -4%
CCIA
258
Campbell & Co Investment Adviser
Maryland
$1.98M +$1.79M +12,565 New
AWM
259
AE Wealth Management
Kansas
$1.95M -$5.98M -41,981 -77%
Wealthfront Advisers
260
Wealthfront Advisers
California
$1.93M +$1.2M +8,391 +215%
IIM
261
INTECH Investment Management
Florida
$1.92M -$1.13M -7,906 -39%
Mariner
262
Mariner
Kansas
$1.89M +$176K +1,233 +11%
Two Sigma Investments
263
Two Sigma Investments
New York
$1.89M – – –
PP
264
Prudential plc
United Kingdom
$1.83M +$1.66M +11,642 New
BCM
265
Bayesian Capital Management
New York
$1.82M -$2.26M -15,900 -58%
VI
266
Vestcor Inc
New Brunswick, Canada
$1.8M +$926K +6,503 +132%
BCI
267
Brinker Capital Investments
Pennsylvania
$1.76M +$120K +841 +8%
OPS
268
Orion Portfolio Solutions
Nebraska
$1.76M +$120K +841 +8%
URS
269
Utah Retirement Systems
Utah
$1.75M +$1.58M +11,100 New
DILIC
270
Dai-ichi Life Insurance Company
Japan
$1.73M – – –
BCV
271
Banque Cantonale Vaudoise
Switzerland
$1.72M -$1.08M -7,570 -41%
MML Investors Services
272
MML Investors Services
Massachusetts
$1.63M +$352K +2,475 +31%
MPEM
273
Marathon Partners Equity Management
New York
$1.57M -$285K -2,000 -17%
VPIM
274
Vanguard Personalized Indexing Management
California
$1.51M +$628K +4,411 +85%
SCI
275
S&CO Inc
Massachusetts
$1.49M – – –
9 10
11
12 13

FERG Hedge Fund Activity: Q2 2023 in Review

518 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2023, worth a combined $32.5B — up 23% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FERG positions and 60 closed out — a net gain of 53 holders — while 191 added to existing stakes and 158 trimmed.

The largest buyer was BlackRock, adding an estimated $658M. The largest seller was Millennium Management, exiting entirely with an estimated $148M sold.

  • 518 institutional investors held Ferguson (FERG) as of Q2 2023, up from 470 in Q1 2023.
  • Funds reported $32.5B of Ferguson stock for Q2 2023, up 23% quarter-over-quarter.
  • 113 funds opened new Ferguson positions in Q2 2023 and 60 closed out, a net change of +53 holders.
  • The largest Ferguson buyer in Q2 2023 was BlackRock, an estimated $658M added.
  • The largest Ferguson seller in Q2 2023 was Millennium Management, an estimated $148M sold.

Based on aggregated 13F filings for Q2 2023.