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Ferguson
FERG

Overview Fund Activity

551 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+36
Holders Change %
+6.99%
% of All Funds
8.79%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.49%
New
80
Increased
221
Reduced
180
Closed
41
Calls
$63.4M
Puts
$32.4M
Net Calls
+$31M
Net Calls Change
+$22.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$125M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$97.1M
3
BBA
Baader Bank Aktiengesellschaft
Germany
+$88.2M
4
First Trust Advisors
First Trust Advisors
Illinois
+$82.2M
5
UBS AM
UBS AM
Illinois
+$79.6M

Top Sellers

1
PL
Perpetual Ltd
Australia
-$239M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$168M
3
MGIM
M&G Investment Management
United Kingdom
-$106M
4
Barclays
Barclays
United Kingdom
-$102M
5
SCA
Southpoint Capital Advisors
New York
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$2.78M +$258K +1,570 +10%
Wealthfront Advisers
252
Wealthfront Advisers
California
$2.76M +$735K +4,471 +36%
LOPW
253
Live Oak Private Wealth
North Carolina
$2.76M +$9.21K +56 +0.3%
Tudor Investment Corp
254
Tudor Investment Corp
Connecticut
$2.74M -$32M -194,761 -92%
HHGC
255
Hunting Hill Global Capital
New York
$2.66M +$1.16M +7,054 +77%
MAM
256
Martingale Asset Management
Massachusetts
$2.66M +$2.66M +16,190 New
ECG
257
Edge Capital Group
Georgia
$2.63M -$531K -3,231 -17%
QCM
258
Quantinno Capital Management
New York
$2.58M +$45.1K +274 +2%
Mariner
259
Mariner
Kansas
$2.46M +$484K +2,943 +24%
NA
260
Nordwand Advisors
Pennsylvania
$2.42M -$2.38M -14,473 -50%
EI
261
Ethic Inc
New York
$2.42M +$1.43M +8,710 +145%
BCV
262
Banque Cantonale Vaudoise
Switzerland
$2.38M +$577K +3,507 +32%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$2.37M +$2.37M +14,417 New
AWM
264
AE Wealth Management
Kansas
$2.36M +$324K +1,968 +16%
JFG
265
Jefferies Financial Group
New York
$2.36M +$2.36M +14,352 New
SCA
266
Snowden Capital Advisors
New York
$2.17M +$9.21K +56 +0.4%
NIMI
267
Natixis Investment Managers International
France
$2.11M -$206K -1,243 -9%
IIM
268
INTECH Investment Management
Florida
$2.05M +$46.7K +284 +2%
Bessemer Group
269
Bessemer Group
New Jersey
$2.05M -$16.4K -100 -0.8%
CCIA
270
Campbell & Co Investment Adviser
Maryland
$2.05M -$15K -91 -0.7%
Two Sigma Investments
271
Two Sigma Investments
New York
$1.97M – – –
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$1.96M -$591K -3,596 -23%
SO
273
STRS Ohio
Ohio
$1.96M +$1.96M +11,891 New
DZ Bank
274
DZ Bank
Germany
$1.95M -$3.22M -19,555 -62%
QCM
275
QRG Capital Management
Illinois
$1.91M +$1.91M +11,583 New
9 10
11
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