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Ferguson
FERG

655 hedge funds and large institutions have $35.8B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $38.9M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0% less funds holding

Funds holding: 658 → 655 (-3)

0.61% less ownership

Funds ownership: 81.4% → 80.79% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 254

17% less capital invested

Capital invested by funds: $43.3B → $35.8B (-$7.56B)

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
655
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
9.46%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
69
Increased
242
Reduced
254
Closed
66
Calls
$44.9M
Puts
$38.9M
Net Calls
+$6.07M
Net Calls Change
-$54.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.04B
2
Artisan Partners
Artisan Partners
Wisconsin
+$221M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$167M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$71.5M
5
WIM
Waverton Investment Management
United Kingdom
+$64.6M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$251M
2
UBS AM
UBS AM
Illinois
-$193M
3
BlackRock
BlackRock
New York
-$163M
4
Invesco
Invesco
Georgia
-$131M
5
TFM
Trian Fund Management
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
251
Atria Investments
North Carolina
$3.93M +$489K +2,333 +13%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$3.91M -$35.4K -169 -0.8%
WFG
253
Wills Financial Group
Virginia
$3.89M +$31.7K +151 +0.8%
MYIA
254
Mount Yale Investment Advisors
Colorado
$3.87M -$846K -4,033 -17%
CCIA
255
Campbell & Co Investment Adviser
Maryland
$3.83M +$3.3M +15,717 +378%
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$3.78M +$21.8K +104 +0.5%
Macquarie Group
257
Macquarie Group
Australia
$3.61M +$273K +1,301 +8%
DILIC
258
Dai-ichi Life Insurance Company
Japan
$3.55M -$273K -1,300 -7%
X
259
Xponance
Pennsylvania
$3.51M +$30.8K +147 +0.8%
BCV
260
Banque Cantonale Vaudoise
Switzerland
$3.46M -$1.6M -7,616 -30%
EMPI
261
Elo Mutual Pension Insurance
Finland
$3.36M +$3.64M +17,376 New
ET
262
Equitable Trust
Tennessee
$3.34M +$2.31K +11 +0.1%
AIM
263
Artemis Investment Management
United Kingdom
$3.31M -$70M -333,661 -95%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$3.27M -$4.61K -22 -0.1%
GIBU
265
Gulf International Bank (UK)
United Kingdom
$3.27M – – –
CIBC World Market
266
CIBC World Market
Ontario, Canada
$3.27M +$3.54M +16,884 New
LOPW
267
Live Oak Private Wealth
North Carolina
$3.23M +$839 +4 +0%
KA
268
Kintegral Advisory
New York
$3.21M -$460K -2,191 -12%
OAC
269
OMERS Administration Corp
Ontario, Canada
$3.17M +$3.43M +16,367 New
GC
270
Guggenheim Capital
Illinois
$3.16M – – –
RI
271
Redwood Investments
Massachusetts
$3.03M -$21.2K -101 -0.6%
1832 Asset Management
272
1832 Asset Management
Ontario, Canada
$3M +$193K +918 +6%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$2.97M +$69.8K +333 +2%
Wealthfront Advisers
274
Wealthfront Advisers
California
$2.95M -$97.1K -463 -3%
TAM
275
Tabor Asset Management
New York
$2.93M +$2.76M +13,152 New
9 10
11
12 13

FERG Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2024, worth a combined $35.8B — down 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new FERG positions and 66 closed out — a net gain of 3 holders — while 242 added to existing stakes and 254 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.04B. The largest seller was Brown Advisory, cutting an estimated $251M.

  • 655 institutional investors held Ferguson (FERG) as of Q2 2024, down from 658 in Q1 2024.
  • Funds reported $35.8B of Ferguson stock for Q2 2024, down 17% quarter-over-quarter.
  • 69 funds opened new Ferguson positions in Q2 2024 and 66 closed out, a net change of +3 holders.
  • The largest Ferguson buyer in Q2 2024 was Bank of New York Mellon, an estimated $1.04B added.
  • The largest Ferguson seller in Q2 2024 was Brown Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2024.