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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 %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$11K 96 +10 +12%
UB
277
UMB Bank
Missouri
$10K 91 -47 -34%
PB
278
Pinnacle Bancorp
Nebraska
$10K 93 – –
TFM
279
TFC Financial Management
Massachusetts
$10K 92 – –
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$9K 85 -27 -24%
HR
281
Howe & Rusling
New York
$9K 79 -18 -19%
EBA
282
Eagle Bay Advisors
New York
$7.97K 72 +72 New
GRP
283
Global Retirement Partners
California
$7K 62 – –
FCA
284
FinTrust Capital Advisors
South Carolina
$7K 58 +10 +21%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$6K 50 +8 +19%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$6K 57 +49 +613%
WTA
287
Washington Trust Advisors
Massachusetts
$5K 44 -73 -62%
PTC
288
Private Trust Company
Ohio
$5K 42 +42 New
WT
289
Washington Trust
Rhode Island
$4K 39 -2 -5%
LWP
290
Laurel Wealth Planning
Minnesota
$4K 36 – –
ZIG
291
Zullo Investment Group
Pennsylvania
$4K 39 – –
AF
292
Allworth Financial
California
$4K 36 +20 +125%
HGWM
293
Harvest Group Wealth Management
Massachusetts
$4K 37 +25 +208%
BMD
294
Better Money Decisions
New Mexico
$4K 39 +39 New
BIA
295
Bell Investment Advisors
California
$4K 39 +39 New
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.15K 28 – –
SWM
297
Spire Wealth Management
Virginia
$3K 31 -31 -50%
MAM
298
Meeder Asset Management
Ohio
$3K 26 -23 -47%
HWM
299
HighMark Wealth Management
Minnesota
$2K 19 -6 -24%
QC
300
Quent Capital
New York
$2K 14 – –
10 11
12
13 14