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Ferguson

467 hedge funds and large institutions have $26.4B invested in Ferguson in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+34
Holders Change %
+7.85%
% of All Funds
7.47%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.58%
New
98
Increased
162
Reduced
154
Closed
57
Calls
$135M
Puts
$75M
Net Calls
+$59.8M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Mackenzie Financial
276
Mackenzie Financial
Ontario, Canada
$1.22M +$1.22M +9,212 New
US Bancorp
277
US Bancorp
Minnesota
$1.19M -$386K -2,884 -25%
HRCM
278
Hawk Ridge Capital Management
California
$1.14M -$511K -3,817 -31%
GT
279
Glenmede Trust
Pennsylvania
$1.13M +$104K +778 +10%
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$1.13M +$704K +5,260 +167%
LFAS
281
Level Four Advisory Services
Texas
$1.11M +$133K +991 +14%
BCAM
282
Boston Common Asset Management
Massachusetts
$1.11M +$824K +6,230 +291%
AllianceBernstein
283
AllianceBernstein
Tennessee
$1.08M -$2.81K -21 -0.3%
MML Investors Services
284
MML Investors Services
Massachusetts
$1.06M -$50.7K -379 -5%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$1.04M -$1.47K -11 -0.1%
OCM
286
Ovata Capital Management
Hong Kong
$1.01M -$324K -2,425 -24%
Calamos Advisors
287
Calamos Advisors
Illinois
$1,000K
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$946K +$40.3K +301 +4%
VIM
289
Vinva Investment Management
Australia
$941K +$941K +7,156 New
MGP
290
Metis Global Partners
California
$924K +$187K +1,402 +25%
DCM
291
Donaldson Capital Management
Indiana
$910K +$910K +6,807 New
PIFP
292
Partners in Financial Planning
Virginia
$904K
SOMRS
293
State of Michigan Retirement System
Michigan
$856K
VF
294
Virtu Financial
New York
$836K +$836K +6,251 New
DGAM
295
Desjardins Global Asset Management
Quebec, Canada
$813K +$5.35K +40 +0.7%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$780K +$13.4K +100 +2%
COI
297
Connable Office Inc
Michigan
$770K
MYAM
298
Meiji Yasuda Asset Management
Japan
$765K -$10.7K -80 -1%
EI
299
Ethic Inc
New York
$763K +$290K +2,171 +61%
TRCT
300
Tower Research Capital (TRC)
New York
$746K +$613K +4,582 +461%