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Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
276
Genus Capital Management
British Columbia, Canada
$3.49M +$3.18M +15,958 New
Jacobs Levy Equity Management
277
Jacobs Levy Equity Management
New Jersey
$3.47M +$3.16M +15,880 New
Wealthfront Advisers
278
Wealthfront Advisers
California
$3.43M -$143K -718 -4%
RI
279
Redwood Investments
Massachusetts
$3.41M +$3.61M +18,106 New
BCM
280
Bayesian Capital Management
New York
$3.36M +$2.11M +10,588 +221%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$3.28M +$252K +1,266 +9%
SIA
282
SeaBridge Investment Advisors
New Jersey
$3.27M +$536K +2,692 +22%
1832 Asset Management
283
1832 Asset Management
Ontario, Canada
$3.18M -$3.2M -16,060 -52%
CM
284
Capula Management
Cayman Islands
$2.98M +$2.29M +11,495 +532%
TCCM
285
Timber Creek Capital Management
Massachusetts
$2.98M +$2.72M +13,630 New
MML Investors Services
286
MML Investors Services
Massachusetts
$2.9M +$331K +1,661 +14%
Connor, Clark & Lunn Investment Management (CC&L)
287
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.84M -$8.22M -41,280 -76%
Bessemer Group
288
Bessemer Group
New Jersey
$2.81M -$67.5K -339 -3%
EF
289
Empowered Funds
Pennsylvania
$2.75M -$2.43M -12,220 -49%
Nisa Investment Advisors
290
Nisa Investment Advisors
Missouri
$2.69M -$440K -2,206 -15%
CWM
291
CIBC World Markets
New York
$2.67M +$1.3M +6,535 +115%
GIA
292
Gateway Investment Advisers
Ohio
$2.64M -$4.1M -20,576 -63%
SCA
293
Snowden Capital Advisors
New York
$2.64M -$118K -594 -5%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$2.58M +$2.16M +10,838 +1,360%
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$2.58M +$1.39M +6,982 +145%
AB
296
Amalgamated Bank
New York
$2.53M -$1.72M -8,608 -43%
AWM
297
AE Wealth Management
Kansas
$2.52M -$5.52M -27,726 -71%
AFA
298
Abacus FCF Advisors
Florida
$2.5M +$436K +2,186 +24%
USAA
299
United Services Automobile Association
Texas
$2.49M -$1.13M -5,683 -33%
URS
300
Utah Retirement Systems
Utah
$2.47M

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.