Ferguson
FERG
287 hedge funds and large institutions have $12.8B invested in Ferguson in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 24 closing their positions.
150% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 24
13% more funds holding
Funds holding: 254 → 287 (+33)
1% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 87
0.68% more ownership
Funds ownership: 39.09% → 39.77% (+0.68%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
21% less capital invested
Capital invested by funds: $16.3B → $12.8B (-$3.41B)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$750M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
+$267M |
| 3 |
Barclays
London,
United Kingdom
|
+$203M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$183M |
| 5 |
PG
Pendal Group
Sydney,
Australia
|
+$98.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
301
Cambridge Trust
Cambridge,
Massachusetts
| – | -$110K | -614 | Closed |
|
|
EVM
302
Eaton Vance Management
Boston,
Massachusetts
| – | -$35K | -195 | Closed |
|
|
SFO
303
Standard Family Office
Sioux Falls,
South Dakota
| – | -$24K | -136 | Closed |
|
|
EBA
304
Eagle Bay Advisors
New York
| – | -$22K | -121 | Closed |
|
|
DAM
305
Delta Asset Management
Memphis,
Tennessee
| – | -$15K | -85 | Closed |
|
|
AP
306
Arlington Partners
Birmingham,
Alabama
| – | -$11K | -60 | Closed |
|
307
Jones Financial Companies
Des Peres,
Missouri
| – | -$9K | -50 | Closed |
|
|
MBFW
308
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$2K | -9 | Closed |
|
|
CA
309
CoreCap Advisors
Southfield,
Michigan
| – | -$1K | -2 | Closed |
|
FERG Hedge Fund Activity: Q1 2022 in Review
287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2022, worth a combined $12.8B — down 21% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new FERG positions and 24 closed out — a net gain of 36 holders — while 88 added to existing stakes and 87 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $750M. The largest seller was JP Morgan Chase, cutting an estimated $180M.
- 287 institutional investors held Ferguson (FERG) as of Q1 2022, up from 254 in Q4 2021.
- Funds reported $12.8B of Ferguson stock for Q1 2022, down 21% quarter-over-quarter.
- 60 funds opened new Ferguson positions in Q1 2022 and 24 closed out, a net change of +36 holders.
- The largest Ferguson buyer in Q1 2022 was Invesco, an estimated $750M added.
- The largest Ferguson seller in Q1 2022 was JP Morgan Chase, an estimated $180M sold.
Based on aggregated 13F filings for Q1 2022.