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Ferguson
FERG

Overview Fund Activity

433 hedge funds and large institutions have $25.4B invested in Ferguson in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+95
Holders Change %
+28.11%
% of All Funds
6.99%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.63%
New
148
Increased
124
Reduced
127
Closed
47
Calls
$37.1M
Puts
$67.5M
Net Calls
-$30.5M
Net Calls Change
-$38M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.28B
2
BlackRock
2
BlackRock
New York
$1.03B
3
MGIM
3
M&G Investment Management
United Kingdom
$5.45B
4
Barclays
4
Barclays
United Kingdom
$456M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$235M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$835M
2
UBS Group
2
UBS Group
Switzerland
$43.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$306M
4
Millennium Management
4
Millennium Management
New York
$86.5M
5
HRCM
5
Hawk Ridge Capital Management
California
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
WorldQuant Millennium Advisors
301
WorldQuant Millennium Advisors
New York
$375K +$375K +2,956 New
Creative Planning
302
Creative Planning
Kansas
$369K -$406K -3,198 -52%
KAS
303
Kestra Advisory Services
Texas
$366K +$1.52K +12 +0.4%
CA
304
Cetera Advisors
Colorado
$362K +$362K +2,853 New
SIA
305
Schechter Investment Advisors
Michigan
$340K -$17.8K -140 -5%
MG
306
Mather Group
Illinois
$338K – – –
RWM
307
Ritholtz Wealth Management
New York
$332K -$32.1K -253 -9%
VT
308
Vise Technologies
New York
$326K +$14K +110 +4%
PFS
309
Prospera Financial Services
Texas
$320K +$36.3K +286 +13%
AAM
310
Advisors Asset Management
Colorado
$320K +$128K +1,006 +67%
SIA
311
SkyView Investment Advisors
New Jersey
$318K +$4.06K +32 +1%
KFP
312
KB Financial Partners
New Jersey
$316K +$2.28K +18 +0.7%
SOW
313
State of Wyoming
Wyoming
$314K +$75.2K +592 +31%
API
314
Advisor Partners II
California
$314K +$314K +2,470 New
SFA
315
Sequoia Financial Advisors
Ohio
$309K +$309K +2,430 New
CGL
316
Clarius Group LLC
Washington
$306K +$19.4K +153 +7%
RC
317
RBF Capital
California
$306K +$306K +2,400 New
SFI
318
Siemens Fonds Invest
Germany
$287K +$287K +2,753 New
BHWA
319
Beacon Harbor Wealth Advisors
Virginia
$286K +$286K +2,255 New
Robeco Institutional Asset Management
320
Robeco Institutional Asset Management
Netherlands
$274K +$274K +2,159 New
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$272K +$272K +2,144 New
BCAM
322
Boston Common Asset Management
Massachusetts
$272K -$3.05K -24 -1%
CP
323
Cumberland Partners
Ontario, Canada
$271K +$271K +2,135 New
FSA
324
Franklin Street Advisors
North Carolina
$270K +$270K +2,125 New
APWM
325
Argonautica Private Wealth Management
Massachusetts
$267K +$267K +2,099 New
11 12
13
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