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Ferguson
FERG

Overview Fund Activity

515 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+48
Holders Change %
+10.28%
% of All Funds
8.12%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
190
Reduced
156
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$727M
2
Franklin Resources
Franklin Resources
California
+$365M
3
State Street
State Street
Massachusetts
+$284M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$156M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$152M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$148M
2
SCA
Southpoint Capital Advisors
New York
-$126M
3
NCMU
NAYA Capital Management (UK)
United Kingdom
-$105M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
5
JFG
Jefferies Financial Group
New York
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
301
Dark Forest Capital Management
Puerto Rico
$1.06M +$1.06M +6,729 New
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$1.03M +$1.01M +6,422 +6,422%
BWM
303
Buckley Wealth Management
Nevada
$1M +$196K +1,249 +24%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$994K +$76.5K +486 +8%
BPWM
305
Badgley Phelps Wealth Managers
Washington
$989K +$989K +6,290 New
ACL
306
Applied Capital LLC
Florida
$967K +$967K +6,149 New
DADC
307
D.A. Davidson & Co
Montana
$963K +$393K +2,499 +69%
DGAM
308
Desjardins Global Asset Management
Quebec, Canada
$963K +$6.29K +40 +0.7%
VIM
309
Vinva Investment Management
Australia
$957K -$161K -1,028 -14%
EI
310
Ethic Inc
New York
$945K +$47.4K +301 +5%
Verition Fund Management
311
Verition Fund Management
Connecticut
$935K -$5.71M -36,309 -86%
PRC
312
Pearl River Capital
Michigan
$918K -$1.88M -11,974 -67%
CGIM
313
Cannon Global Investment Management
Florida
$897K +$897K +5,700 New
YCM
314
Yousif Capital Management
Michigan
$866K +$298K +1,897 +53%
EF
315
Empowered Funds
Pennsylvania
$857K +$222K +1,412 +35%
EST
316
EA Series Trust
Pennsylvania
$857K +$857K +5,445 New
MYAM
317
Meiji Yasuda Asset Management
Japan
$854K -$45.6K -290 -5%
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
$841K -$5.82K -37 -0.7%
RPI
319
Railway Pension Investments
United Kingdom
$802K +$802K +5,100 New
CAN
320
Cetera Advisor Networks
California
$793K +$173K +1,099 +28%
WC
321
Weil Company
California
$790K +$410K +2,607 +108%
PCS
322
Personal CFO Solutions
New Jersey
$790K +$790K +5,021 New
O
323
Ossiam
France
$775K -$1.2M -7,660 -61%
SOMRS
324
State of Michigan Retirement System
Michigan
$771K -$236K -1,500 -23%
SWM
325
Spire Wealth Management
Virginia
$766K -$5.51K -35 -0.7%
11 12
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