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Ferguson
FERG

Overview Fund Activity

316 hedge funds and large institutions have $11B invested in Ferguson in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 38 closing their positions.

Holders
316
Holders Change
+29
Holders Change %
+10.1%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.39%
New
71
Increased
108
Reduced
94
Closed
38
Calls
$11.8M
Puts
$27.1M
Net Calls
-$15.3M
Net Calls Change
-$15.3M

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$174M
3
TFM
3
Trian Fund Management
New York
$1.42B
4
SCA
4
Southpoint Capital Advisors
New York
$232M
5
UBS Group
5
UBS Group
Switzerland
$174M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$1.31M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$793M
3
Barclays
3
Barclays
United Kingdom
$130M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$767M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$337M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
326
Covenant Partners
Tennessee
– – -3,631 Closed
ECM
327
ExodusPoint Capital Management
New York
– – -2,939 Closed
MG
328
Mather Group
Illinois
– – -2,660 Closed
PFO
329
Pathstone Family Office
New Jersey
– – -2,421 Closed
CP
330
Cumberland Partners
Ontario, Canada
– – -2,385 Closed
BL
331
Balentine LLC
Georgia
– – -2,357 Closed
PWPS
332
Pinnacle Wealth Planning Services
Ohio
– – -2,335 Closed
Two Sigma Advisers
333
Two Sigma Advisers
New York
– – -1,863 Closed
FTDI
334
First Trust Direct Indexing
Massachusetts
– – -1,694 Closed
RJT
335
Raymond James Trust
Florida
– – -1,684 Closed
AP
336
Advisor Partners
California
– – -1,666 Closed
CWR
337
Chico Wealth RIA
California
– – -1,652 Closed
HF
338
HRT Financial
New York
– – -1,639 Closed
EWM
339
Evermay Wealth Management
Virginia
– – -948 Closed
AS
340
Altshuler Shaham
Israel
– – -916 Closed
PFS
341
Prospera Financial Services
Texas
– – -278 Closed
GWS
342
Glassman Wealth Services
Virginia
– – -173 Closed
TFS
343
TrustCore Financial Services
Tennessee
– – -113 Closed
T
344
TCWP
Ohio
– – -74 Closed
VCM
345
Vigilant Capital Management
Maine
– – -68 Closed
ETC
346
Exchange Traded Concepts
Oklahoma
– – -48 Closed
AF
347
Advisornet Financial
Minnesota
– – -44 Closed
Koshinski Asset Management
348
Koshinski Asset Management
Illinois
– – -38 Closed
FAG
349
Fortitude Advisory Group
Washington
– – -17 Closed
ADL
350
Asset Dedication LLC
California
– – -12 Closed
11 12 13
14
15