Ferguson
FERG
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.
87% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 38
64% more funds holding in top 10
Funds holding in top 10: 14 → 23 (+9)
15% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 94
10% more funds holding
Funds holding: 287 → 316 (+29)
3.03% more ownership
Funds ownership: 39.77% → 42.8% (+3%)
15% less capital invested
Capital invested by funds: $12.8B → $11B (-$1.87B)
56% less call options, than puts
Call options by funds: $11.8M | Put options by funds: $27.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$243M |
| 2 |
Morgan Stanley
New York
|
+$183M |
| 3 |
TFM
Trian Fund Management
New York
|
+$172M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
+$170M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$455M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$228M |
| 3 |
Barclays
London,
United Kingdom
|
-$197M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 5 |
JP Morgan Chase
New York
|
-$109M |
FERG Hedge Fund Activity: Q2 2022 in Review
316 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2022, worth a combined $11B — down 15% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new FERG positions and 38 closed out — a net gain of 33 holders — while 108 added to existing stakes and 94 trimmed.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $243M. The largest seller was Royal London Asset Management, cutting an estimated $455M.
- 316 institutional investors held Ferguson (FERG) as of Q2 2022, up from 287 in Q1 2022.
- Funds reported $11B of Ferguson stock for Q2 2022, down 15% quarter-over-quarter.
- 71 funds opened new Ferguson positions in Q2 2022 and 38 closed out, a net change of +33 holders.
- The largest Ferguson buyer in Q2 2022 was Fiduciary Management Inc, an estimated $243M added.
- The largest Ferguson seller in Q2 2022 was Royal London Asset Management, an estimated $455M sold.
Based on aggregated 13F filings for Q2 2022.