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Ferguson

467 hedge funds and large institutions have $26.4B invested in Ferguson in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+34
Holders Change %
+7.85%
% of All Funds
7.47%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.58%
New
98
Increased
162
Reduced
154
Closed
57
Calls
$135M
Puts
$75M
Net Calls
+$59.8M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
YCM
326
Yousif Capital Management
Michigan
$482K -$26.8K -200 -5%
EGM
327
Engineers Gate Manager
New York
$481K -$4.68K -35 -1%
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$475K -$263K -1,965 -36%
BL
329
Balentine LLC
Georgia
$461K +$5.22K +39 +1%
EDRH
330
Edmond de Rothschild Holding
Switzerland
$460K -$38.3K -291 -8%
First Trust Advisors
331
First Trust Advisors
Illinois
$452K -$4.71M -35,216 -91%
RW
332
RVW Wealth
California
$450K
MWM
333
Mission Wealth Management
California
$441K -$7.22K -54 -2%
OIA
334
OneDigital Investment Advisors
Kansas
$432K +$432K +3,233 New
NAS
335
Nicolet Advisory Services
Wisconsin
$429K +$228K +1,831 +114%
CCA
336
Checchi Capital Advisers
California
$419K
CA
337
Cetera Advisors
Colorado
$414K +$32.2K +241 +8%
AAM
338
Advisors Asset Management
Colorado
$401K +$64.7K +484 +19%
Creative Planning
339
Creative Planning
Kansas
$398K +$8.96K +67 +2%
VT
340
Vise Technologies
New York
$395K +$51.9K +388 +15%
PFO
341
Pathstone Family Office
New Jersey
$389K -$510K -3,813 -57%
IAIM
342
Industrial Alliance Investment Management
Quebec, Canada
$389K +$389K +2,910 New
DWM
343
Dakota Wealth Management
Florida
$388K -$57.5K -430 -13%
BHWA
344
Beacon Harbor Wealth Advisors
Virginia
$378K +$76.2K +569 +25%
VAS
345
Vestmark Advisory Solutions
Massachusetts
$376K -$174K -1,301 -32%
AC
346
Avestar Capital
New York
$364K -$81.7K -611 -18%
PFS
347
Prospera Financial Services
Texas
$360K +$23.5K +176 +7%
API
348
Advisor Partners II
California
$360K +$30K +224 +9%
MG
349
Mather Group
Illinois
$356K
DT
350
Diversified Trust
Tennessee
$353K +$353K +2,636 New