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Ferguson

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
Name Holding Trade Value Shares
Change
Shares
Change %
LF
326
Lee Financial
Texas
$749K +$749K +4,757 New
CPSC
327
Carl P. Sherr & Co
Massachusetts
$729K +$729K +4,636 New
FMAEN1
328
Fund Management at Engine No 1
California
$720K +$391K +2,669 +119%
MIM
329
MetLife Investment Management
New Jersey
$716K +$716K +4,552 New
Macquarie Group
330
Macquarie Group
Australia
$709K -$150K -951 -17%
LWAM
331
Legacy Wealth Asset Management
Minnesota
$706K +$5.51K +35 +0.8%
RC
332
Roundview Capital
New Jersey
$701K +$701K +4,453 New
CP
333
Covenant Partners
Tennessee
$695K +$98K +623 +16%
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$694K -$1.5M -9,553 -68%
CGL
335
Clarius Group LLC
Washington
$689K +$343K +2,178 +99%
RP
336
Riverwater Partners
Wisconsin
$684K
BOM
337
Bank of Marin
California
$654K -$24.4K -155 -4%
PFO
338
Pathstone Family Office
New Jersey
$653K +$196K +1,243 +43%
BRWA
339
B. Riley Wealth Advisors
Florida
$635K +$4.42K +28 +0.7%
Mackenzie Financial
340
Mackenzie Financial
Ontario, Canada
$623K -$826K -5,251 -57%
Creative Planning
341
Creative Planning
Kansas
$620K +$152K +967 +33%
TMAM
342
Tokio Marine Asset Management
Japan
$612K +$5.82K +37 +1%
GT
343
Greenleaf Trust
Michigan
$609K
VT
344
Vise Technologies
New York
$603K +$138K +875 +30%
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$598K +$160K +1,016 +37%
First Trust Advisors
346
First Trust Advisors
Illinois
$582K +$49.6K +315 +9%
NAS
347
Nicolet Advisory Services
Wisconsin
$574K +$53.2K +351 +10%
DWM
348
Dakota Wealth Management
Florida
$572K +$115K +733 +25%
BL
349
Balentine LLC
Georgia
$563K +$21.7K +138 +4%
RW
350
RVW Wealth
California
$529K