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Ferguson

551 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+36
Holders Change %
+6.99%
% of All Funds
8.79%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.49%
New
80
Increased
221
Reduced
180
Closed
41
Calls
$63.4M
Puts
$32.4M
Net Calls
+$31M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
326
Lazard Asset Management
New York
$966K -$448K -2,728 -32%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$964K -$75.2K -457 -7%
ST
328
Sabal Trust
Florida
$963K +$963K +5,857 New
EF
329
Empowered Funds
Pennsylvania
$959K +$63.8K +388 +7%
MYAM
330
Meiji Yasuda Asset Management
Japan
$949K +$55.9K +340 +6%
CAN
331
Cetera Advisor Networks
California
$944K +$115K +698 +14%
Macquarie Group
332
Macquarie Group
Australia
$934K +$192K +1,170 +26%
Parallax Volatility Advisers
333
Parallax Volatility Advisers
California
$920K +$920K +5,591 New
DADC
334
D.A. Davidson & Co
Montana
$910K -$96.7K -588 -10%
YCM
335
Yousif Capital Management
Michigan
$909K +$3.95K +24 +0.4%
PFO
336
Pathstone Family Office
New Jersey
$871K +$188K +1,146 +28%
PCS
337
Personal CFO Solutions
New Jersey
$870K +$44.4K +270 +5%
RPI
338
Railway Pension Investments
United Kingdom
$839K
SWM
339
Spire Wealth Management
Virginia
$827K +$26K +158 +3%
LF
340
Lee Financial
Texas
$818K +$36K +219 +5%
AG
341
Ascent Group
Virginia
$816K +$816K +5,202 New
BWM
342
Buckley Wealth Management
Nevada
$813K -$234K -1,421 -22%
LFAS
343
Level Four Advisory Services
Texas
$812K -$600K -3,647 -42%
Capstone Investment Advisors
344
Capstone Investment Advisors
New York
$797K +$487K +2,964 +158%
MFS
345
Mirabella Financial Services
United Kingdom
$784K +$784K +4,768 New
MIM
346
MetLife Investment Management
New Jersey
$750K +$987 +6 +0.1%
CGIM
347
Cannon Global Investment Management
Florida
$740K -$197K -1,200 -21%
Grantham, Mayo, Van Otterloo & Co (GMO)
348
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$735K -$15.2M -92,172 -95%
RC
349
Roundview Capital
New Jersey
$732K
CP
350
Covenant Partners
Tennessee
$727K