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Ferguson
FERG

Overview Fund Activity

433 hedge funds and large institutions have $25.4B invested in Ferguson in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+95
Holders Change %
+28.11%
% of All Funds
6.99%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.63%
New
148
Increased
124
Reduced
127
Closed
47
Calls
$37.1M
Puts
$67.5M
Net Calls
-$30.5M
Net Calls Change
-$38M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.28B
2
BlackRock
2
BlackRock
New York
$1.03B
3
MGIM
3
M&G Investment Management
United Kingdom
$5.45B
4
Barclays
4
Barclays
United Kingdom
$456M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$235M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$835M
2
UBS Group
2
UBS Group
Switzerland
$43.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$306M
4
Millennium Management
4
Millennium Management
New York
$86.5M
5
HRCM
5
Hawk Ridge Capital Management
California
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
351
Credential Qtrade Securities
$180K -$12.4K -98 -6%
EWA
352
EverSource Wealth Advisors
Alabama
$163K -$18.7K -147 -10%
BAM
353
Belpointe Asset Management
Nevada
$144K +$144K +1,131 New
TRCT
354
Tower Research Capital (TRC)
New York
$126K +$118K +930 +1,431%
HNB
355
Huntington National Bank
Ohio
$120K -$2.29K -18 -2%
HIA
356
Harbor Investment Advisory
Maryland
$116K – – –
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$113K +$108K +848 +2,120%
BWP
358
Baldwin Wealth Partners
Massachusetts
$101K -$34.4K -271 -25%
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$94K +$10.4K +83 +12%
IA
360
IFP Advisors
Florida
$88K +$3.29K +45 +4%
CS
361
Comerica Securities
Michigan
$78.4K +$78.4K +614 New
BTI
362
Blue Trust Inc
Georgia
$78K +$38.7K +376 +98%
TPCW
363
TD Private Client Wealth
New York
$72.1K -$8.51K -67 -11%
FCA
364
Fortis Capital Advisors
Kansas
$68.4K +$68.4K +539 New
MHR
365
Matthew Hamilton Rosenberg
$67.9K – – –
MYAM
366
Meiji Yasuda Asset Management
Japan
$60.6K +$60.6K +5,800 New
HCP
367
Hexagon Capital Partners
Arkansas
$53.8K -$5.71K -45 -10%
AAP
368
Arax Advisory Partners
Colorado
$51.7K -$3.17K -25 -6%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$49K +$7.68K +60 +19%
RFA
370
Resurgent Financial Advisors
Georgia
$47.4K +$47.4K +373 New
CCA
371
Column Capital Advisors
Indiana
$42.3K +$26.2K +206 +162%
CA
372
Crewe Advisors
Utah
$37.7K – – –
Dimensional Fund Advisors
373
Dimensional Fund Advisors
Texas
$34.7K +$6.15K +48,399 +22%
CFGS
374
Concourse Financial Group Securities
Alabama
$34.5K +$34.5K +270 New
FHA
375
First Horizon Advisors
Tennessee
$25.5K -$508 -4 -2%
13 14
15
16 17