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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 %
LOAMU
351
Lombard Odier Asset Management (USA)
New York
$352K +$352K +2,635 New
Corient Private Wealth
352
Corient Private Wealth
Florida
$351K +$351K +2,622 New
SIA
353
SkyView Investment Advisors
New Jersey
$344K +$8.3K +62 +2%
Prudential Financial
354
Prudential Financial
New Jersey
$342K +$342K +3,153 New
KFP
355
KB Financial Partners
New Jersey
$333K -$670 -5 -0.2%
WC
356
Weil Company
California
$323K +$93.6K +700 +41%
RWM
357
Ritholtz Wealth Management
New York
$320K -$29.2K -218 -8%
GIA
358
GHP Investment Advisors
Colorado
$317K +$317K +2,370 New
RC
359
RBF Capital
California
$316K
CGL
360
Clarius Group LLC
Washington
$301K -$28.7K -210 -9%
FMAEN1
361
Fund Management at Engine No 1
California
$301K +$301K +2,247 New
PTC
362
Petrus Trust Company
Texas
$297K +$297K +2,224 New
SOW
363
State of Wyoming
Wyoming
$297K -$33.4K -250 -10%
WT
364
Whittier Trust
California
$293K +$62.2K +465 +27%
IA
365
Inspire Advisors
Idaho
$288K +$10.4K +78 +4%
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$286K -$401 -3 -0.1%
FSA
367
Franklin Street Advisors
North Carolina
$284K
SFA
368
Sequoia Financial Advisors
Ohio
$280K -$44.5K -333 -14%
KOCAA
369
Knights of Columbus Asset Advisors
Connecticut
$276K +$276K +2,063 New
STA
370
Summit Trail Advisors
New York
$274K
FMLI
371
Fukoku Mutual Life Insurance
Japan
$267K
S
372
SignatureFD
Georgia
$265K -$6.96K -52 -3%
FCH
373
Freestone Capital Holdings
Washington
$257K +$1.2K +9 +0.5%
FDCDDQ
374
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K +$250K +1,873 +6,689%
BWP
375
BSW Wealth Partners
Colorado
$253K +$253K +1,892 New