Ferguson
FERG
627 hedge funds and large institutions have $39.9B invested in Ferguson in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 244 increasing their positions, 200 reducing their positions, and 41 closing their positions.
198% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 41
69% more call options, than puts
Call options by funds: $90.4M | Put options by funds: $53.4M
22% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 200
19% more capital invested
Capital invested by funds: $33.5B → $39.9B (+$6.42B)
13% more funds holding
Funds holding: 554 → 627 (+73)
2.57% more ownership
Funds ownership: 78.65% → 81.22% (+2.6%)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$153M |
| 2 |
Man Group
London,
United Kingdom
|
+$128M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$124M |
| 4 |
CCM
Cantillon Capital Management
New York
|
+$117M |
| 5 |
Morgan Stanley
New York
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$207M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$124M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$112M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$103M |
| 5 |
Amundi
Paris,
France
|
-$81.3M |
FERG Hedge Fund Activity: Q4 2023 in Review
627 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2023, worth a combined $39.9B — up 19% from $33.5B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new FERG positions and 41 closed out — a net gain of 81 holders — while 244 added to existing stakes and 200 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $153M. The largest seller was Trian Fund Management, cutting an estimated $207M.
- 627 institutional investors held Ferguson (FERG) as of Q4 2023, up from 554 in Q3 2023.
- Funds reported $39.9B of Ferguson stock for Q4 2023, up 19% quarter-over-quarter.
- 122 funds opened new Ferguson positions in Q4 2023 and 41 closed out, a net change of +81 holders.
- The largest Ferguson buyer in Q4 2023 was Millennium Management, an estimated $153M added.
- The largest Ferguson seller in Q4 2023 was Trian Fund Management, an estimated $207M sold.
Based on aggregated 13F filings for Q4 2023.