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Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
351
Park Avenue Securities
New York
$1.34M -$345K -1,731 -22%
JF
352
Jump Financial
Illinois
$1.34M +$842K +4,227 +222%
RL
353
Retireful LLC
Michigan
$1.34M +$1.22M +6,127 New
RG
354
Rathbones Group
United Kingdom
$1.34M +$924K +4,638 +313%
KAS
355
Kestra Advisory Services
Texas
$1.32M +$807K +4,050 +202%
DADC
356
D.A. Davidson & Co
Montana
$1.3M +$7.17K +36 +0.6%
YCM
357
Yousif Capital Management
Michigan
$1.28M +$42K +211 +4%
US Bancorp
358
US Bancorp
Minnesota
$1.27M -$379K -1,901 -25%
BPWM
359
Badgley Phelps Wealth Managers
Washington
$1.27M -$8.37K -42 -0.7%
BIA
360
Beacon Investment Advisors
Maryland
$1.25M +$1.14M +5,718 New
Federated Hermes
361
Federated Hermes
Pennsylvania
$1.23M +$575K +2,887 +105%
PCS
362
Personal CFO Solutions
New Jersey
$1.2M +$91.5K +459 +9%
Lazard Asset Management
363
Lazard Asset Management
New York
$1.18M -$25.3K -127 -2%
CAN
364
Cetera Advisor Networks
California
$1.17M -$281K -1,409 -21%
TMAM
365
Tokio Marine Asset Management
Japan
$1.17M +$134K +671 +14%
FT
366
Fiduciary Trust
Massachusetts
$1.17M +$680K +3,411 +176%
NRD
367
Nebula Research & Development
New York
$1.15M +$1.05M +5,271 New
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
$1.14M +$820K +4,115 +371%
Creative Planning
369
Creative Planning
Kansas
$1.12M +$59.8K +300 +6%
RCM
370
Regency Capital Management
Hawaii
$1.05M +$64.8K +325 +7%
BWM
371
Buckley Wealth Management
Nevada
$1.04M -$32.1K -161 -3%
MAM
372
Mirabaud Asset Management
United Kingdom
$1.02M -$1.37M -6,898 -60%
CA
373
Cetera Advisors
Colorado
$1.01M +$301K +1,510 +49%
MIM
374
MetLife Investment Management
New Jersey
$970K +$2.19K +11 +0.2%
CP
375
Covenant Partners
Tennessee
$965K

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.