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Ferguson
FERG

655 hedge funds and large institutions have $35.8B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $38.9M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0% less funds holding

Funds holding: 658 → 655 (-3)

0.61% less ownership

Funds ownership: 81.4% → 80.79% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 254

17% less capital invested

Capital invested by funds: $43.3B → $35.8B (-$7.56B)

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
655
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
9.46%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
69
Increased
242
Reduced
254
Closed
66
Calls
$44.9M
Puts
$38.9M
Net Calls
+$6.07M
Net Calls Change
-$54.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.04B
2
Artisan Partners
Artisan Partners
Wisconsin
+$221M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$167M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$71.5M
5
WIM
Waverton Investment Management
United Kingdom
+$64.6M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$251M
2
UBS AM
UBS AM
Illinois
-$193M
3
BlackRock
BlackRock
New York
-$163M
4
Invesco
Invesco
Georgia
-$131M
5
TFM
Trian Fund Management
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
351
Orion Portfolio Solutions
Nebraska
$1.26M -$586K -2,793 -30%
COI
352
Connable Office Inc
Michigan
$1.26M -$75.9K -362 -5%
AAM
353
Azzad Asset Management
Virginia
$1.24M +$4.82K +23 +0.4%
MYAM
354
Meiji Yasuda Asset Management
Japan
$1.23M -$18.9K -90 -1%
RC
355
Roundview Capital
New Jersey
$1.21M +$9.44K +45 +0.7%
PAS
356
Park Avenue Securities
New York
$1.21M +$21K +100 +2%
AAS
357
Avantax Advisory Services
Texas
$1.18M +$1.28M +6,093 New
Verition Fund Management
358
Verition Fund Management
Connecticut
$1.17M -$353K -1,683 -22%
DADC
359
D.A. Davidson & Co
Montana
$1.14M -$15.3K -73 -1%
LF
360
Lee Financial
Texas
$1.14M -$77.4K -369 -6%
BIA
361
Beacon Investment Advisors
Maryland
$1.13M +$22K +105 +2%
BPWM
362
Badgley Phelps Wealth Managers
Washington
$1.12M -$7.76K -37 -0.6%
US Bancorp
363
US Bancorp
Minnesota
$1.11M -$17K -81 -1%
KIA
364
Knollwood Investment Advisory
Maryland
$1.09M +$808K +3,852 +214%
FT
365
Fiduciary Trust
Massachusetts
$1.07M +$41.9K +200 +4%
YCM
366
Yousif Capital Management
Michigan
$1.07M -$66.7K -318 -5%
PCS
367
Personal CFO Solutions
New Jersey
$1.07M +$6.5K +31 +0.6%
TMAM
368
Tokio Marine Asset Management
Japan
$1.07M +$33.8K +161 +3%
Manulife (Manufacturers Life Insurance)
369
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M +$202K +964 +22%
BCM
370
Bayesian Capital Management
New York
$1M -$2.14M -10,200 -66%
RCM
371
Regency Capital Management
Hawaii
$1M +$71.1K +339 +7%
Calamos Advisors
372
Calamos Advisors
Illinois
$987K -$380K -1,814 -26%
SA
373
Sanctuary Advisors
Indiana
$976K +$959K +4,573 New
Creative Planning
374
Creative Planning
Kansas
$925K -$76.8K -366 -7%
BAM
375
Blueshift Asset Management
New Jersey
$924K +$1M +4,773 New
13 14
15
16 17

FERG Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2024, worth a combined $35.8B — down 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new FERG positions and 66 closed out — a net gain of 3 holders — while 242 added to existing stakes and 254 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.04B. The largest seller was Brown Advisory, cutting an estimated $251M.

  • 655 institutional investors held Ferguson (FERG) as of Q2 2024, down from 658 in Q1 2024.
  • Funds reported $35.8B of Ferguson stock for Q2 2024, down 17% quarter-over-quarter.
  • 69 funds opened new Ferguson positions in Q2 2024 and 66 closed out, a net change of +3 holders.
  • The largest Ferguson buyer in Q2 2024 was Bank of New York Mellon, an estimated $1.04B added.
  • The largest Ferguson seller in Q2 2024 was Brown Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2024.