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Ferguson
FERG

Overview Fund Activity

650 hedge funds and large institutions have $35.7B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 240 increasing their positions, 253 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
68
Increased
240
Reduced
253
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
1
Bank of New York Mellon
New York
$1.22B
2
Artisan Partners
2
Artisan Partners
Wisconsin
$212M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$324M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$66M
5
WIM
5
Waverton Investment Management
United Kingdom
$157M

Top Sellers

1
MGP
1
M&G plc
United Kingdom
$4.3B
2
Brown Advisory
2
Brown Advisory
Maryland
$219M
3
UBS AM
3
UBS AM
Illinois
$54.2M
4
BlackRock
4
BlackRock
New York
$2.34B
5
Invesco
5
Invesco
Georgia
$818M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
351
Roundview Capital
New Jersey
$1.21M +$8.71K +45 +0.7%
PAS
352
Park Avenue Securities
New York
$1.21M +$19.4K +100 +2%
AAS
353
Avantax Advisory Services
Texas
$1.18M +$1.18M +6,093 New
Verition Fund Management
354
Verition Fund Management
Connecticut
$1.17M -$326K -1,683 -22%
DADC
355
D.A. Davidson & Co
Montana
$1.14M -$14.1K -73 -1%
LF
356
Lee Financial
Texas
$1.14M -$71.5K -369 -6%
BIA
357
Beacon Investment Advisors
Maryland
$1.13M +$20.3K +105 +2%
BPWM
358
Badgley Phelps Wealth Managers
Washington
$1.12M -$7.19K -37 -0.6%
US Bancorp
359
US Bancorp
Minnesota
$1.11M -$15.7K -81 -1%
KIA
360
Knollwood Investment Advisory
Maryland
$1.09M +$746K +3,852 +214%
FT
361
Fiduciary Trust
Massachusetts
$1.07M +$38.7K +200 +4%
YCM
362
Yousif Capital Management
Michigan
$1.07M -$61.6K -318 -5%
PCS
363
Personal CFO Solutions
New Jersey
$1.07M +$6K +31 +0.6%
TMAM
364
Tokio Marine Asset Management
Japan
$1.07M +$31.2K +161 +3%
Manulife (Manufacturers Life Insurance)
365
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M +$187K +964 +22%
BCM
366
Bayesian Capital Management
New York
$1M -$1.98M -10,200 -66%
RCM
367
Regency Capital Management
Hawaii
$1M +$65.6K +339 +7%
Calamos Advisors
368
Calamos Advisors
Illinois
$987K -$351K -1,814 -26%
SA
369
Sanctuary Advisors
Indiana
$976K +$976K +4,573 New
Creative Planning
370
Creative Planning
Kansas
$925K -$70.9K -366 -7%
BAM
371
Blueshift Asset Management
New Jersey
$924K +$924K +4,773 New
BWM
372
Buckley Wealth Management
Nevada
$915K -$2.71K -14 -0.3%
LIP
373
Lighthouse Investment Partners
Florida
$876K -$8.63M -44,566 -91%
TI
374
Tidal Investments
Wisconsin
$873K -$540K -2,789 -38%
ASN
375
Advisory Services Network
Georgia
$860K +$61.2K +316 +8%
13 14
15
16 17