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Ferguson
FERG

Overview Fund Activity

433 hedge funds and large institutions have $25.4B invested in Ferguson in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+95
Holders Change %
+28.11%
% of All Funds
6.99%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.63%
New
148
Increased
124
Reduced
127
Closed
47
Calls
$37.1M
Puts
$67.5M
Net Calls
-$30.5M
Net Calls Change
-$38M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.28B
2
BlackRock
2
BlackRock
New York
$1.03B
3
MGIM
3
M&G Investment Management
United Kingdom
$5.45B
4
Barclays
4
Barclays
United Kingdom
$456M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$235M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$835M
2
UBS Group
2
UBS Group
Switzerland
$43.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$306M
4
Millennium Management
4
Millennium Management
New York
$86.5M
5
HRCM
5
Hawk Ridge Capital Management
California
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
376
Janiczek Wealth Management
Colorado
$24K -$2.36K -17 -9%
SPIA
377
Steward Partners Investment Advisory
New York
$22.3K – – –
QL
378
Quarry LP
New York
$21.3K +$21.3K +168 New
CFO
379
CVA Family Office
Colorado
$20.2K – – –
SC
380
Seldon Capital
California
$19K – – –
RTL
381
Red Tortoise LLC
Georgia
$18.9K +$18.9K +149 New
FCA
382
FinTrust Capital Advisors
South Carolina
$18.5K +$15.5K +122 +508%
LC
383
Lindbrook Capital
California
$17.9K +$889 +7 +5%
ETC
384
Exchange Traded Concepts
Oklahoma
$17.9K +$17.9K +141 New
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$16.3K +$6.22K +49 +62%
AWM
386
Avior Wealth Management
Nebraska
$13.8K – – –
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$12.7K +$12.7K +100 New
PP
388
PrairieView Partners
Minnesota
$12K +$12K +100 New
TFM
389
TFC Financial Management
Massachusetts
$11.7K – – –
ASN
390
Advisory Services Network
Georgia
$10.2K +$10.2K +80 New
GRP
391
Global Retirement Partners
California
$10.1K +$1.01K +8 +11%
SWM
392
Spire Wealth Management
Virginia
$10K +$10K +82 New
EBA
393
Eagle Bay Advisors
New York
$9.14K – – –
PTC
394
Private Trust Company
Ohio
$9K +$9K +70 New
UB
395
UMB Bank
Missouri
$8K -$3.1K -24 -28%
QC
396
Quent Capital
New York
$7.49K +$5.71K +45 +321%
JWA
397
JFS Wealth Advisors
Pennsylvania
$6.6K +$3.94K +31 +148%
LF
398
Lee Financial
Texas
$6.35K – – –
IWP
399
IAG Wealth Partners
Wisconsin
$5.09K +$5.09K +40 New
ZIG
400
Zullo Investment Group
Pennsylvania
$4.95K – – –
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