FERG icon

Ferguson

467 hedge funds and large institutions have $26.4B invested in Ferguson in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+34
Holders Change %
+7.85%
% of All Funds
7.47%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.58%
New
98
Increased
162
Reduced
154
Closed
57
Calls
$135M
Puts
$75M
Net Calls
+$59.8M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HS
376
HighVista Strategies
Massachusetts
$246K +$246K +1,840 New
APWM
377
Argonautica Private Wealth Management
Massachusetts
$241K -$39.9K -298 -14%
CRI
378
Colonial River Investments
Virginia
$240K -$12.3K -92 -5%
CT
379
Colonial Trust
South Carolina
$238K +$234K +1,779 +6,354%
SCA
380
Scott Capital Advisors
Oregon
$236K
RJT
381
Raymond James Trust
Florida
$229K +$1.07K +8 +0.5%
LA
382
Legacy Advisors
Pennsylvania
$224K +$224K +1,702 New
QCG
383
Quadrant Capital Group
Ohio
$224K -$8.83K -66 -4%
AT
384
American Trust
Kentucky
$222K -$30.1K -225 -12%
BOSSRA
385
B.O.S.S. Retirement Advisors
Utah
$219K +$219K +1,635 New
AO
386
Advisor OS
Illinois
$214K -$3.61K -27 -2%
CC
387
Centiva Capital
New York
$214K +$214K +1,598 New
CCM
388
Coldstream Capital Management
Washington
$212K -$10K -75 -5%
VIA
389
Vident Investment Advisory
Georgia
$209K +$209K +1,562 New
FAIM
390
Financial Advocates Investment Management
Washington
$208K -$9.63K -72 -4%
DCM
391
DGS Capital Management
New Jersey
$205K -$18.6K -139 -8%
BIP
392
Blueprint Investment Partners
North Carolina
$205K +$205K +1,531 New
BMCM
393
Bryn Mawr Capital Management
Pennsylvania
$204K -$11.8K -88 -5%
PA
394
Parallel Advisors
California
$204K +$6.55K +49 +3%
PWPS
395
Pinnacle Wealth Planning Services
Ohio
$202K +$202K +1,510 New
CWR
396
Chico Wealth RIA
California
$200K +$200K +1,499 New
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$153K +$33.8K +253 +28%
EWA
398
EverSource Wealth Advisors
Alabama
$150K -$21K -157 -12%
APC
399
Aspire Private Capital
North Carolina
$146K +$146K +1,095 New
National Bank of Canada
400
National Bank of Canada
Quebec, Canada
$117K -$8.74M -66,868 -99%