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Ferguson
FERG

Overview Fund Activity

515 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+48
Holders Change %
+10.28%
% of All Funds
8.12%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
190
Reduced
156
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$727M
2
Franklin Resources
Franklin Resources
California
+$365M
3
State Street
State Street
Massachusetts
+$284M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$156M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$152M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$148M
2
SCA
Southpoint Capital Advisors
New York
-$126M
3
NCMU
NAYA Capital Management (UK)
United Kingdom
-$105M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
5
JFG
Jefferies Financial Group
New York
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
376
Advisor OS
Illinois
$406K +$154K +982 +61%
KFP
377
KB Financial Partners
New Jersey
$401K +$9.76K +62 +2%
AC
378
Avestar Capital
New York
$397K -$31.5K -200 -7%
VIA
379
Vident Investment Advisory
Georgia
$393K +$150K +958 +61%
GCM
380
Gladius Capital Management
Illinois
$377K +$377K +2,396 New
Federated Hermes
381
Federated Hermes
Pennsylvania
$376K +$376K +2,388 New
Cetera Investment Advisers
382
Cetera Investment Advisers
Illinois
$368K +$31.6K +201 +9%
APWM
383
Argonautica Private Wealth Management
Massachusetts
$365K +$81.3K +517 +29%
DTL
384
Dynamic Technology Lab
Singapore
$364K -$1.73M -10,993 -83%
AAM
385
Auxier Asset Management
Oregon
$362K +$362K +2,300 New
RWM
386
Ritholtz Wealth Management
New York
$361K -$16.2K -103 -4%
FSA
387
Franklin Street Advisors
North Carolina
$334K – – –
STA
388
Summit Trail Advisors
New York
$329K +$8.34K +53 +3%
AT
389
American Trust
Kentucky
$328K +$67.2K +427 +26%
BOSSRA
390
B.O.S.S. Retirement Advisors
Utah
$322K +$64.5K +410 +25%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$318K +$139K +881 +77%
KOCAA
392
Knights of Columbus Asset Advisors
Connecticut
$317K -$7.55K -48 -2%
PIP
393
Peachtree Investment Partners
Florida
$315K +$315K +2,000 New
IWC
394
Integrated Wealth Concepts
Massachusetts
$308K +$308K +1,956 New
AIG
395
American International Group
New York
$306K +$306K +1,947 New
FCH
396
Freestone Capital Holdings
Washington
$301K -$1.42K -9 -0.5%
SFA
397
Sequoia Financial Advisors
Ohio
$301K -$29.1K -185 -9%
CCM
398
Coldstream Capital Management
Washington
$300K +$50.5K +321 +20%
S
399
SignatureFD
Georgia
$298K -$13.8K -88 -4%
Capstone Investment Advisors
400
Capstone Investment Advisors
New York
$296K +$296K +1,881 New
14 15
16
17 18