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Ferguson

551 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+36
Holders Change %
+6.99%
% of All Funds
8.79%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.49%
New
80
Increased
221
Reduced
180
Closed
41
Calls
$63.4M
Puts
$32.4M
Net Calls
+$31M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
376
OneDigital Investment Advisors
Kansas
$543K +$1.65K +10 +0.3%
CCA
377
Checchi Capital Advisers
California
$538K -$2.14K -13 -0.4%
William Blair Investment Management
378
William Blair Investment Management
Illinois
$533K
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$524K -$4.11K -25 -0.8%
MWM
380
Mission Wealth Management
California
$518K -$18.3K -111 -3%
RJT
381
Raymond James Trust
Florida
$517K +$87.2K +530 +20%
AO
382
Advisor OS
Illinois
$505K +$80.3K +488 +19%
CA
383
Cetera Advisors
Colorado
$504K +$5.59K +34 +1%
MG
384
Mather Group
Illinois
$502K
FLC
385
Fifth Lane Capital
Texas
$502K +$502K +3,050 New
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$490K -$236K -1,436 -33%
CM
387
Capula Management
Cayman Islands
$480K +$207K +1,260 +76%
Parnassus Investments
388
Parnassus Investments
California
$472K +$472K +2,867 New
BHWA
389
Beacon Harbor Wealth Advisors
Virginia
$464K
HT
390
Headlands Technologies
Illinois
$463K +$463K +2,815 New
BIP
391
Blueprint Investment Partners
North Carolina
$460K -$41.8K -254 -8%
SIA
392
SkyView Investment Advisors
New Jersey
$459K +$19.4K +118 +4%
RFA
393
Resurgent Financial Advisors
Georgia
$457K +$25.8K +157 +6%
Balyasny Asset Management
394
Balyasny Asset Management
Illinois
$455K -$35.6M -216,647 -99%
GCM
395
Gladius Capital Management
Illinois
$454K +$59.7K +363 +15%
OC
396
Oppenheimer & Co
New York
$452K -$2.96K -18 -0.7%
STA
397
Summit Trail Advisors
New York
$438K +$93.4K +568 +27%
TWC
398
TD Waterhouse Canada
Ontario, Canada
$427K +$427K +2,612 New
KFP
399
KB Financial Partners
New Jersey
$419K -$494 -3 -0.1%
IA
400
Inspire Advisors
Idaho
$416K -$27K -164 -6%