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Ferguson
FERG

655 hedge funds and large institutions have $35.8B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $38.9M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0% less funds holding

Funds holding: 658 → 655 (-3)

0.61% less ownership

Funds ownership: 81.4% → 80.79% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 254

17% less capital invested

Capital invested by funds: $43.3B → $35.8B (-$7.56B)

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
655
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
9.46%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
69
Increased
242
Reduced
254
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
Bank of New York Mellon
New York
+$1.04B
2
Artisan Partners
Artisan Partners
Wisconsin
+$221M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$167M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$71.5M
5
WIM
Waverton Investment Management
United Kingdom
+$64.6M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$251M
2
UBS AM
UBS AM
Illinois
-$193M
3
BlackRock
BlackRock
New York
-$163M
4
Invesco
Invesco
Georgia
-$131M
5
TFM
Trian Fund Management
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
376
Buckley Wealth Management
Nevada
$915K -$2.94K -14 -0.3%
LIP
377
Lighthouse Investment Partners
Florida
$876K -$9.35M -44,566 -91%
TI
378
Tidal Investments
Wisconsin
$873K -$585K -2,789 -38%
ASN
379
Advisory Services Network
Georgia
$860K +$66.3K +316 +8%
CP
380
Covenant Partners
Tennessee
$856K – – –
MM
381
MQS Management
New York
$847K +$338K +1,613 +58%
CTA
382
Chesley Taft & Associates
Illinois
$847K +$918K +4,375 New
Fiera Capital (Canada)
383
Fiera Capital (Canada)
Quebec, Canada
$828K -$199K -950 -18%
VT
384
Vise Technologies
New York
$826K +$72.4K +345 +9%
MIM
385
MetLife Investment Management
New Jersey
$824K -$39.4K -188 -4%
DM
386
Deerfield Management
New York
$797K +$864K +4,118 New
UOTTAIMCU
387
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$777K – – –
LWAM
388
Legacy Wealth Asset Management
Minnesota
$776K +$109K +521 +15%
ANBT
389
American National Bank & Trust
Texas
$774K +$315K +1,503 +60%
TWC
390
TD Waterhouse Canada
Ontario, Canada
$772K +$278K +1,325 +48%
RP
391
Riverwater Partners
Wisconsin
$769K – – –
CCM
392
Coldstream Capital Management
Washington
$742K +$334K +1,593 +71%
Capstone Investment Advisors
393
Capstone Investment Advisors
New York
$738K -$957K -4,562 -54%
GT
394
Greenleaf Trust
Michigan
$730K – – –
Cerity Partners
395
Cerity Partners
New York
$710K -$785K -3,744 -51%
OFS
396
OneAscent Financial Services
Alabama
$698K +$214K +1,022 +40%
DF
397
Donoghue Forlines
Massachusetts
$695K +$82.4K +393 +12%
NYLIM
398
New York Life Investment Management
New York
$693K +$30.6K +146 +4%
S
399
SignatureFD
Georgia
$693K -$10.1K -48 -1%
PP
400
Prudential plc
United Kingdom
$692K – – –
14 15
16
17 18

FERG Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2024, worth a combined $35.8B — down 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new FERG positions and 66 closed out — a net gain of 3 holders — while 242 added to existing stakes and 254 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.04B. The largest seller was Brown Advisory, cutting an estimated $251M.

  • 655 institutional investors held Ferguson (FERG) as of Q2 2024, down from 658 in Q1 2024.
  • Funds reported $35.8B of Ferguson stock for Q2 2024, down 17% quarter-over-quarter.
  • 69 funds opened new Ferguson positions in Q2 2024 and 66 closed out, a net change of +3 holders.
  • The largest Ferguson buyer in Q2 2024 was Bank of New York Mellon, an estimated $1.04B added.
  • The largest Ferguson seller in Q2 2024 was Brown Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2024.