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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 %
BAM
401
Belpointe Asset Management
Nevada
$113K -$38.1K -285 -25%
BWP
402
Baldwin Wealth Partners
Massachusetts
$106K -$803 -6 -0.8%
BTI
403
Blue Trust Inc
Georgia
$94K -$1.9K -15 -2%
GRP
404
Global Retirement Partners
California
$87.2K +$76K +545 +681%
UB
405
UMB Bank
Missouri
$73.6K +$65.3K +488 +787%
MHR
406
Matthew Hamilton Rosenberg
$71.6K
AA
407
Alta Advisers
United Kingdom
$66.9K +$66.9K +500 New
FCA
408
Fortis Capital Advisors
Kansas
$62.6K -$9.5K -71 -13%
IA
409
IFP Advisors
Florida
$60K -$24.9K -353 -29%
AAP
410
Arax Advisory Partners
Colorado
$56.6K +$2.01K +15 +4%
HCP
411
Hexagon Capital Partners
Arkansas
$54K -$2.68K -20 -5%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$49K -$2.42K -18 -5%
CFGS
413
Concourse Financial Group Securities
Alabama
$40.7K +$4.44K +33 +12%
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$38.7K +$21.5K +161 +126%
MIA
415
Milestone Investment Advisors
Wisconsin
$38K +$38K +284 New
FHA
416
First Horizon Advisors
Tennessee
$33.2K +$6.29K +47 +23%
HWA
417
Heritage Wealth Advisors
Virginia
$32.5K +$32.5K +243 New
ZB
418
Zions Bancorporation
Utah
$31.8K -$209K -1,563 -87%
SC
419
SouthState Corp
Florida
$29.6K +$29.6K +221 New
CCA
420
Column Capital Advisors
Indiana
$27.6K -$17K -127 -38%
SPIA
421
Steward Partners Investment Advisory
New York
$23.5K
CA
422
Crewe Advisors
Utah
$23.4K -$16.3K -122 -41%
JWM
423
Janiczek Wealth Management
Colorado
$22.4K
CFO
424
CVA Family Office
Colorado
$21.3K
FCA
425
FinTrust Capital Advisors
South Carolina
$18.5K