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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
$2B
2
Franklin Resources
Franklin Resources
California
$365M
3
State Street
State Street
Massachusetts
$592M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$156M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$450M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
SCA
Southpoint Capital Advisors
New York
$205M
3
NCMU
NAYA Capital Management (UK)
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
JFG
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
401
Financial Advocates Investment Management
Washington
$295K +$50.2K +319 +21%
BWP
402
BSW Wealth Partners
Colorado
$287K -$10.7K -68 -4%
CI
403
Cigna Investments
Connecticut
$286K +$286K +1,818 New
RJFSA
404
Raymond James Financial Services Advisors
Florida
$283K +$283K +1,796 New
CT
405
Colonial Trust
South Carolina
$282K – – –
SFI
406
SPC Financial Inc
Maryland
$281K +$281K +1,785 New
RFC
407
Regions Financial Corp
Alabama
$280K +$280K +1,783 New
CRI
408
Colonial River Investments
Virginia
$278K -$4.41K -28 -2%
SCA
409
Scott Capital Advisors
Oregon
$277K – – –
PA
410
Parallel Advisors
California
$275K +$34.6K +220 +14%
SOW
411
State of Wyoming
Wyoming
$272K -$77.7K -494 -22%
LA
412
Legacy Advisors
Pennsylvania
$269K – – –
APA
413
Astoria Portfolio Advisors
New York
$268K +$268K +1,654 New
VSQM
414
V-Square Quantitative Management
Illinois
$266K +$266K +1,690 New
CM
415
Capula Management
Cayman Islands
$261K +$261K +1,660 New
XT
416
XTX Topco
Cayman Islands
$261K -$1.22M -7,777 -82%
FRM
417
Fox Run Management
Connecticut
$256K +$256K +1,628 New
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$255K -$43.9K -279 -15%
QCG
419
Quadrant Capital Group
Ohio
$251K -$11.8K -75 -4%
FMLI
420
Fukoku Mutual Life Insurance
Japan
$246K -$68.6K -436 -22%
PWPS
421
Pinnacle Wealth Planning Services
Ohio
$246K +$8.18K +52 +3%
KAS
422
Kestra Advisory Services
Texas
$236K +$236K +1,503 New
CWR
423
Chico Wealth RIA
California
$236K – – –
Cambridge Investment Research Advisors
424
Cambridge Investment Research Advisors
Iowa
$235K +$235K +1,496 New
BMCM
425
Bryn Mawr Capital Management
Pennsylvania
$228K -$11.6K -74 -5%
15 16
17
18 19