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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 %
AC
401
Avestar Capital
New York
$412K -$3.13K -19 -0.8%
PF
402
Phoenix Financial
Israel
$411K +$411K +2,435 New
LSV Asset Management
403
LSV Asset Management
Illinois
$411K +$411K +2,500 New
Manulife (Manufacturers Life Insurance)
404
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$397K -$130K -774 -25%
Federated Hermes
405
Federated Hermes
Pennsylvania
$393K +$164 +1 +0%
KOCAA
406
Knights of Columbus Asset Advisors
Connecticut
$385K +$53.1K +323 +16%
YC
407
Yarbrough Capital
Tennessee
$384K +$384K +2,333 New
APWM
408
Argonautica Private Wealth Management
Massachusetts
$383K +$2.14K +13 +0.6%
AAM
409
Auxier Asset Management
Oregon
$378K
RWM
410
Ritholtz Wealth Management
New York
$378K +$329 +2 +0.1%
SFI
411
SPC Financial Inc
Maryland
$359K +$65.8K +400 +22%
SPWM
412
Spartan Planning & Wealth Management
North Carolina
$352K +$352K +2,140 New
SP
413
Symmetry Partners
Connecticut
$351K +$351K +2,132 New
AIM
414
Aigen Investment Management
New York
$350K -$6.64M -40,374 -95%
FSA
415
Franklin Street Advisors
North Carolina
$349K
SFA
416
Sequoia Financial Advisors
Ohio
$337K +$22K +134 +7%
VSQM
417
V-Square Quantitative Management
Illinois
$335K +$56.9K +346 +20%
BOSSRA
418
B.O.S.S. Retirement Advisors
Utah
$334K -$2.14K -13 -0.6%
IWC
419
Integrated Wealth Concepts
Massachusetts
$327K +$5.1K +31 +2%
CI Investments Inc
420
CI Investments Inc
Ontario, Canada
$323K +$229K +1,389 +242%
FAIM
421
Financial Advocates Investment Management
Washington
$320K +$11.2K +68 +4%
CT
422
Chicago Trust
Illinois
$316K +$316K +1,924 New
IPW
423
Impact Partnership Wealth
Georgia
$310K +$305K +1,855 +6,870%
CCM
424
Coldstream Capital Management
Washington
$309K -$3.95K -24 -1%
CF
425
Centaurus Financial
California
$308K +$308K +1,874 New