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Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Mission Wealth Management
California
$732K -$10.6K -53 -2%
DWM
402
Dakota Wealth Management
Florida
$730K -$57.8K -290 -8%
MC
403
Machina Capital
France
$712K -$525K -2,637 -45%
SIA
404
SkyView Investment Advisors
New Jersey
$709K +$647K +3,245 New
DF
405
Donoghue Forlines
Massachusetts
$699K -$2.4M -12,061 -79%
IA
406
Inspire Advisors
Idaho
$689K +$8.97K +45 +1%
OC
407
Oppenheimer & Co
New York
$686K +$11.4K +57 +2%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$680K -$15.7K -79 -2%
VSQM
409
V-Square Quantitative Management
Illinois
$675K -$89.7K -450 -13%
BRWA
410
B. Riley Wealth Advisors
Florida
$652K +$197K +989 +33%
VIM
411
Vinva Investment Management
Australia
$651K -$3.47M -17,429 -85%
CC
412
Chicago Capital
Illinois
$646K +$589K +2,957 New
AO
413
Advisor OS
Illinois
$631K +$2.19K +11 +0.4%
BHWA
414
Beacon Harbor Wealth Advisors
Virginia
$617K
RJFSA
415
Raymond James Financial Services Advisors
Florida
$616K +$93.2K +468 +20%
SFI
416
SPC Financial Inc
Maryland
$608K +$49.8K +250 +10%
MM
417
MQS Management
New York
$603K +$550K +2,762 New
TWC
418
TD Waterhouse Canada
Ontario, Canada
$595K +$32.7K +164 +6%
MG
419
Mather Group
Illinois
$591K +$199 +1 +0%
TC
420
TownSquare Capital
Utah
$584K -$9.37K -47 -2%
CCA
421
Checchi Capital Advisers
California
$570K -$127K -637 -20%
OFS
422
OneAscent Financial Services
Alabama
$565K +$9.76K +49 +2%
PS
423
Principal Securities
Iowa
$562K -$406K -2,040 -44%
WC
424
Weil Company
California
$560K -$351K -1,763 -41%
Simplex Trading
425
Simplex Trading
Illinois
$555K -$2.37M -11,908 -82%

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.