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Ferguson
FERG

Overview Fund Activity

650 hedge funds and large institutions have $35.7B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 240 increasing their positions, 253 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
68
Increased
240
Reduced
253
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
1
Bank of New York Mellon
New York
$1.22B
2
Artisan Partners
2
Artisan Partners
Wisconsin
$212M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$324M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$66M
5
WIM
5
Waverton Investment Management
United Kingdom
$157M

Top Sellers

1
MGP
1
M&G plc
United Kingdom
$4.3B
2
Brown Advisory
2
Brown Advisory
Maryland
$219M
3
UBS AM
3
UBS AM
Illinois
$54.2M
4
BlackRock
4
BlackRock
New York
$2.34B
5
Invesco
5
Invesco
Georgia
$818M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
401
Seven Eight Capital
New York
$667K +$667K +3,444 New
CC
402
Chicago Capital
Illinois
$657K +$84K +434 +15%
AFCM
403
Applied Finance Capital Management
Puerto Rico
$651K +$651K +3,362 New
BOM
404
Bank of Marin
California
$650K -$2.91K -15 -0.4%
FA
405
FDx Advisors
Illinois
$647K -$3.87K -20 -0.6%
RFC
406
Regions Financial Corp
Alabama
$642K -$81.9K -423 -11%
DWM
407
Dakota Wealth Management
Florida
$641K -$6.2K -32 -1%
SIA
408
SkyView Investment Advisors
New Jersey
$631K +$2.9K +15 +0.5%
FRA
409
Frank Rimerman Advisors
California
$629K +$629K +3,250 New
GRP
410
Global Retirement Partners
California
$626K +$204K +1,055 +48%
OC
411
Oppenheimer & Co
New York
$625K +$16.5K +85 +3%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$620K +$17.8K +92 +3%
TC
413
TownSquare Capital
Utah
$620K +$102K +527 +20%
RJFSA
414
Raymond James Financial Services Advisors
Florida
$614K +$68.2K +352 +12%
MWM
415
Mission Wealth Management
California
$597K -$51.9K -268 -8%
AM
416
AGF Management
Ontario, Canada
$595K +$595K +3,074 New
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$577K -$146K -755 -20%
A
418
AustralianSuper
Australia
$559K +$559K +2,886 New
BHWA
419
Beacon Harbor Wealth Advisors
Virginia
$547K – – –
SFI
420
SPC Financial Inc
Maryland
$544K +$4.84K +25 +0.9%
SPA
421
Sherbrooke Park Advisers
New York
$540K +$540K +2,789 New
KIM
422
Kestra Investment Management
Texas
$536K +$536K +2,767 New
VSQM
423
V-Square Quantitative Management
Illinois
$533K -$65.6K -339 -11%
PS
424
Principal Securities
Iowa
$522K +$23.8K +123 +5%
IA
425
Inspire Advisors
Idaho
$515K -$95.9K -495 -16%
15 16
17
18 19