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Ferguson
FERG

655 hedge funds and large institutions have $35.8B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $38.9M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0% less funds holding

Funds holding: 658 → 655 (-3)

0.61% less ownership

Funds ownership: 81.4% → 80.79% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 254

17% less capital invested

Capital invested by funds: $43.3B → $35.8B (-$7.56B)

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
655
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
9.46%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
69
Increased
242
Reduced
254
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
Bank of New York Mellon
New York
+$1.04B
2
Artisan Partners
Artisan Partners
Wisconsin
+$221M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$167M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$71.5M
5
WIM
Waverton Investment Management
United Kingdom
+$64.6M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$251M
2
UBS AM
UBS AM
Illinois
-$193M
3
BlackRock
BlackRock
New York
-$163M
4
Invesco
Invesco
Georgia
-$131M
5
TFM
Trian Fund Management
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
401
Commonwealth Equity Services
Massachusetts
$686K -$35K -167 -5%
OIA
402
OneDigital Investment Advisors
Kansas
$686K +$37.1K +177 +5%
SOMRS
403
State of Michigan Retirement System
Michigan
$678K -$83.9K -400 -10%
MG
404
Mather Group
Illinois
$669K – – –
SEC
405
Seven Eight Capital
New York
$667K +$722K +3,444 New
CC
406
Chicago Capital
Illinois
$657K +$91K +434 +15%
AFCM
407
Applied Finance Capital Management
Puerto Rico
$651K +$705K +3,362 New
BOM
408
Bank of Marin
California
$650K -$3.15K -15 -0.4%
FA
409
FDx Advisors
Illinois
$647K -$4.2K -20 -0.6%
RFC
410
Regions Financial Corp
Alabama
$642K -$88.7K -423 -11%
DWM
411
Dakota Wealth Management
Florida
$641K -$6.71K -32 -1%
SIA
412
SkyView Investment Advisors
New Jersey
$631K +$3.15K +15 +0.5%
FRA
413
Frank Rimerman Advisors
California
$629K +$682K +3,250 New
GRP
414
Global Retirement Partners
California
$626K +$221K +1,055 +48%
OC
415
Oppenheimer & Co
New York
$625K +$17.8K +85 +3%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$620K +$19.3K +92 +3%
TC
417
TownSquare Capital
Utah
$620K +$111K +527 +20%
RJFSA
418
Raymond James Financial Services Advisors
Florida
$614K +$73.8K +352 +12%
MWM
419
Mission Wealth Management
California
$597K -$56.2K -268 -8%
AM
420
AGF Management
Ontario, Canada
$595K +$645K +3,074 New
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$577K -$158K -755 -20%
A
422
AustralianSuper
Australia
$559K +$605K +2,886 New
BHWA
423
Beacon Harbor Wealth Advisors
Virginia
$547K – – –
SFI
424
SPC Financial Inc
Maryland
$544K +$5.24K +25 +0.9%
SPA
425
Sherbrooke Park Advisers
New York
$540K +$585K +2,789 New
15 16
17
18 19

FERG Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2024, worth a combined $35.8B — down 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new FERG positions and 66 closed out — a net gain of 3 holders — while 242 added to existing stakes and 254 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.04B. The largest seller was Brown Advisory, cutting an estimated $251M.

  • 655 institutional investors held Ferguson (FERG) as of Q2 2024, down from 658 in Q1 2024.
  • Funds reported $35.8B of Ferguson stock for Q2 2024, down 17% quarter-over-quarter.
  • 69 funds opened new Ferguson positions in Q2 2024 and 66 closed out, a net change of +3 holders.
  • The largest Ferguson buyer in Q2 2024 was Bank of New York Mellon, an estimated $1.04B added.
  • The largest Ferguson seller in Q2 2024 was Brown Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2024.