FERG icon

Ferguson

467 hedge funds and large institutions have $26.4B invested in Ferguson in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+34
Holders Change %
+7.85%
% of All Funds
7.47%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.58%
New
98
Increased
162
Reduced
154
Closed
57
Calls
$135M
Puts
$75M
Net Calls
+$59.8M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
426
Cullen/Frost Bankers
Texas
$17.9K +$17.9K +134 New
LC
427
Lindbrook Capital
California
$17.1K -$1.74K -13 -9%
TPCW
428
TD Private Client Wealth
New York
$17K -$59K -441 -78%
AWM
429
Avior Wealth Management
Nebraska
$14.6K
ETC
430
Exchange Traded Concepts
Oklahoma
$14.3K -$4.55K -34 -24%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$13.4K
TFM
432
TFC Financial Management
Massachusetts
$12.3K
ASN
433
Advisory Services Network
Georgia
$12K +$1.34K +10 +13%
BF
434
BOK Financial
Oklahoma
$12K +$12K +90 New
ECM
435
Engine Capital Management
New York
$10K -$3.2M -24,971 -100%
PTC
436
Private Trust Company
Ohio
$8.96K -$401 -3 -4%
QC
437
Quent Capital
New York
$7.89K
JWA
438
JFS Wealth Advisors
Pennsylvania
$6.96K
EBA
439
Eagle Bay Advisors
New York
$5.48K -$4.15K -31 -43%
HWA
440
HHM Wealth Advisors
Tennessee
$4.95K +$4.95K +37 New
SSC
441
Syverson Strege & Co
Iowa
$4.15K +$4.15K +31 New
CAL
442
Capital Advisors Ltd
Ohio
$4K
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$3.61K +$134 +1 +4%
MCM
444
Manchester Capital Management
Vermont
$3.48K
AF
445
Allworth Financial
California
$3.48K
AAS
446
Ameritas Advisory Services
Nebraska
$3.31K +$3.31K +24 New
BFPW
447
BOK Financial Private Wealth
Colorado
$2.81K +$2.81K +21 New
GWM
448
Guardian Wealth Management
Illinois
$2.68K +$2.68K +20 New
OC
449
Oakworth Capital
Alabama
$2.41K
SC
450
Schubert & Co
Texas
$2.27K