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Ferguson
FERG

Overview Fund Activity

515 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+48
Holders Change %
+10.28%
% of All Funds
8.12%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
190
Reduced
156
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M

Top Buyers

1
BlackRock
BlackRock
New York
$2B
2
Franklin Resources
Franklin Resources
California
$365M
3
State Street
State Street
Massachusetts
$592M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$156M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$450M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
SCA
Southpoint Capital Advisors
New York
$205M
3
NCMU
NAYA Capital Management (UK)
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
JFG
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
426
Verdence Capital Advisors
Maryland
$226K +$226K +1,434 New
WI
427
Wintrust Investments
Illinois
$225K +$225K +1,430 New
DCM
428
DGS Capital Management
New Jersey
$223K -$18.4K -117 -8%
EWA
429
EverSource Wealth Advisors
Alabama
$216K +$39.2K +249 +22%
PNC
430
Park National Corp
Ohio
$215K +$215K +1,366 New
PWM
431
Perigon Wealth Management
California
$215K +$215K +1,364 New
AIC
432
Archer Investment Corporation
Indiana
$213K +$213K +1,351 New
CFP
433
Curran Financial Partners
South Carolina
$212K +$212K +1,347 New
RG
434
Rathbones Group
United Kingdom
$208K +$208K +1,324 New
APC
435
Aspire Private Capital
North Carolina
$172K – – –
FMP
436
Financial Management Professionals
Texas
$172K +$172K +1,094 New
CMF
437
Counterpoint Mutual Funds
California
$128K +$128K +812 New
BWP
438
Baldwin Wealth Partners
Massachusetts
$126K +$1.42K +9 +1%
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$121K -$19.8K -126 -14%
IA
440
IFP Advisors
Florida
$120K -$14.3K -91 -11%
GRP
441
Global Retirement Partners
California
$98.4K – – –
CI Investments Inc
442
CI Investments Inc
Ontario, Canada
$90K +$90K +574 New
UB
443
UMB Bank
Missouri
$86.5K – – –
MHR
444
Matthew Hamilton Rosenberg
$84.2K – – –
AA
445
Alta Advisers
United Kingdom
$78.7K – – –
HCP
446
Hexagon Capital Partners
Arkansas
$72K +$8.5K +54 +13%
AAP
447
Arax Advisory Partners
Colorado
$70.4K +$3.93K +25 +6%
HNB
448
Huntington National Bank
Ohio
$52.2K +$52.2K +332 New
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$51.9K +$6.45K +41 +14%
WT
450
Whittier Trust
California
$50K -$295K -1,876 -86%
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18
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