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Ferguson
FERG

Overview Fund Activity

551 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+36
Holders Change %
+6.99%
% of All Funds
8.79%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.49%
New
80
Increased
221
Reduced
180
Closed
41
Calls
$63.4M
Puts
$32.4M
Net Calls
+$31M
Net Calls Change
+$22.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$269M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$155M
3
BBA
Baader Bank Aktiengesellschaft
Germany
$88.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$82.8M
5
UBS AM
UBS AM
Illinois
$176M

Top Sellers

1
PL
Perpetual Ltd
Australia
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
MGIM
M&G Investment Management
United Kingdom
$7.05B
4
Barclays
Barclays
United Kingdom
$113M
5
SCA
Southpoint Capital Advisors
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
426
American International Group
New York
$303K -$17.4K -106 -5%
PA
427
Parallel Advisors
California
$302K +$15.1K +92 +5%
CI
428
Cigna Investments
Connecticut
$299K – – –
TRCT
429
Tower Research Capital (TRC)
New York
$296K +$251K +1,529 +566%
KAS
430
Kestra Advisory Services
Texas
$295K +$47.9K +291 +19%
BP
431
BBR Partners
New York
$295K +$295K +1,793 New
AT
432
American Trust
Kentucky
$295K -$48.5K -295 -14%
FCH
433
Freestone Capital Holdings
Washington
$295K -$20.2K -123 -6%
SCA
434
Scott Capital Advisors
Oregon
$290K – – –
TPW
435
Transatlantique Private Wealth
New York
$286K +$286K +1,737 New
CRI
436
Colonial River Investments
Virginia
$284K -$7.57K -46 -3%
LA
437
Legacy Advisors
Pennsylvania
$282K – – –
CT
438
Colonial Trust
South Carolina
$277K – – –
WI
439
Wintrust Investments
Illinois
$276K +$40.5K +246 +17%
Fiera Capital (Canada)
440
Fiera Capital (Canada)
Quebec, Canada
$276K +$276K +1,677 New
RG
441
Rathbones Group
United Kingdom
$276K +$57.9K +352 +27%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K +$7.4K +45 +3%
RFC
443
Regions Financial Corp
Alabama
$273K -$20.1K -122 -7%
CGL
444
Clarius Group LLC
Washington
$273K -$448K -2,722 -62%
VCA
445
Verdence Capital Advisors
Maryland
$273K +$36.7K +223 +16%
QCG
446
Quadrant Capital Group
Ohio
$271K +$8.88K +54 +3%
Cambridge Investment Research Advisors
447
Cambridge Investment Research Advisors
Iowa
$271K +$24.5K +149 +10%
PWPS
448
Pinnacle Wealth Planning Services
Ohio
$270K +$13.5K +82 +5%
DCM
449
Driehaus Capital Management
Illinois
$270K -$243K -1,475 -47%
Nisa Investment Advisors
450
Nisa Investment Advisors
Missouri
$263K +$263K +1,600 New
16 17
18
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