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Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
426
Clarius Group LLC
Washington
$550K -$49K -246 -9%
NAS
427
Nicolet Advisory Services
Wisconsin
$549K -$286K -1,435 -37%
LSV Asset Management
428
LSV Asset Management
Illinois
$546K
ANBT
429
American National Bank & Trust
Texas
$544K +$350K +1,757 +239%
RWM
430
Ritholtz Wealth Management
New York
$539K +$26.9K +135 +6%
CT
431
Chicago Trust
Illinois
$529K +$26.3K +132 +6%
DCM
432
DGS Capital Management
New Jersey
$517K +$214K +1,074 +83%
MFG
433
Merit Financial Group
Georgia
$515K +$473K +2,372 New
Walleye Capital
434
Walleye Capital
New York
$511K +$466K +2,339 New
YC
435
Yarbrough Capital
Tennessee
$510K
SFA
436
Sequoia Financial Advisors
Ohio
$507K +$20.1K +101 +5%
MFIM
437
Mesirow Financial Investment Management
Illinois
$498K +$5.18K +26 +1%
DCM
438
Driehaus Capital Management
Illinois
$497K
BCG
439
BayBridge Capital Group
California
$494K +$9.37K +47 +2%
CCM
440
Coldstream Capital Management
Washington
$489K +$50K +251 +13%
RFA
441
Resurgent Financial Advisors
Georgia
$489K -$97.8K -491 -18%
HMCP
442
Hook Mill Capital Partners
New York
$487K -$5.65M -28,344 -93%
DTL
443
Dynamic Technology Lab
Singapore
$487K -$311K -1,561 -41%
SP
444
Symmetry Partners
Connecticut
$480K +$438K +2,198 New
Osaic Holdings
445
Osaic Holdings
Arizona
$478K -$8.27M -41,487 -95%
GRP
446
Global Retirement Partners
California
$476K +$294K +1,476 +211%
GCM
447
Gladius Capital Management
Illinois
$473K -$149K -746 -26%
VFA
448
Values First Advisors
Tennessee
$473K +$174K +871 +67%
CI
449
Cigna Investments
Connecticut
$470K -$4.38K -22 -1%
QI
450
Qtron Investments
Massachusetts
$467K

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.