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Ferguson

650 hedge funds and large institutions have $35.7B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 240 increasing their positions, 253 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
68
Increased
240
Reduced
253
Closed
66
Calls
$44.9M
Puts
$38.9M
Net Calls
+$6.07M
Net Calls Change
-$54.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AO
426
Advisor OS
Illinois
$514K -$45.7K -236 -8%
Osaic Holdings
427
Osaic Holdings
Arizona
$505K +$81.9K +422 +19%
SW
428
Simplicity Wealth
New Jersey
$504K +$273K +1,412 +118%
CCA
429
Checchi Capital Advisers
California
$503K -$1.55K -8 -0.3%
VCA
430
Verdence Capital Advisors
Maryland
$502K +$180K +931 +56%
CB
431
Commerce Bank
Missouri
$497K +$497K +2,569 New
IPW
432
Impact Partnership Wealth
Georgia
$490K +$236K +1,216 +92%
HT
433
Headlands Technologies
Illinois
$490K +$490K +2,529 New
LSV Asset Management
434
LSV Asset Management
Illinois
$484K
BCG
435
BayBridge Capital Group
California
$479K +$19.2K +99 +4%
RWM
436
Ritholtz Wealth Management
New York
$474K -$3.1K -16 -0.6%
NAS
437
Nicolet Advisory Services
Wisconsin
$472K -$1.92K -10 -0.4%
EWA
438
EverSource Wealth Advisors
Alabama
$469K +$46.5K +209 +11%
DCM
439
DGS Capital Management
New Jersey
$468K +$9.49K +49 +2%
SFA
440
Sequoia Financial Advisors
Ohio
$468K +$18.4K +95 +4%
WA
441
Waverly Advisors
Alabama
$467K +$467K +2,412 New
Federated Hermes
442
Federated Hermes
Pennsylvania
$467K -$626K -3,233 -57%
YC
443
Yarbrough Capital
Tennessee
$452K
OWM
444
OneAscent Wealth Management
Alabama
$442K +$136K +700 +44%
MFIM
445
Mesirow Financial Investment Management
Illinois
$439K -$2.33K -12 -0.5%
HMCP
446
Hook Mill Capital Partners
New York
$432K
SP
447
Symmetry Partners
Connecticut
$426K
G
448
GenTrust
Florida
$425K +$425K +2,188 New
CT
449
Chicago Trust
Illinois
$418K -$51.1K -264 -11%
QI
450
Qtron Investments
Massachusetts
$414K