We are live on ! Find out more
FERG icon

Ferguson
FERG

655 hedge funds and large institutions have $35.8B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $38.9M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0% less funds holding

Funds holding: 658 → 655 (-3)

0.61% less ownership

Funds ownership: 81.4% → 80.79% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 254

17% less capital invested

Capital invested by funds: $43.3B → $35.8B (-$7.56B)

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
655
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
9.46%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
69
Increased
242
Reduced
254
Closed
66
Calls
$44.9M
Puts
$38.9M
Net Calls
+$6.07M
Net Calls Change
-$54.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.04B
2
Artisan Partners
Artisan Partners
Wisconsin
+$221M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$167M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$71.5M
5
WIM
Waverton Investment Management
United Kingdom
+$64.6M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$251M
2
UBS AM
UBS AM
Illinois
-$193M
3
BlackRock
BlackRock
New York
-$163M
4
Invesco
Invesco
Georgia
-$131M
5
TFM
Trian Fund Management
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
426
Kestra Investment Management
Texas
$536K +$580K +2,767 New
VSQM
427
V-Square Quantitative Management
Illinois
$533K -$71.1K -339 -11%
PS
428
Principal Securities
Iowa
$522K +$25.8K +123 +5%
IA
429
Inspire Advisors
Idaho
$515K -$104K -495 -16%
AO
430
Advisor OS
Illinois
$514K -$49.5K -236 -8%
Osaic Holdings
431
Osaic Holdings
Arizona
$505K +$88.5K +422 +19%
SW
432
Simplicity Wealth
New Jersey
$504K +$296K +1,412 +118%
CCA
433
Checchi Capital Advisers
California
$503K -$1.68K -8 -0.3%
VCA
434
Verdence Capital Advisors
Maryland
$502K +$195K +931 +56%
CB
435
Commerce Bank
Missouri
$497K +$539K +2,569 New
IPW
436
Impact Partnership Wealth
Georgia
$490K +$255K +1,216 +92%
HT
437
Headlands Technologies
Illinois
$490K +$530K +2,529 New
LSV Asset Management
438
LSV Asset Management
Illinois
$484K – – –
BCG
439
BayBridge Capital Group
California
$479K +$20.8K +99 +4%
RWM
440
Ritholtz Wealth Management
New York
$474K -$3.36K -16 -0.6%
NAS
441
Nicolet Advisory Services
Wisconsin
$472K -$2.1K -10 -0.4%
EWA
442
EverSource Wealth Advisors
Alabama
$469K +$43.8K +209 +11%
DCM
443
DGS Capital Management
New Jersey
$468K +$10.3K +49 +2%
SFA
444
Sequoia Financial Advisors
Ohio
$468K +$19.9K +95 +4%
WA
445
Waverly Advisors
Alabama
$467K +$506K +2,412 New
Federated Hermes
446
Federated Hermes
Pennsylvania
$467K -$678K -3,233 -57%
YC
447
Yarbrough Capital
Tennessee
$452K – – –
OWM
448
OneAscent Wealth Management
Alabama
$442K +$147K +700 +44%
MFIM
449
Mesirow Financial Investment Management
Illinois
$439K -$2.52K -12 -0.5%
HMCP
450
Hook Mill Capital Partners
New York
$432K – – –
16 17
18
19 20

FERG Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2024, worth a combined $35.8B — down 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new FERG positions and 66 closed out — a net gain of 3 holders — while 242 added to existing stakes and 254 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.04B. The largest seller was Brown Advisory, cutting an estimated $251M.

  • 655 institutional investors held Ferguson (FERG) as of Q2 2024, down from 658 in Q1 2024.
  • Funds reported $35.8B of Ferguson stock for Q2 2024, down 17% quarter-over-quarter.
  • 69 funds opened new Ferguson positions in Q2 2024 and 66 closed out, a net change of +3 holders.
  • The largest Ferguson buyer in Q2 2024 was Bank of New York Mellon, an estimated $1.04B added.
  • The largest Ferguson seller in Q2 2024 was Brown Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2024.