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Ferguson

709 hedge funds and large institutions have $30.7B invested in Ferguson in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 230 increasing their positions, 293 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

3.66% more ownership

Funds ownership: 84.7%88.36% (+3.7%)

9% more call options, than puts

Call options by funds: $99.6M | Put options by funds: $91.5M

0% more funds holding

Funds holding: 707709 (+2)

21% less capital invested

Capital invested by funds: $38.7B → $30.7B (-$8.09B)

22% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 293

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

Holders
709
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
118
Increased
230
Reduced
293
Closed
106
Calls
$99.6M
Puts
$91.5M
Net Calls
+$8.08M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
426
Ostrum Asset Management
France
$784K -$1.07M -5,396 -54%
FT
427
Fiduciary Trust
Massachusetts
$774K -$198K -997 -18%
CP
428
Covenant Partners
Tennessee
$767K
YCM
429
Yousif Capital Management
Michigan
$756K -$552K -2,777 -39%
CPSC
430
Carl P. Sherr & Co
Massachusetts
$733K -$565K -2,844 -40%
AFCM
431
Applied Finance Capital Management
Puerto Rico
$730K +$62.8K +316 +8%
FGP
432
Freestone Grove Partners
California
$728K +$834K +4,197 New
MIM
433
MetLife Investment Management
New Jersey
$721K -$1.79K -9 -0.2%
RFC
434
Regions Financial Corp
Alabama
$719K +$823K +4,143 New
KG
435
Kieckhefer Group
Wisconsin
$694K +$794K +4,000 New
LWAM
436
Legacy Wealth Asset Management
Minnesota
$693K -$794 -4 -0.1%
BA
437
Bridgewater Associates
Connecticut
$687K +$580K +2,919 +281%
PCS
438
Personal CFO Solutions
New Jersey
$680K -$99.9K -503 -11%
OC
439
Oppenheimer & Co
New York
$671K +$131K +660 +21%
RP
440
Riverwater Partners
Wisconsin
$670K
SFI
441
Siemens Fonds Invest
Germany
$662K
VSQM
442
V-Square Quantitative Management
Illinois
$660K +$165K +833 +28%
UM
443
UniSuper Management
Australia
$660K -$159K -800 -17%
GT
444
Greenleaf Trust
Michigan
$659K +$4.17K +21 +0.6%
DADC
445
D.A. Davidson & Co
Montana
$654K -$98.5K -496 -12%
VI
446
Vestcor Inc
New Brunswick, Canada
$646K -$993 -5 -0.1%
CCM
447
Coldstream Capital Management
Washington
$637K +$41.7K +210 +6%
BBHC
448
Brown Brothers Harriman & Co
New York
$631K +$655K +3,300 +985%
S
449
SignatureFD
Georgia
$613K -$40.9K -206 -6%
MOACM
450
Mutual of America Capital Management
New York
$613K

FERG Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2024, worth a combined $30.7B — down 21% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new FERG positions and 106 closed out — a net gain of 12 holders — while 230 added to existing stakes and 293 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $635M. The largest seller was APG Asset Management, cutting an estimated $490M.

  • 709 institutional investors held Ferguson (FERG) as of Q4 2024, up from 707 in Q3 2024.
  • Funds reported $30.7B of Ferguson stock for Q4 2024, down 21% quarter-over-quarter.
  • 118 funds opened new Ferguson positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Ferguson buyer in Q4 2024 was Parnassus Investments, an estimated $635M added.
  • The largest Ferguson seller in Q4 2024 was APG Asset Management, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2024.