FERG icon

Ferguson

467 hedge funds and large institutions have $26.4B invested in Ferguson in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 162 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+34
Holders Change %
+7.85%
% of All Funds
7.47%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.58%
New
98
Increased
162
Reduced
154
Closed
57
Calls
$135M
Puts
$75M
Net Calls
+$59.8M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
451
Central Trust Company
Missouri
$2.14K
HGWM
452
Harvest Group Wealth Management
Massachusetts
$2.01K -$802 -6 -29%
AF
453
Advisornet Financial
Minnesota
$2.01K +$2.01K +15 New
CWP
454
Concord Wealth Partners
Virginia
$1.87K
AssetMark Inc
455
AssetMark Inc
California
$1.87K
TWD
456
True Wealth Design
Ohio
$1.61K +$1.2K +9 +300%
DI
457
Disciplined Investments
Oklahoma
$1.2K
CP
458
Castleview Partners
Texas
$1.07K -$535 -4 -33%
PCM
459
Penserra Capital Management
California
$1K -$252K -3,020 -100%
AIP
460
Ahrens Investment Partners
Louisiana
$803 +$803 +6 New
AWM
461
Abound Wealth Management
Tennessee
$737 -$2.33K -19 -76%
BIA
462
Bell Investment Advisors
California
$669 +$669 +5 New
2L
463
25 LLC
Missouri
$564 +$564 +4 New
Commonwealth Equity Services
464
Commonwealth Equity Services
Massachusetts
$372 +$106 +796 +40%
BWM
465
Baystate Wealth Management
Massachusetts
$273
FFA
466
Farther Finance Advisors
California
$268
Kayne Anderson Rudnick Investment Management
467
Kayne Anderson Rudnick Investment Management
California
$268 +$268 +2 New
FGAM
468
Financial Gravity Asset Management
Texas
$41 +$41 +134 New
CG
469
Carmignac Gestion
France
-$60.5M -476,210 Closed
ZP
470
Zimmer Partners
New York
-$25.4M -200,000 Closed
BBCM
471
Broad Bay Capital Management
New York
-$23.4M -184,000 Closed
BTCPP
472
Border to Coast Pensions Partnership
United Kingdom
-$15.9M -127,000 Closed
WMSA
473
Weiss Multi-Strategy Advisers
New York
-$10M -78,800 Closed
AWAM
474
Appian Way Asset Management
New York
-$6.76M -53,280 Closed
RCM
475
Regency Capital Management
Hawaii
-$4.33M -34,131 Closed