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Ferguson
FERG

Overview Fund Activity

515 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+48
Holders Change %
+10.28%
% of All Funds
8.12%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
190
Reduced
156
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M

Top Buyers

1
BlackRock
BlackRock
New York
$2B
2
Franklin Resources
Franklin Resources
California
$365M
3
State Street
State Street
Massachusetts
$592M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$156M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$450M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
SCA
Southpoint Capital Advisors
New York
$205M
3
NCMU
NAYA Capital Management (UK)
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
JFG
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
451
First Horizon Advisors
Tennessee
$48.9K +$9.91K +63 +25%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$48K -$8.88K -57 -16%
CFGS
453
Concourse Financial Group Securities
Alabama
$45.5K -$2.37K -15 -5%
PPC
454
Park Place Capital
Alabama
$45.1K +$45.1K +287 New
TRCT
455
Tower Research Capital (TRC)
New York
$42.5K -$835K -5,307 -95%
SC
456
SouthState Corp
Florida
$34.8K – – –
CCA
457
Column Capital Advisors
Indiana
$32.4K – – –
ETC
458
Exchange Traded Concepts
Oklahoma
$32.1K +$15.3K +97 +91%
HWA
459
Heritage Wealth Advisors
Virginia
$29.6K -$8.65K -55 -23%
ZB
460
Zions Bancorporation
Utah
$28.3K -$9.12K -58 -24%
SPIA
461
Steward Partners Investment Advisory
New York
$27.7K – – –
JWM
462
Janiczek Wealth Management
Colorado
$25.7K -$1.58K -10 -6%
CFO
463
CVA Family Office
Colorado
$25K – – –
BTI
464
Blue Trust Inc
Georgia
$21K -$75.3K -581 -78%
LC
465
Lindbrook Capital
California
$20.1K – – –
TPCW
466
TD Private Client Wealth
New York
$19.3K -$629 -4 -3%
FCA
467
FinTrust Capital Advisors
South Carolina
$18.5K – – –
AWM
468
Avior Wealth Management
Nebraska
$17.1K – – –
MCM
469
MV Capital Management
Maryland
$17K +$17K +108 New
SN
470
Sittner & Nelson
Oregon
$15.7K +$15.7K +100 New
BF
471
BOK Financial
Oklahoma
$14.2K – – –
NA
472
NewEdge Advisors
Louisiana
$13.7K +$13.7K +87 New
PTC
473
Private Trust Company
Ohio
$12.4K +$1.89K +12 +18%
ECM
474
Engine Capital Management
New York
$10K -$2.38K -15 -19%
TAIM
475
TD Ameritrade Investment Management
Nebraska
$10K +$10K +66 New
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19
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