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Ferguson
FERG

Overview Fund Activity

551 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+36
Holders Change %
+6.99%
% of All Funds
8.79%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.49%
New
80
Increased
221
Reduced
180
Closed
41
Calls
$63.4M
Puts
$32.4M
Net Calls
+$31M
Net Calls Change
+$22.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$269M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$155M
3
BBA
Baader Bank Aktiengesellschaft
Germany
$88.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$82.8M
5
UBS AM
UBS AM
Illinois
$176M

Top Sellers

1
PL
Perpetual Ltd
Australia
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
MGIM
M&G Investment Management
United Kingdom
$7.05B
4
Barclays
Barclays
United Kingdom
$113M
5
SCA
Southpoint Capital Advisors
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
451
BSW Wealth Partners
Colorado
$262K -$38.3K -233 -13%
FMLI
452
Fukoku Mutual Life Insurance
Japan
$257K – – –
AAM
453
Advisors Asset Management
Colorado
$255K -$220K -1,339 -46%
EWA
454
EverSource Wealth Advisors
Alabama
$247K +$21.4K +130 +9%
CWR
455
Chico Wealth RIA
California
$247K – – –
BMCM
456
Bryn Mawr Capital Management
Pennsylvania
$236K -$3.13K -19 -1%
PWM
457
Perigon Wealth Management
California
$231K +$6.25K +38 +3%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$226K -$106K -645 -32%
DCM
459
DGS Capital Management
New Jersey
$225K -$8.55K -52 -4%
PNC
460
Park National Corp
Ohio
$225K – – –
CFP
461
Curran Financial Partners
South Carolina
$223K +$987 +6 +0.4%
AIC
462
Archer Investment Corporation
Indiana
$222K – – –
SEC
463
Seven Eight Capital
New York
$217K +$217K +1,321 New
CC
464
Centiva Capital
New York
$216K +$216K +1,312 New
FMP
465
Financial Management Professionals
Texas
$206K +$26K +158 +14%
EVM
466
Evelyn V. Moreno
$202K +$202K +1,231 New
APC
467
Aspire Private Capital
North Carolina
$180K – – –
SOW
468
State of Wyoming
Wyoming
$152K -$132K -801 -46%
BWP
469
Baldwin Wealth Partners
Massachusetts
$131K – – –
HNB
470
Huntington National Bank
Ohio
$111K +$56.2K +342 +103%
GRP
471
Global Retirement Partners
California
$102K +$809 +5 +0.8%
Simplex Trading
472
Simplex Trading
Illinois
$100K +$100K +614 New
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$98K +$47.4K +289 +94%
UB
474
UMB Bank
Missouri
$90.1K -$329 -2 -0.4%
IA
475
IFP Advisors
Florida
$89.5K -$35.5K -216 -28%
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