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Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
451
Argonautica Private Wealth Management
Massachusetts
$465K -$45.2K -227 -10%
FSA
452
Franklin Street Advisors
North Carolina
$464K
FFB
453
First Financial Bankshares
Texas
$451K +$1.99K +10 +0.5%
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$450K -$469K -2,353 -53%
GI
455
GAMMA Investing
California
$448K +$47.2K +237 +13%
FAIM
456
Financial Advocates Investment Management
Washington
$440K +$3.59K +18 +0.9%
AAM
457
Auxier Asset Management
Oregon
$437K
SGI
458
Summit Global Investments
Utah
$433K -$1.83M -9,207 -82%
TPW
459
Transatlantique Private Wealth
New York
$431K +$47.4K +238 +14%
AC
460
Avestar Capital
New York
$430K -$205K -1,031 -34%
PA
461
Parallel Advisors
California
$426K +$18.9K +95 +5%
PF
462
Phoenix Financial
Israel
$414K -$89.9K -451 -19%
Cambridge Investment Research Advisors
463
Cambridge Investment Research Advisors
Iowa
$401K +$26.7K +134 +8%
MCM
464
McKinley Capital Management
Alaska
$398K -$4.78K -24 -1%
EWA
465
EverSource Wealth Advisors
Alabama
$398K +$132K +662 +54%
BWP
466
BSW Wealth Partners
Colorado
$396K +$41K +206 +13%
KIA
467
Knollwood Investment Advisory
Maryland
$393K
CT
468
Colonial Trust
South Carolina
$391K
SIGI
469
Susquehanna International Group (Ireland)
Ireland
$390K +$356K +1,787 New
FCH
470
Freestone Capital Holdings
Washington
$389K
AIG
471
American International Group
New York
$388K
Wolverine Trading
472
Wolverine Trading
Illinois
$367K +$1.59K +8 +0.5%
PCM
473
Prelude Capital Management
New York
$365K +$333K +1,673 New
SCA
474
Scott Capital Advisors
Oregon
$363K -$25.7K -129 -7%
VCA
475
Verdence Capital Advisors
Maryland
$363K +$9.56K +48 +3%

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.