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Ferguson
FERG

655 hedge funds and large institutions have $35.8B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $38.9M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0% less funds holding

Funds holding: 658 → 655 (-3)

0.61% less ownership

Funds ownership: 81.4% → 80.79% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 254

17% less capital invested

Capital invested by funds: $43.3B → $35.8B (-$7.56B)

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
655
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
9.46%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
69
Increased
242
Reduced
254
Closed
66
Calls
$44.9M
Puts
$38.9M
Net Calls
+$6.07M
Net Calls Change
-$54.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.04B
2
Artisan Partners
Artisan Partners
Wisconsin
+$221M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$167M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$71.5M
5
WIM
Waverton Investment Management
United Kingdom
+$64.6M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$251M
2
UBS AM
UBS AM
Illinois
-$193M
3
BlackRock
BlackRock
New York
-$163M
4
Invesco
Invesco
Georgia
-$131M
5
TFM
Trian Fund Management
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
451
Symmetry Partners
Connecticut
$426K – – –
G
452
GenTrust
Florida
$425K +$459K +2,188 New
CT
453
Chicago Trust
Illinois
$418K -$55.4K -264 -11%
QI
454
Qtron Investments
Massachusetts
$414K – – –
VFA
455
Values First Advisors
Tennessee
$414K -$5.87K -28 -1%
BTI
456
Blue Trust Inc
Georgia
$414K +$361K +1,722 +995%
PA
457
Parallel Advisors
California
$413K +$37.8K +180 +9%
GI
458
GAMMA Investing
California
$412K +$16.4K +78 +4%
CI
459
Cigna Investments
Connecticut
$412K -$4.82K -23 -1%
FSA
460
Franklin Street Advisors
North Carolina
$412K – – –
FFB
461
First Financial Bankshares
Texas
$398K -$2.1K -10 -0.5%
TPW
462
Transatlantique Private Wealth
New York
$394K +$12.6K +60 +3%
RFA
463
Resurgent Financial Advisors
Georgia
$389K -$47.8K -228 -10%
NC
464
nVerses Capital
Florida
$387K +$419K +2,000 New
Cambridge Investment Research Advisors
465
Cambridge Investment Research Advisors
Iowa
$385K +$31K +148 +8%
FAIM
466
Financial Advocates Investment Management
Washington
$383K -$7.76K -37 -2%
HGERS
467
Householder Group Estate & Retirement Specialist
Arizona
$376K +$408K +1,944 New
PF
468
Phoenix Financial
Israel
$374K +$6.71K +32 +2%
Marshall Wace
469
Marshall Wace
United Kingdom
$368K -$8.63M -41,135 -96%
BF
470
BOK Financial
Oklahoma
$368K +$280K +1,335 +237%
MFA
471
Mayflower Financial Advisors
Massachusetts
$366K +$80.3K +383 +25%
SWM
472
Spire Wealth Management
Virginia
$361K +$66.9K +319 +21%
JFG
473
Jefferies Financial Group
New York
$355K +$384K +1,833 New
FCH
474
Freestone Capital Holdings
Washington
$352K +$7.76K +37 +2%
SIGI
475
Susquehanna International Group (Ireland)
Ireland
$346K – – –
17 18
19
20 21

FERG Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2024, worth a combined $35.8B — down 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new FERG positions and 66 closed out — a net gain of 3 holders — while 242 added to existing stakes and 254 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.04B. The largest seller was Brown Advisory, cutting an estimated $251M.

  • 655 institutional investors held Ferguson (FERG) as of Q2 2024, down from 658 in Q1 2024.
  • Funds reported $35.8B of Ferguson stock for Q2 2024, down 17% quarter-over-quarter.
  • 69 funds opened new Ferguson positions in Q2 2024 and 66 closed out, a net change of +3 holders.
  • The largest Ferguson buyer in Q2 2024 was Bank of New York Mellon, an estimated $1.04B added.
  • The largest Ferguson seller in Q2 2024 was Brown Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2024.