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Ferguson
FERG

254 hedge funds and large institutions have $16.3B invested in Ferguson in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 74 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 13

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

30% more capital invested

Capital invested by funds: $12.5B → $16.3B (+$3.74B)

21% more funds holding

Funds holding: 210 → 254 (+44)

0.35% more ownership

Funds ownership: 38.74% → 39.09% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 78

Holders
254
Holders Change
+44
Holders Change %
+20.95%
% of All Funds
3.91%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
63
Increased
74
Reduced
78
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PG
Pendal Group
Australia
+$283M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
PC
Pelham Capital
United Kingdom
+$106M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$97.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$60.6M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
-$209M
2
Goldman Sachs
Goldman Sachs
New York
-$139M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$98M
4
Amundi
Amundi
France
-$91.8M
5
Bank of America
Bank of America
North Carolina
-$79.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$129M +$60.6M +386,450 +114%
Lazard Asset Management
27
Lazard Asset Management
New York
$127M -$2.3M -14,698 -2%
PC
28
Pelham Capital
United Kingdom
$121M +$106M +675,241 New
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$121M +$97.9M +625,003 +1,093%
SCA
30
Southpoint Capital Advisors
New York
$94.5M – – –
TD Asset Management
31
TD Asset Management
Ontario, Canada
$91M +$25M +159,690 +45%
BTCPP
32
Border to Coast Pensions Partnership
United Kingdom
$88.5M – – –
HRCM
33
Hawk Ridge Capital Management
California
$88.3M -$27.2M -173,646 -26%
BlackRock
34
BlackRock
New York
$80.5M -$24.7M -157,378 -26%
PPA
35
Parametric Portfolio Associates
Washington
$75.5M +$761K +4,855 +1%
UBS Group
36
UBS Group
Switzerland
$64.2M +$37.4M +238,818 +200%
JAM
37
Jupiter Asset Management
United Kingdom
$60.8M +$4.05M +25,815 +8%
AIM
38
Artemis Investment Management
United Kingdom
$59.8M -$172K -1,096 -0.3%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$58.1M -$98M -625,381 -66%
Korea Investment Corp
40
Korea Investment Corp
South Korea
$54.3M -$1.72M -11,008 -3%
Vontobel Holding
41
Vontobel Holding
Switzerland
$46.5M +$1.01M +6,425 +3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$43.1M -$7.83K -50 -0%
Axa
43
Axa
France
$43.1M +$7.03M +44,875 +23%
Prudential Financial
44
Prudential Financial
New Jersey
$40.5M +$41.2M +263,031 +18,694%
BBCM
45
Broad Bay Capital Management
New York
$33M – – –
Wellington Management Group
46
Wellington Management Group
Massachusetts
$29.9M -$57.2M -364,865 -68%
Zurich Cantonal Bank
47
Zurich Cantonal Bank
Switzerland
$29.8M +$751K +4,792 +3%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$28.7M +$25.3M +161,769 New
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$27.9M -$4.58M -29,249 -16%
LCM
50
Lionstone Capital Management
New York
$24.8M -$3.14M -20,070 -13%
1
2
3 4 5

FERG Hedge Fund Activity: Q4 2021 in Review

254 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2021, worth a combined $16.3B — up 30% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FERG positions and 13 closed out — a net gain of 50 holders — while 74 added to existing stakes and 78 trimmed.

The largest buyer was Pendal Group, adding an estimated $283M. The largest seller was Trian Fund Management, cutting an estimated $209M.

  • 254 institutional investors held Ferguson (FERG) as of Q4 2021, up from 210 in Q3 2021.
  • Funds reported $16.3B of Ferguson stock for Q4 2021, up 30% quarter-over-quarter.
  • 63 funds opened new Ferguson positions in Q4 2021 and 13 closed out, a net change of +50 holders.
  • The largest Ferguson buyer in Q4 2021 was Pendal Group, an estimated $283M added.
  • The largest Ferguson seller in Q4 2021 was Trian Fund Management, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2021.