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Ferguson
FERG

287 hedge funds and large institutions have $12.8B invested in Ferguson in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

13% more funds holding

Funds holding: 254 → 287 (+33)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

0.68% more ownership

Funds ownership: 39.09% → 39.77% (+0.68%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

21% less capital invested

Capital invested by funds: $16.3B → $12.8B (-$3.41B)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
60
Increased
88
Reduced
87
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$750M
2
WCM Investment Management
WCM Investment Management
California
+$267M
3
Barclays
Barclays
United Kingdom
+$203M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$183M
5
PG
Pendal Group
Australia
+$98.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$180M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
3
MGIM
M&G Investment Management
United Kingdom
-$152M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$127M
5
Fidelity International
Fidelity International
Bermuda
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$87.2M -$24.7M -160,182 -20%
Fidelity International
27
Fidelity International
Bermuda
$82.8M -$124M -804,432 -57%
Lazard Asset Management
28
Lazard Asset Management
New York
$79.4M -$18M -116,719 -16%
Allianz Asset Management
29
Allianz Asset Management
Germany
$78.1M -$34.3M -222,355 -28%
UBS Group
30
UBS Group
Switzerland
$72.4M +$28.1M +182,056 +51%
PC
31
Pelham Capital
United Kingdom
$72M -$21.3M -138,034 -20%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$68.4M -$1.43M -9,247 -2%
PPA
33
Parametric Portfolio Associates
Washington
$61.9M +$6.23M +40,388 +10%
BlackRock
34
BlackRock
New York
$59.6M -$677K -4,388 -1%
HRCM
35
Hawk Ridge Capital Management
California
$54.6M -$15.1M -97,879 -20%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$52M -$4.51M -29,248 -9%
BTCPP
37
Border to Coast Pensions Partnership
United Kingdom
$50M -$20.4M -132,000 -26%
JAM
38
Jupiter Asset Management
United Kingdom
$43.1M -$4.17M -27,010 -8%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.8M -$15.3M -98,940 -24%
Prudential Financial
40
Prudential Financial
New Jersey
$39.5M +$4.66M +30,205 +11%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$35.5M +$40.1M +259,958 New
Vontobel Holding
42
Vontobel Holding
Switzerland
$35.4M -$124K -807 -0.3%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$34.3M -$127M -823,989 -77%
Zurich Cantonal Bank
44
Zurich Cantonal Bank
Switzerland
$34.2M +$12.3M +79,835 +47%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$31.2M -$76.6M -496,446 -68%
Northern Trust
46
Northern Trust
Illinois
$30.3M +$24.8M +160,553 +247%
AC
47
Alfreton Capital
United Kingdom
$26.8M +$30.9M +200,000 New
BBCM
48
Broad Bay Capital Management
New York
$24.7M – – –
Axa
49
Axa
France
$24.6M -$8.69M -56,317 -23%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$23.1M +$20.2M +131,087 +327%
1
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FERG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2022, worth a combined $12.8B — down 21% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FERG positions and 24 closed out — a net gain of 36 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $750M. The largest seller was JP Morgan Chase, cutting an estimated $180M.

  • 287 institutional investors held Ferguson (FERG) as of Q1 2022, up from 254 in Q4 2021.
  • Funds reported $12.8B of Ferguson stock for Q1 2022, down 21% quarter-over-quarter.
  • 60 funds opened new Ferguson positions in Q1 2022 and 24 closed out, a net change of +36 holders.
  • The largest Ferguson buyer in Q1 2022 was Invesco, an estimated $750M added.
  • The largest Ferguson seller in Q1 2022 was JP Morgan Chase, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2022.