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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$308M +$20.8M +104,308 +8%
Boston Partners
27
Boston Partners
Massachusetts
$294M -$21.6M -108,553 -7%
T. Rowe Price Investment Management
28
T. Rowe Price Investment Management
Maryland
$291M +$265M +1,332,505 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$289M +$5.46M +27,421 +2%
FAM
30
Foxhaven Asset Management
Virginia
$289M -$6.8M -34,118 -3%
N
31
Nuveen
North Carolina
$271M +$3.11M +15,621 +1%
WCM Investment Management
32
WCM Investment Management
California
$264M -$9.78M -49,087 -4%
UBS AM
33
UBS AM
Illinois
$262M +$16.8M +84,128 +8%
Canada Life
34
Canada Life
Manitoba, Canada
$242M -$8.43M -42,297 -4%
TP
35
Third Point
New York
$238M
FPA
36
First Pacific Advisors
California
$238M +$182K +913 +0.1%
UIM
37
USS Investment Management
United Kingdom
$235M +$9.01M +45,222 +4%
American Century Companies
38
American Century Companies
Missouri
$229M +$24.4M +122,303 +13%
Truist Financial
39
Truist Financial
North Carolina
$225M -$28.5M -143,038 -12%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$217M -$63.4M -317,994 -24%
Millennium Management
41
Millennium Management
New York
$214M +$14.5M +72,663 +8%
Man Group
42
Man Group
United Kingdom
$213M +$43.7M +219,267 +29%
Allianz Asset Management
43
Allianz Asset Management
Germany
$211M +$13.5M +67,597 +8%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$207M -$5.3M -26,579 -3%
Viking Global Investors
45
Viking Global Investors
Connecticut
$191M +$174M +875,421 New
Bank of America
46
Bank of America
North Carolina
$158M +$47.6M +238,667 +49%
Ameriprise
47
Ameriprise
Minnesota
$156M +$9.5M +47,676 +7%
5NCM
48
59 North Capital Management
Texas
$151M +$26.3M +131,778 +24%
Deutsche Bank
49
Deutsche Bank
Germany
$141M -$7.69M -38,603 -6%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$140M +$9.14M +45,872 +8%

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.