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Ferguson

709 hedge funds and large institutions have $30.7B invested in Ferguson in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 230 increasing their positions, 293 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

3.66% more ownership

Funds ownership: 84.7%88.36% (+3.7%)

9% more call options, than puts

Call options by funds: $99.6M | Put options by funds: $91.5M

0% more funds holding

Funds holding: 707709 (+2)

21% less capital invested

Capital invested by funds: $38.7B → $30.7B (-$8.09B)

22% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 293

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

Holders
709
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
118
Increased
230
Reduced
293
Closed
106
Calls
$99.6M
Puts
$91.5M
Net Calls
+$8.08M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$286M +$44.9M +225,987 +16%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$285M +$20.6M +103,802 +7%
Millennium Management
28
Millennium Management
New York
$279M +$30.6M +154,145 +11%
Capital Research Global Investors
29
Capital Research Global Investors
California
$269M +$114M +574,694 +59%
FAM
30
Foxhaven Asset Management
Virginia
$259M +$32.3M +162,651 +12%
Royal London Asset Management
31
Royal London Asset Management
United Kingdom
$255M +$9.83M +49,510 +3%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$240M +$274M +1,380,072 New
Legal & General Group
33
Legal & General Group
United Kingdom
$236M -$49.4M -248,494 -15%
TFM
34
Trian Fund Management
New York
$215M -$6.66M -33,536 -3%
Vontobel Holding
35
Vontobel Holding
Switzerland
$214M +$189M +954,092 +340%
TP
36
Third Point
New York
$208M +$46.7M +235,000 +24%
UIM
37
USS Investment Management
United Kingdom
$207M +$21M +105,805 +10%
Raymond James Financial
38
Raymond James Financial
Florida
$205M +$234M +1,180,310 New
N
39
Nuveen
North Carolina
$200M -$16.6M -83,690 -7%
BG
40
Baupost Group
Massachusetts
$196M +$225M +1,132,000 New
FPA
41
First Pacific Advisors
California
$191M +$831K +4,183 +0.4%
Mawer Investment Management
42
Mawer Investment Management
Alberta, Canada
$186M +$204M +1,028,440 +2,384%
WIM
43
Waverton Investment Management
United Kingdom
$176M +$26.3M +132,626 +15%
RG
44
Rathbones Group
United Kingdom
$157M +$36.1M +181,746 +25%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$146M +$1.13M +5,714 +0.7%
5NCM
46
59 North Capital Management
Texas
$143M +$42.9M +215,899 +35%
UBS Group
47
UBS Group
Switzerland
$142M -$9.95M -50,121 -6%
WCM Investment Management
48
WCM Investment Management
California
$140M -$155K -778 -0.1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$136M -$6.83M -34,412 -4%
Morgan Stanley
50
Morgan Stanley
New York
$136M -$79.2M -398,745 -34%

FERG Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2024, worth a combined $30.7B — down 21% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new FERG positions and 106 closed out — a net gain of 12 holders — while 230 added to existing stakes and 293 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $635M. The largest seller was APG Asset Management, cutting an estimated $490M.

  • 709 institutional investors held Ferguson (FERG) as of Q4 2024, up from 707 in Q3 2024.
  • Funds reported $30.7B of Ferguson stock for Q4 2024, down 21% quarter-over-quarter.
  • 118 funds opened new Ferguson positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Ferguson buyer in Q4 2024 was Parnassus Investments, an estimated $635M added.
  • The largest Ferguson seller in Q4 2024 was APG Asset Management, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2024.