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Ferguson
FERG

Overview Fund Activity

515 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+48
Holders Change %
+10.28%
% of All Funds
8.12%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
190
Reduced
156
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M

Top Buyers

1
BlackRock
BlackRock
New York
$2B
2
Franklin Resources
Franklin Resources
California
$365M
3
State Street
State Street
Massachusetts
$592M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$156M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$450M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
SCA
Southpoint Capital Advisors
New York
$205M
3
NCMU
NAYA Capital Management (UK)
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
JFG
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
476
Bell Investment Advisors
California
$9.75K +$8.97K +57 +1,140%
QC
477
Quent Capital
New York
$9.28K – – –
CFB
478
Cullen/Frost Bankers
Texas
$7.71K -$13.4K -85 -63%
EBA
479
Eagle Bay Advisors
New York
$6.45K – – –
BG
480
Bollard Group
Massachusetts
$6K +$6K +37 New
HWA
481
HHM Wealth Advisors
Tennessee
$5.82K – – –
JWA
482
JFS Wealth Advisors
Pennsylvania
$5.19K -$2.99K -19 -37%
VAG
483
VisionPoint Advisory Group
Texas
$4.88K +$4.88K +31 New
CWC
484
Carolinas Wealth Consulting
North Carolina
$4.72K +$4.72K +30 New
KFI
485
Key Financial Inc
Pennsylvania
$4.56K +$4.56K +29 New
IPW
486
Impact Partnership Wealth
Georgia
$4.25K +$4.25K +27 New
AF
487
Allworth Financial
California
$4.09K – – –
CAL
488
Capital Advisors Ltd
Ohio
$4K – – –
TWM
489
Tradition Wealth Management
Minnesota
$4K +$4K +25 New
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$3.78K -$472 -3 -11%
QL
491
Quarry LP
New York
$3.62K +$3.62K +23 New
FCAG
492
First Capital Advisors Group
New Jersey
$2.99K +$2.99K +19 New
OC
493
Oakworth Capital
Alabama
$2.83K – – –
CTC
494
Central Trust Company
Missouri
$2.52K – – –
CA
495
Crewe Advisors
Utah
$2.36K -$25.2K -160 -91%
AF
496
Advisornet Financial
Minnesota
$2.36K – – –
AssetMark Inc
497
AssetMark Inc
California
$2.2K – – –
CWP
498
Concord Wealth Partners
Virginia
$2.2K – – –
VCM
499
Versant Capital Management
Arizona
$1.89K +$1.89K +12 New
CPG
500
Cornerstone Planning Group
New Jersey
$1.73K +$1.73K +11 New
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