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Ferguson
FERG

Overview Fund Activity

551 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+36
Holders Change %
+6.99%
% of All Funds
8.79%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.49%
New
80
Increased
221
Reduced
180
Closed
41
Calls
$63.4M
Puts
$32.4M
Net Calls
+$31M
Net Calls Change
+$22.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$269M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$155M
3
BBA
Baader Bank Aktiengesellschaft
Germany
$88.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$82.8M
5
UBS AM
UBS AM
Illinois
$176M

Top Sellers

1
PL
Perpetual Ltd
Australia
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
MGIM
M&G Investment Management
United Kingdom
$7.05B
4
Barclays
Barclays
United Kingdom
$113M
5
SCA
Southpoint Capital Advisors
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
476
Matthew Hamilton Rosenberg
$88K – – –
AA
477
Alta Advisers
United Kingdom
$82.2K – – –
AAP
478
Arax Advisory Partners
Colorado
$77.2K +$3.46K +21 +5%
HCP
479
Hexagon Capital Partners
Arkansas
$67.8K -$7.57K -46 -10%
FHA
480
First Horizon Advisors
Tennessee
$55.9K +$4.77K +29 +9%
LC
481
Lindbrook Capital
California
$52.6K +$31.6K +192 +150%
OA
482
Operose Advisors
Wisconsin
$52.6K +$52.6K +320 New
WT
483
Whittier Trust
California
$52.3K – – –
MIA
484
Milestone Investment Advisors
Wisconsin
$46.7K +$46.7K +284 New
CFGS
485
Concourse Financial Group Securities
Alabama
$45.7K -$1.65K -10 -3%
SC
486
SouthState Corp
Florida
$36.3K – – –
BTI
487
Blue Trust Inc
Georgia
$34K +$8.5K +54 +33%
CCA
488
Column Capital Advisors
Indiana
$33.9K – – –
HWA
489
Heritage Wealth Advisors
Virginia
$30.9K – – –
ZB
490
Zions Bancorporation
Utah
$29.6K – – –
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$27.6K -$26.6K -162 -49%
JWM
492
Janiczek Wealth Management
Colorado
$26.8K – – –
NA
493
NewEdge Advisors
Louisiana
$26.3K +$12K +73 +84%
SPIA
494
Steward Partners Investment Advisory
New York
$26K -$2.96K -18 -10%
FCA
495
FinTrust Capital Advisors
South Carolina
$22.5K -$1.48K -9 -6%
MCM
496
MV Capital Management
Maryland
$22K +$4.28K +26 +24%
TPCW
497
TD Private Client Wealth
New York
$19.9K -$329 -2 -2%
BF
498
BOK Financial
Oklahoma
$18.2K +$4.66K +31 +34%
AWM
499
Avior Wealth Management
Nebraska
$17.9K – – –
C
500
Covestor
United Kingdom
$17K +$17K +104 New
18 19
20
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