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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
CRI
476
Colonial River Investments
Virginia
$358K -$16.3K -82 -5%
PWPS
477
Pinnacle Wealth Planning Services
Ohio
$356K +$2.39K +12 +0.7%
HNB
478
Huntington National Bank
Ohio
$356K +$53.8K +270 +20%
QCG
479
Quadrant Capital Group
Ohio
$355K -$598 -3 -0.2%
LA
480
Legacy Advisors
Pennsylvania
$352K -$23.1K -116 -7%
OWM
481
OneAscent Wealth Management
Alabama
$346K -$23.9K -120 -7%
IWC
482
Integrated Wealth Concepts
Massachusetts
$344K -$75.3K -378 -19%
PWM
483
Perigon Wealth Management
California
$342K +$11K +55 +4%
FMP
484
Financial Management Professionals
Texas
$342K -$6.97K -35 -2%
SWM
485
Spire Wealth Management
Virginia
$338K +$208K +1,046 +210%
SOW
486
State of Wyoming
Wyoming
$336K +$97.4K +489 +47%
OR
487
Olympiad Research
Connecticut
$336K +$306K +1,536 New
TSS
488
Two Sigma Securities
New York
$333K +$304K +1,526 New
MFA
489
Mayflower Financial Advisors
Massachusetts
$329K +$300K +1,508 New
FHB
490
First Hawaiian Bank
Hawaii
$328K -$598 -3 -0.2%
CWR
491
Chico Wealth RIA
California
$327K
AT
492
American Trust
Kentucky
$326K -$48.2K -242 -14%
TCM
493
Teza Capital Management
Illinois
$323K +$294K +1,478 New
DWA
494
Douglass Winthrop Advisors
New York
$319K +$291K +1,460 New
LSAG
495
Lake Street Advisors Group
New Hampshire
$315K -$7.57K -38 -3%
GGA
496
Granite Group Advisors
Connecticut
$311K
FL
497
Fort LP
Maryland
$306K +$7.57K +38 +3%
FI
498
FWG Investments
Kentucky
$303K -$23.7K -119 -8%
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$299K -$42.8K -215 -14%
CFP
500
Curran Financial Partners
South Carolina
$296K

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.