We are live on ! Find out more
FERG icon

Ferguson
FERG

655 hedge funds and large institutions have $35.8B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $38.9M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0% less funds holding

Funds holding: 658 → 655 (-3)

0.61% less ownership

Funds ownership: 81.4% → 80.79% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 254

17% less capital invested

Capital invested by funds: $43.3B → $35.8B (-$7.56B)

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
655
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
9.46%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
69
Increased
242
Reduced
254
Closed
66
Calls
$44.9M
Puts
$38.9M
Net Calls
+$6.07M
Net Calls Change
-$54.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.04B
2
Artisan Partners
Artisan Partners
Wisconsin
+$221M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$167M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$71.5M
5
WIM
Waverton Investment Management
United Kingdom
+$64.6M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$251M
2
UBS AM
UBS AM
Illinois
-$193M
3
BlackRock
BlackRock
New York
-$163M
4
Invesco
Invesco
Georgia
-$131M
5
TFM
Trian Fund Management
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Colonial Trust
South Carolina
$346K – – –
MCM
477
McKinley Capital Management
Alaska
$340K -$14.1K -67 -4%
Walleye Trading
478
Walleye Trading
New York
$335K +$334K +1,594 +1,155%
CF
479
Corebridge Financial
Texas
$333K +$361K +1,720 New
BWP
480
BSW Wealth Partners
Colorado
$332K -$20.3K -97 -5%
FMP
481
Financial Management Professionals
Texas
$332K +$30.8K +147 +9%
MFG
482
Merit Financial Group
Georgia
$331K -$139K -665 -28%
SOW
483
State of Wyoming
Wyoming
$325K +$29.4K +140 +9%
BAM
484
Berkshire Asset Management
Pennsylvania
$324K +$351K +1,672 New
CRI
485
Colonial River Investments
Virginia
$318K – – –
AWM
486
Axxcess Wealth Management
California
$318K +$344K +1,641 New
PWPS
487
Pinnacle Wealth Planning Services
Ohio
$316K +$419 +2 +0.1%
QCG
488
Quadrant Capital Group
Ohio
$315K – – –
LA
489
Legacy Advisors
Pennsylvania
$312K – – –
PA
490
Pinnacle Associates
New York
$303K +$81.4K +388 +33%
PAG
491
Private Advisor Group
New Jersey
$302K +$327K +1,558 New
IWC
492
Integrated Wealth Concepts
Massachusetts
$302K -$3.77K -18 -1%
HNB
493
Huntington National Bank
Ohio
$299K -$16.1K -77 -5%
EFS
494
Essex Financial Services
Connecticut
$292K +$44.5K +212 +17%
CWR
495
Chico Wealth RIA
California
$290K – – –
FHB
496
First Hawaiian Bank
Hawaii
$290K -$1.05K -5 -0.3%
BRWA
497
B. Riley Wealth Advisors
Florida
$285K -$524K -2,500 -63%
MAS
498
Meeder Advisory Services
Ohio
$284K +$97.1K +463 +46%
SCA
499
Scott Capital Advisors
Oregon
$284K -$26.6K -127 -8%
PWM
500
Perigon Wealth Management
California
$280K -$25.6K -122 -8%
18 19
20
21 22

FERG Hedge Fund Activity: Q2 2024 in Review

655 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2024, worth a combined $35.8B — down 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new FERG positions and 66 closed out — a net gain of 3 holders — while 242 added to existing stakes and 254 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.04B. The largest seller was Brown Advisory, cutting an estimated $251M.

  • 655 institutional investors held Ferguson (FERG) as of Q2 2024, down from 658 in Q1 2024.
  • Funds reported $35.8B of Ferguson stock for Q2 2024, down 17% quarter-over-quarter.
  • 69 funds opened new Ferguson positions in Q2 2024 and 66 closed out, a net change of +3 holders.
  • The largest Ferguson buyer in Q2 2024 was Bank of New York Mellon, an estimated $1.04B added.
  • The largest Ferguson seller in Q2 2024 was Brown Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2024.