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Ferguson

650 hedge funds and large institutions have $35.7B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 240 increasing their positions, 253 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
68
Increased
240
Reduced
253
Closed
66
Calls
$44.9M
Puts
$38.9M
Net Calls
+$6.07M
Net Calls Change
-$54.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
476
BSW Wealth Partners
Colorado
$332K -$18.8K -97 -5%
FMP
477
Financial Management Professionals
Texas
$332K +$28.5K +147 +9%
MFG
478
Merit Financial Group
Georgia
$331K -$129K -665 -28%
SOW
479
State of Wyoming
Wyoming
$325K +$27.1K +140 +9%
BAM
480
Berkshire Asset Management
Pennsylvania
$324K +$324K +1,672 New
CRI
481
Colonial River Investments
Virginia
$318K
AWM
482
Axxcess Wealth Management
California
$318K +$318K +1,641 New
PWPS
483
Pinnacle Wealth Planning Services
Ohio
$316K +$387 +2 +0.1%
QCG
484
Quadrant Capital Group
Ohio
$315K
LA
485
Legacy Advisors
Pennsylvania
$312K
PA
486
Pinnacle Associates
New York
$303K +$75.1K +388 +33%
PAG
487
Private Advisor Group
New Jersey
$302K +$302K +1,558 New
IWC
488
Integrated Wealth Concepts
Massachusetts
$302K -$3.49K -18 -1%
HNB
489
Huntington National Bank
Ohio
$299K -$14.8K -77 -5%
EFS
490
Essex Financial Services
Connecticut
$292K +$41.9K +212 +17%
CWR
491
Chico Wealth RIA
California
$290K
FHB
492
First Hawaiian Bank
Hawaii
$290K -$968 -5 -0.3%
BRWA
493
B. Riley Wealth Advisors
Florida
$285K -$486K -2,500 -63%
MAS
494
Meeder Advisory Services
Ohio
$284K +$89.7K +463 +46%
SCA
495
Scott Capital Advisors
Oregon
$284K -$23.9K -127 -8%
PWM
496
Perigon Wealth Management
California
$280K -$23.6K -122 -8%
GGA
497
Granite Group Advisors
Connecticut
$275K
DWA
498
Douglass Winthrop Advisors
New York
$275K -$7.75K -40 -3%
LGF
499
LGT Group Foundation
Liechtenstein
$272K +$53.1K +274 +24%
FI
500
FWG Investments
Kentucky
$272K +$3.49K +18 +1%