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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
AIC
501
Archer Investment Corporation
Indiana
$295K
PNC
502
Park National Corp
Ohio
$293K -$4.78K -24 -2%
SL
503
Salomon & Ludwin
Virginia
$289K +$264K +1,323 New
PWP
504
Phillips Wealth Planners
Mississippi
$289K +$267K +1,340 New
IPW
505
Impact Partnership Wealth
Georgia
$287K +$4.18K +21 +2%
GL
506
Graypoint LLC
New York
$287K +$8.97K +45 +4%
FMLI
507
Fukoku Mutual Life Insurance
Japan
$286K
Bank of Nova Scotia
508
Bank of Nova Scotia
Ontario, Canada
$280K +$4.18K +21 +2%
Optiver Holding
509
Optiver Holding
Netherlands
$278K +$248K +1,247 +5,196%
EFS
510
Essex Financial Services
Connecticut
$277K -$7.97K -40 -3%
IP
511
Isthmus Partners
Wisconsin
$273K +$249K +1,248 New
FFM
512
Forum Financial Management
Illinois
$270K
ACGA
513
Atlanta Consulting Group Advisors
Georgia
$269K +$245K +1,230 New
PSP
514
Principal Street Partners
Tennessee
$268K
MTC
515
McDaniel Terry & Co
Texas
$268K +$244K +1,226 New
SP
516
Saranac Partners
$268K -$198K -993 -34%
BFG
517
Bleakley Financial Group
New Jersey
$260K +$238K +1,192 New
SW
518
Simplicity Wealth
New Jersey
$260K +$238K +1,192 New
WFI
519
West Family Investments
California
$259K +$1.59K +8 +0.7%
PA
520
Pinnacle Associates
New York
$257K +$234K +1,175 New
GDP
521
Great Diamond Partners
Maine
$253K +$2.79K +14 +1%
CPA
522
Cardiff Park Advisors
California
$252K +$996 +5 +0.4%
LGF
523
LGT Group Foundation
Liechtenstein
$247K
CFGS
524
Concourse Financial Group Securities
Alabama
$246K +$166K +832 +286%
DWM
525
Drive Wealth Management
Utah
$245K +$16.3K +82 +8%

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.