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Ferguson

654 hedge funds and large institutions have $43.2B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 262 increasing their positions, 230 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+31
Holders Change %
+4.98%
% 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
0.38%
New
91
Increased
262
Reduced
230
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
501
Phillips Wealth Planners
Mississippi
$289K +$289K +1,340 New
IPW
502
Impact Partnership Wealth
Georgia
$287K +$4.59K +21 +2%
GL
503
Graypoint LLC
New York
$287K +$9.83K +45 +4%
FMLI
504
Fukoku Mutual Life Insurance
Japan
$286K
Bank of Nova Scotia
505
Bank of Nova Scotia
Ontario, Canada
$280K +$4.59K +21 +2%
Optiver Holding
506
Optiver Holding
Netherlands
$278K +$272K +1,247 +5,196%
EFS
507
Essex Financial Services
Connecticut
$277K -$8.74K -40 -3%
IP
508
Isthmus Partners
Wisconsin
$273K +$273K +1,248 New
FFM
509
Forum Financial Management
Illinois
$270K
ACGA
510
Atlanta Consulting Group Advisors
Georgia
$269K +$269K +1,230 New
PSP
511
Principal Street Partners
Tennessee
$268K
MTC
512
McDaniel Terry & Co
Texas
$268K +$268K +1,226 New
SW
513
Simplicity Wealth
New Jersey
$260K +$260K +1,192 New
BFG
514
Bleakley Financial Group
New Jersey
$260K +$260K +1,192 New
WFI
515
West Family Investments
California
$259K +$1.75K +8 +0.7%
PA
516
Pinnacle Associates
New York
$257K +$257K +1,175 New
GDP
517
Great Diamond Partners
Maine
$253K +$3.06K +14 +1%
CPA
518
Cardiff Park Advisors
California
$252K +$1.09K +5 +0.4%
LGF
519
LGT Group Foundation
Liechtenstein
$247K
CFGS
520
Concourse Financial Group Securities
Alabama
$246K +$182K +832 +286%
DWM
521
Drive Wealth Management
Utah
$245K +$18K +82 +8%
APC
522
Aspire Private Capital
North Carolina
$239K
IC
523
IEQ Capital
California
$239K +$239K +1,094 New
CIC
524
Carnegie Investment Counsel
Ohio
$238K -$15.5K -71 -6%
TFIPS
525
Towarzystwo Funduszy Inwestycyjnych PZU SA
$234K