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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 %
LSAG
501
Lake Street Advisors Group
New Hampshire
$271K -$8.17K -42 -3%
WMA
502
West Michigan Advisors
Michigan
$267K +$267K +1,371 New
PNC
503
Park National Corp
Ohio
$265K +$5.62K +29 +2%
CFP
504
Curran Financial Partners
South Carolina
$262K
BFG
505
Bleakley Financial Group
New Jersey
$262K +$31.2K +161 +14%
AIC
506
Archer Investment Corporation
Indiana
$262K
AT
507
American Trust
Kentucky
$255K -$33.5K -173 -12%
FMLI
508
Fukoku Mutual Life Insurance
Japan
$254K
HFS
509
Hantz Financial Services
Michigan
$253K +$87.7K +453 +53%
FL
510
Fort LP
Maryland
$252K -$19.8K -102 -7%
PWP
511
Phillips Wealth Planners
Mississippi
$251K -$5.75K -30 -2%
CGL
512
Clarius Group LLC
Washington
$250K -$237K -1,225 -49%
GL
513
Graypoint LLC
New York
$247K -$7.17K -37 -3%
VWM
514
Venturi Wealth Management
Texas
$246K +$220K +1,136 +835%
IP
515
Isthmus Partners
Wisconsin
$242K
CFGS
516
Concourse Financial Group Securities
Alabama
$241K +$23.1K +119 +11%
P
517
&Partners
Tennessee
$241K +$61.6K +318 +34%
FFM
518
Forum Financial Management
Illinois
$239K +$387 +2 +0.2%
PSP
519
Principal Street Partners
Tennessee
$235K
GCM
520
Gladius Capital Management
Illinois
$232K -$187K -967 -45%
IC
521
IEQ Capital
California
$232K +$20.1K +104 +10%
MTC
522
McDaniel Terry & Co
Texas
$229K -$8.12K -42 -3%
DWM
523
Drive Wealth Management
Utah
$226K +$8.36K +43 +4%
SC
524
Steph & Co
Wisconsin
$225K +$68.4K +353 +44%
CPA
525
Cardiff Park Advisors
California
$225K +$775 +4 +0.3%