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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
GGA
501
Granite Group Advisors
Connecticut
$275K – – –
DWA
502
Douglass Winthrop Advisors
New York
$275K -$8.39K -40 -3%
LGF
503
LGT Group Foundation
Liechtenstein
$272K +$57.5K +274 +24%
FI
504
FWG Investments
Kentucky
$272K +$3.77K +18 +1%
LSAG
505
Lake Street Advisors Group
New Hampshire
$271K -$8.81K -42 -3%
WMA
506
West Michigan Advisors
Michigan
$267K +$288K +1,371 New
PNC
507
Park National Corp
Ohio
$265K +$6.08K +29 +2%
CFP
508
Curran Financial Partners
South Carolina
$262K – – –
BFG
509
Bleakley Financial Group
New Jersey
$262K +$33.8K +161 +14%
AIC
510
Archer Investment Corporation
Indiana
$262K – – –
AT
511
American Trust
Kentucky
$255K -$36.3K -173 -12%
FMLI
512
Fukoku Mutual Life Insurance
Japan
$254K – – –
HFS
513
Hantz Financial Services
Michigan
$253K +$95K +453 +53%
FL
514
Fort LP
Maryland
$252K -$21.4K -102 -7%
PWP
515
Phillips Wealth Planners
Mississippi
$251K -$6.29K -30 -2%
CGL
516
Clarius Group LLC
Washington
$250K -$257K -1,225 -49%
GL
517
Graypoint LLC
New York
$247K -$7.76K -37 -3%
VWM
518
Venturi Wealth Management
Texas
$246K +$238K +1,136 +835%
IP
519
Isthmus Partners
Wisconsin
$242K – – –
CFGS
520
Concourse Financial Group Securities
Alabama
$241K +$25K +119 +11%
P
521
&Partners
Tennessee
$241K +$66.7K +318 +34%
FFM
522
Forum Financial Management
Illinois
$239K +$419 +2 +0.2%
SP
523
Saranac Partners
$235K – – –
PSP
524
Principal Street Partners
Tennessee
$235K – – –
GCM
525
Gladius Capital Management
Illinois
$232K -$203K -967 -45%
19 20
21
22 23

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.