We are live on ! Find out more
FERG icon

Ferguson

707 hedge funds and large institutions have $38.7B invested in Ferguson in 2024 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 237 increasing their positions, 246 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 94

59% more funds holding in top 10

Funds holding in top 10: 1727 (+10)

16% more call options, than puts

Call options by funds: $133M | Put options by funds: $115M

8% more capital invested

Capital invested by funds: $35.8B → $38.7B (+$2.99B)

8% more funds holding

Funds holding: 655707 (+52)

3.91% more ownership

Funds ownership: 80.79%84.7% (+3.9%)

4% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 246

Holders
707
Holders Change
+52
Holders Change %
+7.94%
% of All Funds
10.15%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.39%
New
151
Increased
237
Reduced
246
Closed
94
Calls
$133M
Puts
$115M
Net Calls
+$17.8M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
501
OneAscent Wealth Management
Alabama
$436K -$17.8K -88 -4%
GS
502
GTS Securities
New York
$435K +$444K +2,193 New
CI Investments Inc
503
CI Investments Inc
Ontario, Canada
$431K -$164K -809 -27%
PF
504
Phoenix Financial
Israel
$425K +$41.1K +203 +10%
NA
505
NewEdge Advisors
Louisiana
$425K +$387K +1,912 +839%
QI
506
Qtron Investments
Massachusetts
$425K
FSA
507
Franklin Street Advisors
North Carolina
$422K
HBS
508
Howard Bailey Securities
Indiana
$419K +$427K +2,110 New
VFA
509
Values First Advisors
Tennessee
$415K -$9.52K -47 -2%
CIBC World Market
510
CIBC World Market
Ontario, Canada
$413K -$3M -14,805 -88%
CI
511
Cigna Investments
Connecticut
$411K -$12.8K -63 -3%
TPW
512
Transatlantique Private Wealth
New York
$400K -$4.46K -22 -1%
CGIM
513
Cannon Global Investment Management
Florida
$397K +$405K +2,000 New
AWA
514
Arkadios Wealth Advisors
Georgia
$396K +$404K +1,993 New
MFA
515
Mayflower Financial Advisors
Massachusetts
$388K +$12.4K +61 +3%
HGERS
516
Householder Group Estate & Retirement Specialist
Arizona
$387K +$1.22K +6 +0.3%
SCA
517
Scott Capital Advisors
Oregon
$380K +$81.8K +404 +27%
Federated Hermes
518
Federated Hermes
Pennsylvania
$379K -$102K -504 -21%
MAS
519
Meeder Advisory Services
Ohio
$374K +$84.5K +417 +28%
MFIM
520
Mesirow Financial Investment Management
Illinois
$373K -$78.4K -387 -17%
EWA
521
EverSource Wealth Advisors
Alabama
$372K -$47K -232 -11%
FCH
522
Freestone Capital Holdings
Washington
$361K
DFCM
523
Dark Forest Capital Management
Puerto Rico
$361K +$368K +1,818 New
CG
524
Cynosure Group
Utah
$359K +$366K +1,807 New
AA
525
ALPS Advisors
Colorado
$357K +$365K +1,800 New

FERG Hedge Fund Activity: Q3 2024 in Review

707 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q3 2024, worth a combined $38.7B — up 8.4% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new FERG positions and 94 closed out — a net gain of 57 holders — while 237 added to existing stakes and 246 trimmed.

The largest buyer was Marshall Wace, adding an estimated $295M. The largest seller was Vanguard Group, cutting an estimated $1.43B.

  • 707 institutional investors held Ferguson (FERG) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $38.7B of Ferguson stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 151 funds opened new Ferguson positions in Q3 2024 and 94 closed out, a net change of +57 holders.
  • The largest Ferguson buyer in Q3 2024 was Marshall Wace, an estimated $295M added.
  • The largest Ferguson seller in Q3 2024 was Vanguard Group, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2024.