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Ferguson

709 hedge funds and large institutions have $30.7B invested in Ferguson in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 230 increasing their positions, 293 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

3.66% more ownership

Funds ownership: 84.7%88.36% (+3.7%)

9% more call options, than puts

Call options by funds: $99.6M | Put options by funds: $91.5M

0% more funds holding

Funds holding: 707709 (+2)

21% less capital invested

Capital invested by funds: $38.7B → $30.7B (-$8.09B)

22% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 293

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

Holders
709
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
118
Increased
230
Reduced
293
Closed
106
Calls
$99.6M
Puts
$91.5M
Net Calls
+$8.08M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
501
Nicolet Advisory Services
Wisconsin
$419K +$9.33K +47 +2%
YIH
502
Y-Intercept (HK)
Hong Kong
$408K +$466K +2,348 New
YC
503
Yarbrough Capital
Tennessee
$405K
RWM
504
Ritholtz Wealth Management
New York
$402K -$35.2K -177 -7%
NA
505
NewEdge Advisors
Louisiana
$397K +$28.6K +144 +7%
CCIA
506
Campbell & Co Investment Adviser
Maryland
$391K -$586K -2,951 -57%
CCM
507
Cinctive Capital Management
New York
$386K +$442K +2,224 New
FIA
508
Foundations Investment Advisors
Arizona
$385K +$439K +2,213 New
IIM
509
INTECH Investment Management
Florida
$380K -$576K -2,900 -57%
DWM
510
Dakota Wealth Management
Florida
$378K -$17.9K -90 -4%
BAM
511
Blueshift Asset Management
New Jersey
$375K -$326K -1,644 -43%
EWA
512
EverSource Wealth Advisors
Alabama
$374K +$55.4K +279 +15%
LF
513
Lansforsakringar Fondforvaltning
Sweden
$372K +$426K +2,145 New
QI
514
Qtron Investments
Massachusetts
$371K
FSA
515
Franklin Street Advisors
North Carolina
$369K
P
516
&Partners
Tennessee
$362K +$119K +600 +41%
CI
517
Cigna Investments
Connecticut
$358K
FFB
518
First Financial Bankshares
Texas
$357K +$408K +2,054 New
PF
519
Phoenix Financial
Israel
$354K -$19.5K -98 -5%
TPW
520
Transatlantique Private Wealth
New York
$349K
FHB
521
First Hawaiian Bank
Hawaii
$342K +$391K +1,971 New
OFS
522
OneAscent Financial Services
Alabama
$340K -$70.1K -353 -15%
FMP
523
Financial Management Professionals
Texas
$339K +$43.1K +217 +12%
SWM
524
Spire Wealth Management
Virginia
$339K +$388K +1,953 New
VFA
525
Values First Advisors
Tennessee
$338K -$29.2K -147 -7%

FERG Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2024, worth a combined $30.7B — down 21% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new FERG positions and 106 closed out — a net gain of 12 holders — while 230 added to existing stakes and 293 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $635M. The largest seller was APG Asset Management, cutting an estimated $490M.

  • 709 institutional investors held Ferguson (FERG) as of Q4 2024, up from 707 in Q3 2024.
  • Funds reported $30.7B of Ferguson stock for Q4 2024, down 21% quarter-over-quarter.
  • 118 funds opened new Ferguson positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Ferguson buyer in Q4 2024 was Parnassus Investments, an estimated $635M added.
  • The largest Ferguson seller in Q4 2024 was APG Asset Management, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2024.