FERG icon

Ferguson
FERG

Overview Fund Activity

551 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+36
Holders Change %
+6.99%
% of All Funds
8.79%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.49%
New
80
Increased
221
Reduced
180
Closed
41
Calls
$63.4M
Puts
$32.4M
Net Calls
+$31M
Net Calls Change
+$22.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$269M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$155M
3
BBA
Baader Bank Aktiengesellschaft
Germany
$88.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$82.8M
5
UBS AM
UBS AM
Illinois
$176M

Top Sellers

1
PL
Perpetual Ltd
Australia
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
MGIM
M&G Investment Management
United Kingdom
$7.05B
4
Barclays
Barclays
United Kingdom
$113M
5
SCA
Southpoint Capital Advisors
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
526
VisionPoint Advisory Group
Texas
$2.96K -$2.14K -13 -42%
OC
527
Oakworth Capital
Alabama
$2.96K – – –
CTC
528
Central Trust Company
Missouri
$2.63K – – –
OLVIG
529
Oliver Lagore Vanvalin Investment Group
Michigan
$2.63K +$2.63K +16 New
First Manhattan
530
First Manhattan
New York
$2.63K +$2.63K +16 New
CA
531
Crewe Advisors
Utah
$2.47K – – –
CWP
532
Concord Wealth Partners
Virginia
$2.3K – – –
VCM
533
Versant Capital Management
Arizona
$2.14K +$164 +1 +8%
PCM
534
Penserra Capital Management
California
$2K +$667 +6 +50%
AW
535
Avion Wealth
Texas
$2K +$824 +7 +70%
PPC
536
Park Place Capital
Alabama
$1.97K -$45.2K -275 -96%
SIC
537
SJS Investment Consulting
Ohio
$1.97K +$1.97K +12 New
CPG
538
Cornerstone Planning Group
New Jersey
$1.81K – – –
Group One Trading
539
Group One Trading
Illinois
$1.65K +$1.65K +10 New
FGAM
540
Financial Gravity Asset Management
Texas
$1.39K +$1.39K +8 New
ME
541
McIlrath & Eck
Washington
$1.32K – – –
AWM
542
Abound Wealth Management
Tennessee
$1.25K – – –
SCA
543
Stonebridge Capital Advisors
Minnesota
$1.15K +$1.15K +7 New
GI
544
Gradient Investments
Minnesota
$987 – – –
CP
545
Castleview Partners
Texas
$822 -$658 -4 -44%
M
546
MOTCO
Texas
$822 – – –
BWM
547
Baystate Wealth Management
Massachusetts
$335 – – –
Kayne Anderson Rudnick Investment Management
548
Kayne Anderson Rudnick Investment Management
California
$329 – – –
TWD
549
True Wealth Design
Ohio
$329 +$329 +2 New
BAAM
550
Baker Avenue Asset Management
California
$329 +$329 +2 New
20 21
22
23 24