We are live on ! Find out more
FERG icon

Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
526
Aspire Private Capital
North Carolina
$239K
IC
527
IEQ Capital
California
$239K +$218K +1,094 New
CIC
528
Carnegie Investment Counsel
Ohio
$238K -$14.1K -71 -6%
TFIPS
529
Towarzystwo Funduszy Inwestycyjnych PZU SA
$234K
GM
530
GeoWealth Management
Illinois
$228K +$208K +1,046 New
ONB
531
Old National Bancorp
Indiana
$221K -$13.7K -69 -6%
WT
532
Whittier Trust
California
$220K +$137K +688 +216%
KP
533
Keel Point
Alabama
$219K -$35.3K -177 -15%
MAS
534
Meeder Advisory Services
Ohio
$219K +$200K +1,003 New
KCM
535
Kennedy Capital Management
Missouri
$216K +$197K +987 New
ESB
536
Essex Savings Bank
Connecticut
$215K
BMCM
537
Bryn Mawr Capital Management
Pennsylvania
$215K -$53.6K -269 -21%
WC
538
Waterloo Capital
Texas
$214K +$195K +978 New
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$212K +$42.2K +212 +28%
AAP
540
Arax Advisory Partners
Colorado
$212K
NGA
541
Naples Global Advisors
Florida
$210K +$190K +956 New
CWA
542
CM Wealth Advisors
Ohio
$204K +$186K +933 New
P
543
&Partners
Tennessee
$203K +$185K +928 New
AGC
544
Aspen Grove Capital
Colorado
$202K +$184K +923 New
ACA
545
Atlas Capital Advisors
Wyoming
$193K +$176K +882 New
HFS
546
Hantz Financial Services
Michigan
$187K +$170K +854 New
SC
547
Steph & Co
Wisconsin
$177K +$161K +809 New
AWM
548
Avior Wealth Management
Nebraska
$167K +$131K +655 +601%
IA
549
IFP Advisors
Florida
$124K +$3.79K +19 +3%
BF
550
BOK Financial
Oklahoma
$123K -$13K -65 -10%

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.