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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
IC
526
IEQ Capital
California
$232K +$21.8K +104 +10%
MTC
527
McDaniel Terry & Co
Texas
$229K -$8.81K -42 -3%
DWM
528
Drive Wealth Management
Utah
$226K +$9.02K +43 +4%
SC
529
Steph & Co
Wisconsin
$225K +$74K +353 +44%
CPA
530
Cardiff Park Advisors
California
$225K +$839 +4 +0.3%
SAM
531
Smartleaf Asset Management
Massachusetts
$224K +$139K +662 +134%
TIAA Trust, National Association
532
TIAA Trust, National Association
North Carolina
$223K -$14.2M -67,779 -98%
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$221K -$191K -912 -44%
DWM
534
Dynasty Wealth Management
Florida
$220K +$238K +1,135 New
WFI
535
West Family Investments
California
$219K -$11.5K -55 -5%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$218K +$32.9K +157 +16%
KWM
537
Kolinsky Wealth Management
New Jersey
$214K +$231K +1,103 New
APC
538
Aspire Private Capital
North Carolina
$212K – – –
CIC
539
Carnegie Investment Counsel
Ohio
$211K – – –
ESB
540
Essex Savings Bank
Connecticut
$211K -$5.24K -25 -2%
GDP
541
Great Diamond Partners
Maine
$208K -$17K -81 -7%
TFIPS
542
Towarzystwo Funduszy Inwestycyjnych PZU SA
$207K – – –
MOS
543
MGO One Seven
Ohio
$204K +$221K +1,054 New
AAM
544
Auxier Asset Management
Oregon
$203K -$199K -950 -48%
OR
545
Olympiad Research
Connecticut
$203K -$102K -487 -32%
WT
546
Whittier Trust
California
$203K +$8.81K +42 +4%
AAP
547
Arax Advisory Partners
Colorado
$199K +$12.4K +59 +6%
TRCT
548
Tower Research Capital (TRC)
New York
$166K -$2.13M -10,146 -92%
AWM
549
Avior Wealth Management
Nebraska
$156K +$9.02K +43 +6%
TWP
550
Triad Wealth Partners
Kansas
$126K +$136K +649 New
20 21
22
23 24

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.