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
SPA
526
Sherbrooke Park Advisers
New York
$350K -$208K -1,025 -37%
ITFISA
527
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$347K +$355K +1,750 New
FMP
528
Financial Management Professionals
Texas
$345K +$5.27K +26 +2%
HNB
529
Huntington National Bank
Ohio
$341K +$34K +168 +11%
LA
530
Legacy Advisors
Pennsylvania
$334K +$14.2K +70 +4%
CF
531
Corebridge Financial
Texas
$331K -$10.9K -54 -3%
QCG
532
Quadrant Capital Group
Ohio
$327K +$4.46K +22 +1%
WA
533
Waverly Advisors
Alabama
$324K -$158K -779 -32%
PWP
534
Perfromance Wealth Partners
Illinois
$321K +$327K +1,615 New
PA
535
Parallel Advisors
California
$320K -$106K -522 -24%
VCA
536
Verdence Capital Advisors
Maryland
$315K -$204K -1,006 -39%
SAM
537
Smartleaf Asset Management
Massachusetts
$311K +$77.4K +382 +33%
PAG
538
Private Advisor Group
New Jersey
$301K -$8.91K -44 -3%
CWR
539
Chico Wealth RIA
California
$298K
DWM
540
Dynasty Wealth Management
Florida
$295K +$70.5K +348 +31%
P
541
&Partners
Tennessee
$292K +$47.6K +235 +19%
KIM
542
Kestra Investment Management
Texas
$289K -$266K -1,312 -47%
CT
543
Colonial Trust
South Carolina
$289K -$72.5K -358 -20%
DWA
544
Douglass Winthrop Advisors
New York
$282K
PWM
545
Perigon Wealth Management
California
$277K -$10.1K -50 -3%
BRWA
546
B. Riley Wealth Advisors
Florida
$272K -$19.9K -98 -7%
PWP
547
Phillips Wealth Planners
Mississippi
$270K +$3.85K +19 +1%
CFP
548
Curran Financial Partners
South Carolina
$269K
BWP
549
BSW Wealth Partners
Colorado
$269K -$73.5K -363 -21%
WMA
550
West Michigan Advisors
Michigan
$268K -$5.47K -27 -2%

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.