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Ferguson

699 hedge funds and large institutions have $38B invested in Ferguson in 2024 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 236 increasing their positions, 242 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+49
Holders Change %
+7.54%
% of All Funds
10.11%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.39%
New
148
Increased
236
Reduced
242
Closed
94
Calls
$133M
Puts
$115M
Net Calls
+$17.8M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
526
Waverly Advisors
Alabama
$324K -$155K -779 -32%
PWP
527
Perfromance Wealth Partners
Illinois
$321K +$321K +1,615 New
PA
528
Parallel Advisors
California
$320K -$104K -522 -24%
VCA
529
Verdence Capital Advisors
Maryland
$315K -$200K -1,006 -39%
SAM
530
Smartleaf Asset Management
Massachusetts
$311K +$77.1K +382 +33%
PAG
531
Private Advisor Group
New Jersey
$301K -$8.74K -44 -3%
CWR
532
Chico Wealth RIA
California
$298K
DWM
533
Dynasty Wealth Management
Florida
$295K +$69.1K +348 +31%
P
534
&Partners
Tennessee
$292K +$46.3K +235 +19%
KIM
535
Kestra Investment Management
Texas
$289K -$261K -1,312 -47%
CT
536
Colonial Trust
South Carolina
$289K -$72.3K -358 -20%
DWA
537
Douglass Winthrop Advisors
New York
$282K
PWM
538
Perigon Wealth Management
California
$277K -$9.93K -50 -3%
BRWA
539
B. Riley Wealth Advisors
Florida
$272K -$19.5K -98 -7%
PWP
540
Phillips Wealth Planners
Mississippi
$270K +$3.85K +19 +1%
CFP
541
Curran Financial Partners
South Carolina
$269K
BWP
542
BSW Wealth Partners
Colorado
$269K -$72.1K -363 -21%
WMA
543
West Michigan Advisors
Michigan
$268K -$5.38K -27 -2%
EFS
544
Essex Financial Services
Connecticut
$265K -$24.3K -124 -8%
VWM
545
Venturi Wealth Management
Texas
$262K +$9.73K +49 +4%
Walleye Capital
546
Walleye Capital
New York
$261K -$2.67M -13,471 -91%
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$257K +$257K +1,291 New
ONB
548
Old National Bancorp
Indiana
$253K +$253K +1,273 New
GL
549
Graypoint LLC
New York
$252K -$1.19K -6 -0.5%
WFI
550
West Family Investments
California
$250K +$25.8K +130 +12%