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Ferguson
FERG

Overview Fund Activity

515 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 60 closing their positions.

Holders
515
Holders Change
+48
Holders Change %
+10.28%
% of All Funds
8.12%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
190
Reduced
156
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2B
2
Franklin Resources
2
Franklin Resources
California
$365M
3
State Street
3
State Street
Massachusetts
$592M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$156M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$450M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
SCA
2
Southpoint Capital Advisors
New York
$205M
3
NCMU
3
NAYA Capital Management (UK)
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.11B
5
JFG
5
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
551
Wolverine Trading
Illinois
– -$560K -4,255 Closed
LOAMS
552
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$545K -4,074 Closed
CWA
553
CM Wealth Advisors
Ohio
– -$487K -3,637 Closed
EGM
554
Engineers Gate Manager
New York
– -$481K -3,594 Closed
IAIM
555
Industrial Alliance Investment Management
Quebec, Canada
– -$389K -2,910 Closed
PFS
556
Prospera Financial Services
Texas
– -$360K -2,694 Closed
DT
557
Diversified Trust
Tennessee
– -$353K -2,636 Closed
LOAMU
558
Lombard Odier Asset Management (USA)
New York
– -$352K -2,635 Closed
RC
559
RBF Capital
California
– -$316K -2,400 Closed
PTC
560
Petrus Trust Company
Texas
– -$297K -2,224 Closed
HS
561
HighVista Strategies
Massachusetts
– -$246K -1,840 Closed
CC
562
Centiva Capital
New York
– -$214K -1,598 Closed
BAM
563
Belpointe Asset Management
Nevada
– -$113K -846 Closed
FCA
564
Fortis Capital Advisors
Kansas
– -$62.6K -468 Closed
MIA
565
Milestone Investment Advisors
Wisconsin
– -$38K -284 Closed
FGAM
566
Financial Gravity Asset Management
Texas
– -$41 -134 Closed
TFM
567
TFC Financial Management
Massachusetts
– -$12.3K -92 Closed
ASN
568
Advisory Services Network
Georgia
– -$12K -90 Closed
SSC
569
Syverson Strege & Co
Iowa
– -$4.15K -31 Closed
MCM
570
Manchester Capital Management
Vermont
– -$3.48K -26 Closed
AAS
571
Ameritas Advisory Services
Nebraska
– -$3.31K -24 Closed
BFPW
572
BOK Financial Private Wealth
Colorado
– -$2.81K -21 Closed
GWM
573
Guardian Wealth Management
Illinois
– -$2.68K -20 Closed
SC
574
Schubert & Co
Texas
– -$2.27K -17 Closed
TWD
575
True Wealth Design
Ohio
– -$1.61K -12 Closed
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