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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
HI
576
Harbour Investments
Wisconsin
$34.1K
PTC
577
Private Trust Company
Ohio
$33.6K -$6.58K -33 -18%
NA
578
NewEdge Advisors
Louisiana
$30.2K -$7.97K -40 -22%
MCM
579
MV Capital Management
Maryland
$30.1K +$398 +2 +1%
Walleye Trading
580
Walleye Trading
New York
$30.1K +$1.4K +7 +5%
Credit Agricole
581
Credit Agricole
France
$29.8K +$28.3K +142 New
VWM
582
Venturi Wealth Management
Texas
$29.7K +$10.2K +51 +60%
WIA
583
Wetzel Investment Advisors
Indiana
$26.6K +$4.58K +23 +22%
ETC
584
Exchange Traded Concepts
Oklahoma
$26.4K +$11.2K +56 +86%
JWA
585
JFS Wealth Advisors
Pennsylvania
$24.2K +$15.3K +77 +226%
SC
586
SouthState Corp
Florida
$24K
C
587
Covestor
United Kingdom
$23K -$49.2K -247 -70%
KFS
588
Kelly Financial Services
Massachusetts
$22.7K +$13K +65 +167%
SN
589
Sittner & Nelson
Oregon
$21.8K
QL
590
Quarry LP
New York
$21.6K
BWP
591
Baldwin Wealth Partners
Massachusetts
$21.6K +$398 +2 +2%
ITIM
592
Indiana Trust & Investment Management
Indiana
$19.7K +$17.9K +90 New
QC
593
Quent Capital
New York
$18.1K
AF
594
Allworth Financial
California
$17.3K +$3.59K +18 +30%
BIA
595
Bell Investment Advisors
California
$15.3K +$797 +4 +6%
Jones Financial Companies
596
Jones Financial Companies
Missouri
$15.1K +$13.7K +69 New
CWC
597
Carolinas Wealth Consulting
North Carolina
$13.8K +$2.59K +13 +26%
ECM
598
Engine Capital Management
New York
$13.8K
EBA
599
Eagle Bay Advisors
New York
$12.7K +$3.39K +17 +41%
GBT
600
Grove Bank & Trust
Florida
$12.5K

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.