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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
SQA
576
Simon Quick Advisors
New Jersey
$225K +$230K +1,133 New
IA
577
IFP Advisors
Florida
$225K +$105K +518 +88%
BFG
578
Bleakley Financial Group
New Jersey
$221K -$48.8K -241 -18%
GCM
579
Gladius Capital Management
Illinois
$219K -$19.2K -95 -8%
PWPS
580
Pinnacle Wealth Planning Services
Ohio
$219K -$107K -530 -32%
APC
581
Aspire Private Capital
North Carolina
$217K
CIC
582
Carnegie Investment Counsel
Ohio
$216K
ESB
583
Essex Savings Bank
Connecticut
$216K
DWM
584
Drive Wealth Management
Utah
$216K -$15.8K -78 -7%
LCWP
585
Legacy Capital Wealth Partners
Arkansas
$213K +$217K +1,073 New
AAM
586
Auxier Asset Management
Oregon
$208K
WT
587
Whittier Trust
California
$208K
BSC
588
Brown Shipley & Co
United Kingdom
$205K +$209K +1,030 New
BA
589
Bridgewater Associates
Connecticut
$204K +$210K +1,037 New
AFG
590
Atomi Financial Group
New York
$204K +$208K +1,025 New
KWM
591
Kolinsky Wealth Management
New Jersey
$204K -$15.8K -78 -7%
AWS
592
Atria Wealth Solutions
New York
$202K +$205K +1,012 New
FL
593
Fort LP
Maryland
$202K -$57.9K -286 -22%
SW
594
Simplicity Wealth
New Jersey
$201K -$323K -1,593 -61%
CIBC Private Wealth Group
595
CIBC Private Wealth Group
Georgia
$188K -$42.7K -211 -18%
AAP
596
Arax Advisory Partners
Colorado
$185K -$19.6K -97 -9%
Jones Financial Companies
597
Jones Financial Companies
Missouri
$161K +$156K +768 +2,400%
CFM
598
Catalyst Funds Management
Australia
$139K +$142K +700 New
QL
599
Quarry LP
New York
$129K +$132K +651 New
SOW
600
State of Wyoming
Wyoming
$125K -$213K -1,050 -63%

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.