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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
FFO
601
Fortitude Family Office
Arizona
$11.8K
RG
602
Retirement Group
California
$11.8K +$10.8K +54 New
RWA
603
Redmont Wealth Advisors
Illinois
$11.6K +$10.6K +53 New
HWA
604
Heritage Wealth Advisors
Virginia
$11.4K
PWMG
605
Private Wealth Management Group
New Jersey
$10K
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$9.39K +$1.99K +10 +30%
GGI
607
Godsey & Gibb Inc
Virginia
$8.52K +$7.77K +39 New
CCA
608
Criterion Capital Advisors
Tennessee
$8.3K
HWA
609
HHM Wealth Advisors
Tennessee
$8.08K
BGAI
610
Bruce G. Allen Investments
Colorado
$7.86K
AFWM
611
Abich Financial Wealth Management
Virginia
$7.64K +$1.4K +7 +25%
CAL
612
Capital Advisors Ltd
Ohio
$7K +$398 +2 +7%
PFBT
613
Parkside Financial Bank & Trust
Missouri
$6.77K +$1.59K +8 +35%
KFI
614
Key Financial Inc
Pennsylvania
$6.33K
CNBTD
615
Citizens National Bank Trust Department
Mississippi
$6.12K +$5.58K +28 New
RFG
616
RFP Financial Group
Georgia
$6.12K +$5.58K +28 New
NS
617
NBC Securities
Alabama
$6K
TFA
618
Transamerica Financial Advisors
Florida
$6K +$3.98K +20 +286%
PA
619
Pineridge Advisors
Missouri
$5.7K -$1.99K -10 -28%
LI
620
LRI Investments
Florida
$5.46K +$4.98K +25 New
Group One Trading
621
Group One Trading
Illinois
$5.24K +$4.78K +24 New
CAM
622
Creekmur Asset Management
Illinois
$5.02K +$4.58K +23 New
AW
623
Avion Wealth
Texas
$5K +$797 +4 +25%
MCM
624
Manchester Capital Management
Vermont
$4.81K +$1.79K +9 +69%
AF
625
Advisornet Financial
Minnesota
$4.37K -$2.39K -12 -38%

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.