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Ferguson

709 hedge funds and large institutions have $30.7B invested in Ferguson in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 230 increasing their positions, 293 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

3.66% more ownership

Funds ownership: 84.7%88.36% (+3.7%)

9% more call options, than puts

Call options by funds: $99.6M | Put options by funds: $91.5M

0% more funds holding

Funds holding: 707709 (+2)

21% less capital invested

Capital invested by funds: $38.7B → $30.7B (-$8.09B)

22% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 293

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

Holders
709
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
118
Increased
230
Reduced
293
Closed
106
Calls
$99.6M
Puts
$91.5M
Net Calls
+$8.08M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$101K -$1.5M -7,545 -93%
HNB
602
Hilltop National Bank
Wyoming
$100K +$114K +576 New
AWM
603
Avior Wealth Management
Nebraska
$99.8K -$7.15K -36 -6%
AIM
604
Anchor Investment Management
South Carolina
$97.5K
IA
605
IFP Advisors
Florida
$96K -$111K -557 -50%
MHR
606
Matthew Hamilton Rosenberg
$92.9K
CAWM
607
Capital A Wealth Management
Pennsylvania
$85.6K +$97.7K +492 New
Northwestern Mutual Wealth Management
608
Northwestern Mutual Wealth Management
Wisconsin
$80.9K +$6.55K +33 +8%
CIAM
609
Caitong International Asset Management
Hong Kong
$80.2K +$91.8K +462 New
Nisa Investment Advisors
610
Nisa Investment Advisors
Missouri
$78.5K -$490K -2,469 -85%
LC
611
Lindbrook Capital
California
$75.7K -$1.79K -9 -2%
CFGS
612
Concourse Financial Group Securities
Alabama
$70.7K -$161K -812 -68%
HCP
613
Hexagon Capital Partners
Arkansas
$70.5K -$16.5K -83 -17%
VCM
614
Versant Capital Management
Arizona
$69.3K +$49.6K +250 +168%
QL
615
Quarry LP
New York
$63.9K -$56.2K -283 -43%
SPIA
616
Steward Partners Investment Advisory
New York
$61.4K +$24.6K +124 +54%
MWM
617
Mascoma Wealth Management
New Hampshire
$60.8K
UB
618
UMB Bank
Missouri
$59K +$67.5K +340 New
C
619
Covestor
United Kingdom
$59K +$46.3K +233 +222%
AssetMark Inc
620
AssetMark Inc
California
$57.8K +$19.3K +97 +41%
FFA
621
Farther Finance Advisors
California
$57.3K -$6.75K -34 -9%
GM
622
GeoWealth Management
Illinois
$56.2K +$397 +2 +0.6%
PPC
623
Park Place Capital
Alabama
$49.8K
FHA
624
First Horizon Advisors
Tennessee
$49K +$1.99K +10 +4%
RS
625
R Squared
Hong Kong
$45.1K +$51.6K +260 New

FERG Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2024, worth a combined $30.7B — down 21% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new FERG positions and 106 closed out — a net gain of 12 holders — while 230 added to existing stakes and 293 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $635M. The largest seller was APG Asset Management, cutting an estimated $490M.

  • 709 institutional investors held Ferguson (FERG) as of Q4 2024, up from 707 in Q3 2024.
  • Funds reported $30.7B of Ferguson stock for Q4 2024, down 21% quarter-over-quarter.
  • 118 funds opened new Ferguson positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Ferguson buyer in Q4 2024 was Parnassus Investments, an estimated $635M added.
  • The largest Ferguson seller in Q4 2024 was APG Asset Management, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2024.