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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
VNA
626
Valley National Advisers
Pennsylvania
$4K +$199 +1 +5%
OC
627
Oakworth Capital
Alabama
$3.93K
AS
628
Altshuler Shaham
Israel
$3.93K +$3.59K +18 New
WTA
629
Washington Trust Advisors
Massachusetts
$3.6K +$3.19K +16 New
CTC
630
Central Trust Company
Missouri
$3.5K
VCM
631
Versant Capital Management
Arizona
$3.5K
SIC
632
SJS Investment Consulting
Ohio
$3.5K +$398 +2 +14%
PCM
633
Penserra Capital Management
California
$3K -$215K -1,080 -98%
W
634
WealthCollab
Washington
$2.62K
IFAM
635
Institutional & Family Asset Management
Colorado
$2.62K +$2.39K +12 New
CA
636
Continuum Advisory
Idaho
$2.43K +$2.19K +11 New
DPW
637
DiNuzzo Private Wealth
Pennsylvania
$2.4K +$398 +2 +22%
CFB
638
Cullen/Frost Bankers
Texas
$2.4K +$2.19K +11 New
WWP
639
WR Wealth Planners
Missouri
$2.4K +$2.19K +11 New
CPG
640
Cornerstone Planning Group
New Jersey
$2.39K
FGAM
641
Financial Gravity Asset Management
Texas
$2.16K -$598 -3 -25%
AWM
642
Abound Wealth Management
Tennessee
$2.07K +$199 +1 +13%
FPB
643
First PREMIER Bank
South Dakota
$2K +$1.59K +8 New
ME
644
McIlrath & Eck
Washington
$1.75K
HIA
645
Harbor Investment Advisory
Maryland
$1.75K +$1.59K +8 New
Kayne Anderson Rudnick Investment Management
646
Kayne Anderson Rudnick Investment Management
California
$1.31K -$398 -2 -25%
LFG
647
Larson Financial Group
Missouri
$1.31K
VAG
648
VisionPoint Advisory Group
Texas
$1.31K
TWD
649
True Wealth Design
Ohio
$1.09K +$598 +3 +150%
CWP
650
Concord Wealth Partners
Virginia
$874

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.