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Ferguson
FERG

Overview Fund Activity

650 hedge funds and large institutions have $35.7B invested in Ferguson in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 240 increasing their positions, 253 reducing their positions, and 66 closing their positions.

Holders
650
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
9.46%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
68
Increased
240
Reduced
253
Closed
66
Calls
$44.9M
Puts
$38.9M
Net Calls
+$6.07M
Net Calls Change
-$54.6M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.22B
2
Artisan Partners
2
Artisan Partners
Wisconsin
$212M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$324M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$66M
5
WIM
5
Waverton Investment Management
United Kingdom
$157M

Top Sellers

1
MGP
1
M&G plc
United Kingdom
$4.3B
2
Brown Advisory
2
Brown Advisory
Maryland
$219M
3
UBS AM
3
UBS AM
Illinois
$54.2M
4
BlackRock
4
BlackRock
New York
$2.34B
5
Invesco
5
Invesco
Georgia
$818M
Name Market Value Shares Shares
Change 		Shares
Change %
AS
626
Altshuler Shaham
Israel
$3.49K 18 – –
OC
627
Oakworth Capital
Alabama
$3.49K 18 – –
DPW
628
DiNuzzo Private Wealth
Pennsylvania
$3.49K 18 +7 +64%
CTC
629
Central Trust Company
Missouri
$3.1K 16 – –
WWP
630
WR Wealth Planners
Missouri
$2.71K 14 +3 +27%
HWP
631
Highline Wealth Partners
California
$2.52K 13 +13 New
W
632
WealthCollab
Washington
$2.32K 12 – –
IFAM
633
Institutional & Family Asset Management
Colorado
$2.32K 12 – –
CPG
634
Cornerstone Planning Group
New Jersey
$2.17K 11 – –
CA
635
Continuum Advisory
Idaho
$2.13K 11 – –
TJHA
636
Thomas J. Herzfeld Advisors
Florida
$2.13K 11 +11 New
TFF
637
The Family Firm
Maryland
$2.13K 11 +11 New
FPB
638
First PREMIER Bank
South Dakota
$2K 8 – –
TWD
639
True Wealth Design
Ohio
$1.94K 10 +5 +100%
EWP
640
Elevation Wealth Partners
California
$1.94K 10 +10 New
ME
641
McIlrath & Eck
Washington
$1.55K 8 – –
Kayne Anderson Rudnick Investment Management
642
Kayne Anderson Rudnick Investment Management
California
$1.55K 8 +2 +33%
AWM
643
Abound Wealth Management
Tennessee
$1.45K 7 -2 -22%
SSB
644
Sandy Spring Bank
Maryland
$1.36K 7 +7 New
LFG
645
Larson Financial Group
Missouri
$1.16K 6 – –
CWP
646
Concord Wealth Partners
Virginia
$775 4 – –
LIA
647
Lynx Investment Advisory
District of Columbia
$387 2 +2 New
HIA
648
Harbor Investment Advisory
Maryland
$194 1 -7 -88%
TFM
649
TFC Financial Management
Massachusetts
$194 1 – –
FNWA
650
Financial Network Wealth Advisors
Utah
$194 1 +1 New
24 25
26
27 28