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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
RWM
626
Reston Wealth Management
Virginia
$40.3K +$41.1K +203 New
OPTFSNA
627
Old Point Trust & Financial Services N A
Virginia
$40.1K +$40.9K +202 New
ATS
628
Ashton Thomas Securities
New York
$39.5K +$40.3K +199 New
PFG
629
Peterson Financial Group
Iowa
$38.9K +$39.7K +196 New
Fifth Third Bancorp
630
Fifth Third Bancorp
Ohio
$38.3K -$18.6K -92 -32%
TPCW
631
TD Private Client Wealth
New York
$38.1K -$2.84K -14 -7%
CFO
632
CVA Family Office
Colorado
$37.7K +$4.25K +21 +12%
CPA
633
Capital Performance Advisors
California
$36.9K +$37.7K +186 New
HI
634
Harbour Investments
Wisconsin
$31K
VCM
635
Versant Capital Management
Arizona
$29.6K -$52.9K -261 -64%
FCA
636
FinTrust Capital Advisors
South Carolina
$29K -$4.25K -21 -13%
TWD
637
True Wealth Design
Ohio
$28.8K +$27.3K +135 +1,350%
BWP
638
Baldwin Wealth Partners
Massachusetts
$27.9K +$7.29K +36 +35%
ADL
639
Asset Dedication LLC
California
$27.2K +$27.8K +137 New
PTC
640
Private Trust Company
Ohio
$26.6K -$12.2K -60 -31%
Lazard Asset Management
641
Lazard Asset Management
New York
$25K -$4.05K -20 -13%
BF
642
BOK Financial
Oklahoma
$22K -$361K -1,784 -94%
RA
643
Ransom Advisory
Rhode Island
$22K +$22.5K +111 New
SC
644
SouthState Corp
Florida
$21.8K
C
645
Covestor
United Kingdom
$21K
HFM
646
Harvest Fund Management
China
$21K
SN
647
Sittner & Nelson
Oregon
$19.9K
LFA
648
LGT Financial Advisors
Texas
$19.1K -$19K -94 -49%
AF
649
Allworth Financial
California
$18.3K -$8.71K -43 -32%
BIA
650
Bell Investment Advisors
California
$17.1K +$1.01K +5 +6%

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.