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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
PTC
626
Private Trust Company
Ohio
$44.8K +$24.6K +124 +93%
AT
627
Avalon Trust
New Mexico
$38.7K -$6.75K -34 -13%
MA
628
MCF Advisors
Kentucky
$37.4K
CFO
629
CVA Family Office
Colorado
$35.6K +$2.98K +15 +8%
OPTFSNA
630
Old Point Trust & Financial Services N A
Virginia
$35.1K
ACM
631
Aster Capital Management
United Arab Emirates
$34.9K -$5.28M -26,574 -99%
SR
632
Summer Road
Florida
$34.7K
BCM
633
Berbice Capital Management
New York
$34.7K +$39.7K +200 New
LFA
634
LGT Financial Advisors
Texas
$34.4K +$20.3K +102 +106%
Fifth Third Bancorp
635
Fifth Third Bancorp
Ohio
$28.3K -$5.96K -30 -16%
HI
636
Harbour Investments
Wisconsin
$27.1K
WSFS
637
Wilmington Savings Fund Society
Delaware
$26.9K -$35.5K -179 -54%
MCM
638
Manchester Capital Management
Vermont
$26.2K +$27K +136 +907%
CWP
639
Clark Wealth Partners
Illinois
$26K +$29.8K +150 New
AF
640
Allworth Financial
California
$25.4K +$8.94K +45 +49%
ADL
641
Asset Dedication LLC
California
$23.8K
TPCW
642
TD Private Client Wealth
New York
$22.7K -$12.1K -61 -32%
SIC
643
SJS Investment Consulting
Ohio
$22.2K +$21.1K +106 +482%
SS
644
Sunbelt Securities
Texas
$21K +$24K +121 New
KIM
645
Kestra Investment Management
Texas
$20.6K -$266K -1,337 -92%
Lazard Asset Management
646
Lazard Asset Management
New York
$20K -$2.19K -11 -8%
BIG
647
Brooklyn Investment Group
New York
$19.3K -$22.8K -115 -51%
RA
648
Ransom Advisory
Rhode Island
$19.3K
SC
649
SouthState Corp
Florida
$19.1K
QC
650
Quent Capital
New York
$14.4K

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.