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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
NRG
651
Nemes Rush Group
Michigan
$874 +$797 +4 New
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$658
CP
653
Castleview Partners
Texas
$655 -$199 -1 -25%
BHWM
654
Beaird Harris Wealth Management
Texas
$437
TCM
655
TD Capital Management
Tennessee
$437 +$398 +2 New
TFM
656
TFC Financial Management
Massachusetts
$219 +$199 +1 New
RS
657
Rakuten Securities
Japan
$218 +$199 +1 New
TCI Fund Management
658
TCI Fund Management
United Kingdom
-$84.3M -436,695 Closed
ZIG
659
Zurich Insurance Group
Switzerland
-$51.1M -264,789 Closed
CCMG
660
Clark Capital Management Group
Pennsylvania
-$41M -212,545 Closed
IP
661
Interval Partners
New York
-$11.2M -57,905 Closed
SFI
662
Susquehanna Fundamental Investments
Pennsylvania
-$8.32M -43,112 Closed
Holocene Advisors
663
Holocene Advisors
New York
-$5.23M -27,101 Closed
TAM
664
Tabor Asset Management
New York
-$4.77M -24,721 Closed
AA
665
Armor Advisors
New York
-$4.23M -21,925 Closed
ZIM
666
Zacks Investment Management
Illinois
-$3.76M -19,468 Closed
IIM
667
INTECH Investment Management
Florida
-$3.68M -19,073 Closed
OPERF
668
Oregon Public Employees Retirement Fund
Oregon
-$3.15M -16,309 Closed
CM
669
Caption Management
Oklahoma
-$2.9M -15,000 Closed
SCM
670
Sandler Capital Management
New York
-$2.7M -14,000 Closed
Two Sigma Investments
671
Two Sigma Investments
New York
-$2.32M -12,000 Closed
ACG
672
Aventail Capital Group
New York
-$1.93M -10,000 Closed
FI
673
FJ Investments
Utah
-$1.74M -9,023 Closed
LA
674
LBP AM
France
-$1.67M -8,669 Closed
PRC
675
Pearl River Capital
Michigan
-$1.64M -8,495 Closed

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.