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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
T
701
Transce3nd
Texas
$694 +$794 +4 New
VWA
702
Valued Wealth Advisors
Utah
$524
PWM
703
Parkworth Wealth Management
California
$521 +$596 +3 New
1IA
704
1620 Investment Advisors
Massachusetts
$510
CA
705
Crewe Advisors
Utah
$348 +$397 +2 New
FPF
706
First Pacific Financial
Washington
$348 +$397 +2 New
FWM
707
FLP Wealth Management
Arkansas
$185 +$199 +1 New
CIA
708
Cape Investment Advisory
Georgia
$174 +$199 +1 New
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8 -$256K -1,291 Closed
AIM
710
Alphinity Investment Management
Australia
-$123M -621,032 Closed
Jennison Associates
711
Jennison Associates
New York
-$110M -559,743 Closed
HF
712
HRT Financial
New York
-$61.1M -307,746 Closed
JCM
713
Junto Capital Management
New York
-$51.3M -258,559 Closed
IP
714
Interval Partners
New York
-$25M -125,932 Closed
Squarepoint
715
Squarepoint
New York
-$20.5M -103,317 Closed
JF
716
Jump Financial
Illinois
-$16.1M -81,193 Closed
TIAA Trust, National Association
717
TIAA Trust, National Association
North Carolina
-$10.8M -54,398 Closed
AC
718
Albar Capital
United Kingdom
-$9.56M -48,164 Closed
CI
719
Cooper Investors
Australia
-$8.93M -44,974 Closed
Westfield Capital Management
720
Westfield Capital Management
Massachusetts
-$6.23M -31,358 Closed
WIA
721
Westbourne Investment Advisors
Maryland
-$5.21M -26,224 Closed
ECM
722
English Capital Management
Michigan
-$4.78M -24,093 Closed
Optiver Holding
723
Optiver Holding
Netherlands
-$4.09M -20,606 Closed
SEC
724
Seven Eight Capital
New York
-$3.61M -18,161 Closed
QCM
725
Qsemble Capital Management
New York
-$3.45M -17,390 Closed

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.