We are live on ! Find out more
FERG icon

Ferguson

210 hedge funds and large institutions have $11.7B invested in Ferguson in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

37.29% more ownership

Funds ownership: 0%37.29% (+37%)

18% more funds holding

Funds holding: 178210 (+32)

9% more capital invested

Capital invested by funds: $10.8B → $11.7B (+$974M)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

Holders
210
Holders Change
+32
Holders Change %
+17.98%
% of All Funds
3.66%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
48
Increased
66
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
51
Davis Selected Advisers
Arizona
$18.9M -$1.22M -9,214 -6%
VRS
52
Virginia Retirement Systems
Virginia
$18.9M -$1.37M -10,310 -7%
Loomis, Sayles & Company
53
Loomis, Sayles & Company
Massachusetts
$17.4M +$656K +4,938 +4%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.7M +$54.6K +411 +0.4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$14M -$493K -3,708 -4%
BC
56
Blackcrane Capital
Washington
$13.6M +$13M +97,836 New
ZIG
57
Zurich Insurance Group
Switzerland
$13M -$1.98M -14,914 -14%
WBC
58
Westpac Banking Corp
Australia
$12.1M -$606K -4,564 -5%
AIM
59
Achmea Investment Management
Netherlands
$11.4M -$1.88M -14,158 -15%
BFM
60
Boston Financial Management
Massachusetts
$11M +$2.74M +20,629 +36%
BAPIM
61
British Airways Pensions Investment Management
United Kingdom
$10.1M
Natixis Advisors
62
Natixis Advisors
Massachusetts
$9.96M +$405K +3,050 +4%
ACI
63
AMP Capital Investors
Australia
$9.86M -$2.07M -15,565 -18%
UCFA
64
United Capital Financial Advisors
Texas
$9.68M +$34.5K +260 +0.4%
AR
65
Advisory Research
Illinois
$9.47M -$17.3K -130 -0.2%
UBS Group
66
UBS Group
Switzerland
$9.41M -$204M -1,534,782 -96%
Northern Trust
67
Northern Trust
Illinois
$9.29M +$241K +1,811 +3%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$8.74M -$233K -1,751 -3%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$7.87M -$46K -346 -0.6%
Morgan Stanley
70
Morgan Stanley
New York
$7.75M +$5.7M +42,880 +340%
RJA
71
Raymond James & Associates
Florida
$7.29M -$9.85M -74,175 -59%
HA
72
Harbor Advisors
Florida
$6.98M
TAM
73
Trillium Asset Management
Massachusetts
$6.87M +$213K +1,600 +3%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$5.5M +$5.25M +39,530 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$5.31M -$318K -2,392 -6%

FERG Hedge Fund Activity: Q2 2021 in Review

210 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2021, worth a combined $11.7B — up 9.1% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FERG positions and 15 closed out — a net gain of 33 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $692M.

  • 210 institutional investors held Ferguson (FERG) as of Q2 2021, up from 178 in Q1 2021.
  • Funds reported $11.7B of Ferguson stock for Q2 2021, up 9.1% quarter-over-quarter.
  • 48 funds opened new Ferguson positions in Q2 2021 and 15 closed out, a net change of +33 holders.
  • The largest Ferguson buyer in Q2 2021 was Janus Henderson Group, an estimated $112M added.
  • The largest Ferguson seller in Q2 2021 was Bank of New York Mellon, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.