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Ferguson

210 hedge funds and large institutions have $12.5B invested in Ferguson in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

7% more capital invested

Capital invested by funds: $11.7B → $12.5B (+$792M)

1.45% more ownership

Funds ownership: 37.29%38.74% (+1.4%)

0% more funds holding

Funds holding: 210210 (0)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
210
Holders Change
Holders Change %
0%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
22
Increased
77
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
51
Loomis, Sayles & Company
Massachusetts
$17.3M -$35K -246 -0.2%
AR
52
Advisory Research
Illinois
$16.9M +$7.54M +52,933 +78%
UBS Group
53
UBS Group
Switzerland
$16.6M +$7.36M +51,725 +77%
DSA
54
Davis Selected Advisers
Arizona
$15.2M -$3.82M -26,812 -20%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.2M -$606K -4,253 -4%
ZIG
56
Zurich Insurance Group
Switzerland
$14M +$896K +6,296 +7%
BC
57
Blackcrane Capital
Washington
$13.6M
AllianceBernstein
58
AllianceBernstein
Tennessee
$13.4M -$562K -3,950 -4%
JG
59
Jefferies Group
New York
$12.5M -$10.3M -72,300 -45%
BFM
60
Boston Financial Management
Massachusetts
$12.4M +$1.48M +10,401 +13%
AIM
61
Achmea Investment Management
Netherlands
$11.6M +$114K +800 +1%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$11.2M +$1.25M +8,750 +12%
UCFA
63
United Capital Financial Advisors
Texas
$9.69M +$10.1K +71 +0.1%
Northern Trust
64
Northern Trust
Illinois
$9.25M -$34.2K -240 -0.4%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$7.96M -$23M -161,278 -74%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$7.94M -$850K -5,967 -9%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$7.92M +$54K +379 +0.7%
Morgan Stanley
68
Morgan Stanley
New York
$7.67M -$75.3K -529 -1%
ACI
69
AMP Capital Investors
Australia
$7.55M -$2.38M -16,687 -24%
RJA
70
Raymond James & Associates
Florida
$7.33M +$39.2K +275 +0.5%
TAM
71
Trillium Asset Management
Massachusetts
$7.21M +$360K +2,530 +5%
HA
72
Harbor Advisors
Florida
$6.99M
WBC
73
Westpac Banking Corp
Australia
$6.55M -$3.43M -24,123 -28%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$5.56M +$253K +1,776 +5%
PCH
75
Polar Capital Holdings
United Kingdom
$4.56M -$2.11M -14,843 -5%

FERG Hedge Fund Activity: Q3 2021 in Review

210 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q3 2021, worth a combined $12.5B — up 6.8% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FERG positions and 17 closed out — a net gain of 5 holders — while 77 added to existing stakes and 69 trimmed.

The largest buyer was Amundi, opening a new position worth an estimated $263M. The largest seller was Southpoint Capital Advisors, cutting an estimated $139M.

  • 210 institutional investors held Ferguson (FERG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $12.5B of Ferguson stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 22 funds opened new Ferguson positions in Q3 2021 and 17 closed out, a net change of +5 holders.
  • The largest Ferguson buyer in Q3 2021 was Amundi, an estimated $263M added.
  • The largest Ferguson seller in Q3 2021 was Southpoint Capital Advisors, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2021.