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Ferguson
FERG

287 hedge funds and large institutions have $12.8B invested in Ferguson in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

13% more funds holding

Funds holding: 254 → 287 (+33)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

0.68% more ownership

Funds ownership: 39.09% → 39.77% (+0.68%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

21% less capital invested

Capital invested by funds: $16.3B → $12.8B (-$3.41B)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
60
Increased
88
Reduced
87
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$750M
2
WCM Investment Management
WCM Investment Management
California
+$267M
3
Barclays
Barclays
United Kingdom
+$203M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$183M
5
PG
Pendal Group
Australia
+$98.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$180M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
3
MGIM
M&G Investment Management
United Kingdom
-$152M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$127M
5
Fidelity International
Fidelity International
Bermuda
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
51
Millennium Management
New York
$22.9M +$25.5M +165,247 +2,851%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$21.6M +$5.95M +38,584 +31%
Korea Investment Corp
53
Korea Investment Corp
South Korea
$21.6M -$22.9M -148,244 -48%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$21.4M +$24.7M +159,841 New
Natixis Advisors
55
Natixis Advisors
Massachusetts
$20.1M +$10.5M +67,873 +83%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$19.8M -$3.57M -23,165 -14%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$19.2M -$3.26M -21,131 -13%
LCM
58
Lionstone Capital Management
New York
$18.5M – – –
AA
59
Armor Advisors
New York
$17.8M +$20.5M +132,576 New
Wells Fargo
60
Wells Fargo
California
$17.6M +$2.61M +16,906 +15%
NIP
61
Norwood Investment Partners
California
$17.2M +$1.01M +6,546 +5%
AR
62
Advisory Research
Illinois
$16.1M +$174K +1,131 +1%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15M -$127K -822 -0.7%
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$14.9M -$6.83M -44,290 -29%
AT
65
AMF Tjänstepension
Sweden
$14.6M -$249K -1,612 -1%
William Blair Investment Management
66
William Blair Investment Management
Illinois
$14.4M +$16.2M +105,329 New
DSA
67
Davis Selected Advisers
Arizona
$13.8M -$667K -4,326 -4%
ZIG
68
Zurich Insurance Group
Switzerland
$13.3M +$32.1K +208 +0.2%
BFM
69
Boston Financial Management
Massachusetts
$13M +$783K +5,073 +6%
AllianceBernstein
70
AllianceBernstein
Tennessee
$12.9M +$359K +2,326 +2%
2
71
2Xideas
Switzerland
$12.3M +$13.9M +90,038 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$9.94M -$25.6M -165,993 -69%
SH
73
Svenska Handelsbanken
Sweden
$9.92M +$11.2M +72,725 New
UIM
74
USS Investment Management
United Kingdom
$9.39M +$5.33M +34,556 +101%
UCFA
75
United Capital Financial Advisors
Texas
$9.13M -$23.1K -150 -0.2%
1 2
3
4 5

FERG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2022, worth a combined $12.8B — down 21% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FERG positions and 24 closed out — a net gain of 36 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $750M. The largest seller was JP Morgan Chase, cutting an estimated $180M.

  • 287 institutional investors held Ferguson (FERG) as of Q1 2022, up from 254 in Q4 2021.
  • Funds reported $12.8B of Ferguson stock for Q1 2022, down 21% quarter-over-quarter.
  • 60 funds opened new Ferguson positions in Q1 2022 and 24 closed out, a net change of +36 holders.
  • The largest Ferguson buyer in Q1 2022 was Invesco, an estimated $750M added.
  • The largest Ferguson seller in Q1 2022 was JP Morgan Chase, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2022.