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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
Charles Schwab
51
Charles Schwab
California
$135M +$10.5M +52,776 +7%
EC
52
Eminence Capital
New York
$135M +$95.7M +482,066 +163%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$125M +$876K +4,411 +0.6%
Capital World Investors
54
Capital World Investors
California
$119M +$39.1M +197,084 +41%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$118M +$123K +617 +0.1%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$118M +$133M +668,920 +7,633%
Fidelity International
57
Fidelity International
Bermuda
$116M +$33M +166,261 +33%
BMO
58
Beck Mack & Oliver
New York
$111M +$11.5M +57,705 +10%
LIP
59
Liontrust Investment Partners
United Kingdom
$105M -$6.79M -34,180 -5%
TGA
60
TPG GP A
Texas
$99.1M +$113M +571,196 New
Swiss National Bank
61
Swiss National Bank
Switzerland
$98.4M -$6.39M -32,200 -5%
Boston Partners
62
Boston Partners
Massachusetts
$95.1M -$93.6M -471,353 -46%
RS
63
Robeco Schweiz
Switzerland
$95M +$5.36M +26,979 +5%
Deutsche Bank
64
Deutsche Bank
Germany
$94.3M -$20.6M -103,967 -16%
Citigroup
65
Citigroup
New York
$93.1M -$14.6M -73,537 -12%
Aberdeen Group
66
Aberdeen Group
United Kingdom
$89M -$50M -251,745 -33%
FPP
67
Findlay Park Partners
United Kingdom
$87.9M +$1.37M +6,900 +1%
WAS
68
Wesleyan Assurance Society
United Kingdom
$87M -$1.61M -8,084 -2%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$85.4M +$213K +1,074 +0.2%
Universal-Beteiligungs- und Servicegesellschaft
70
Universal-Beteiligungs- und Servicegesellschaft
Germany
$85.3M +$97.6M +491,676 New
Artisan Partners
71
Artisan Partners
Wisconsin
$81.1M -$165M -830,134 -64%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$80.9M +$7.62M +38,386 +9%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$78.9M +$44.5M +223,900 +97%
Bank of America
74
Bank of America
North Carolina
$76.8M -$41.4M -208,645 -32%
PC
75
PointState Capital
New York
$75.6M +$86.5M +435,794 New

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.