We are live on ! Find out more
FERG icon

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
SOMRS
751
State of Michigan Retirement System
Michigan
-$695K -3,500 Closed
FRA
752
Frank Rimerman Advisors
California
-$657K -3,307 Closed
OQS
753
Occudo Quantitative Strategies
Florida
-$635K -3,200 Closed
AM
754
AGF Management
Ontario, Canada
-$610K -3,074 Closed
BCM
755
Bayesian Capital Management
New York
-$596K -3,000 Closed
RL
756
Retireful LLC
Michigan
-$530K -2,667 Closed
IPW
757
Impact Partnership Wealth
Georgia
-$494K -2,486 Closed
AO
758
Advisor OS
Illinois
-$488K -2,457 Closed
CT
759
Chicago Trust
Illinois
-$458K -2,304 Closed
WBC
760
Westpac Banking Corp
Australia
-$445K -2,243 Closed
HBS
761
Howard Bailey Securities
Indiana
-$419K -2,110 Closed
AWA
762
Arkadios Wealth Advisors
Georgia
-$396K -1,993 Closed
MFA
763
Mayflower Financial Advisors
Massachusetts
-$388K -1,952 Closed
HGERS
764
Householder Group Estate & Retirement Specialist
Arizona
-$387K -1,950 Closed
SPA
765
Sherbrooke Park Advisers
New York
-$350K -1,764 Closed
DWM
766
Dynasty Wealth Management
Florida
-$295K -1,483 Closed
PWM
767
Perigon Wealth Management
California
-$277K -1,396 Closed
PWP
768
Phillips Wealth Planners
Mississippi
-$270K -1,329 Closed
OTPPB
769
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$248K -1,249 Closed
AGP
770
Autumn Glory Partners
Texas
-$242K -1,205 Closed
LSAG
771
Lake Street Advisors Group
New Hampshire
-$239K -1,199 Closed
ACGA
772
Atlanta Consulting Group Advisors
Georgia
-$236K -1,187 Closed
KCM
773
Kathmere Capital Management
Pennsylvania
-$233K -1,172 Closed
FI
774
FWG Investments
Kentucky
-$232K -1,169 Closed
CPA
775
Cardiff Park Advisors
California
-$230K -1,160 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.