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Ferguson

707 hedge funds and large institutions have $38.7B invested in Ferguson in 2024 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 237 increasing their positions, 246 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 94

59% more funds holding in top 10

Funds holding in top 10: 1727 (+10)

16% more call options, than puts

Call options by funds: $133M | Put options by funds: $115M

8% more capital invested

Capital invested by funds: $35.8B → $38.7B (+$2.99B)

8% more funds holding

Funds holding: 655707 (+52)

3.91% more ownership

Funds ownership: 80.79%84.7% (+3.9%)

4% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 246

Holders
707
Holders Change
+52
Holders Change %
+7.94%
% of All Funds
10.15%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.39%
New
151
Increased
237
Reduced
246
Closed
94
Calls
$133M
Puts
$115M
Net Calls
+$17.8M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
776
Triad Wealth Partners
Kansas
-$126K -649 Closed
NA
777
Nordwand Advisors
Pennsylvania
-$121K -625 Closed
OWA
778
Opal Wealth Advisors
New York
-$105K -540 Closed
UB
779
UMB Bank
Missouri
-$81.3K -420 Closed
HNB
780
Hilltop National Bank
Wyoming
-$80.9K -418 Closed
EC
781
EdgeRock Capital
Colorado
-$31.6K -163 Closed
KFS
782
Kelly Financial Services
Massachusetts
-$26.5K -137 Closed
ATPW
783
Ashton Thomas Private Wealth
Arizona
-$24.2K -125 Closed
GBT
784
Grove Bank & Trust
Florida
-$11K -57 Closed
TCOV
785
Trust Company of Vermont
Vermont
-$9.68K -50 Closed
AFWM
786
Abich Financial Wealth Management
Virginia
-$6.2K -32 Closed
KFI
787
Key Financial Inc
Pennsylvania
-$6K -31 Closed
CNBTD
788
Citizens National Bank Trust Department
Mississippi
-$5.42K -28 Closed
RFG
789
RFP Financial Group
Georgia
-$5.42K -28 Closed
TFA
790
Transamerica Financial Advisors
Florida
-$6K -27 Closed
VNA
791
Valley National Advisers
Pennsylvania
-$5K -26 Closed
DJSG
792
D.J. St. Germain
Massachusetts
-$4.07K -21 Closed
TFF
793
The Family Firm
Maryland
-$2.13K -11 Closed
TJHA
794
Thomas J. Herzfeld Advisors
Florida
-$2.13K -11 Closed
EWP
795
Elevation Wealth Partners
California
-$1.94K -10 Closed
FPB
796
First PREMIER Bank
South Dakota
-$2K -8 Closed
SSB
797
Sandy Spring Bank
Maryland
-$1.36K -7 Closed
LIA
798
Lynx Investment Advisory
District of Columbia
-$387 -2 Closed
FNWA
799
Financial Network Wealth Advisors
Utah
-$194 -1 Closed
HIA
800
Harbor Investment Advisory
Maryland
-$194 -1 Closed

FERG Hedge Fund Activity: Q3 2024 in Review

707 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q3 2024, worth a combined $38.7B — up 8.4% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new FERG positions and 94 closed out — a net gain of 57 holders — while 237 added to existing stakes and 246 trimmed.

The largest buyer was Marshall Wace, adding an estimated $295M. The largest seller was Vanguard Group, cutting an estimated $1.43B.

  • 707 institutional investors held Ferguson (FERG) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $38.7B of Ferguson stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 151 funds opened new Ferguson positions in Q3 2024 and 94 closed out, a net change of +57 holders.
  • The largest Ferguson buyer in Q3 2024 was Marshall Wace, an estimated $295M added.
  • The largest Ferguson seller in Q3 2024 was Vanguard Group, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2024.