We are live on ! Find out more
FERG icon

Ferguson

210 hedge funds and large institutions have $11.7B invested in Ferguson in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

37.29% more ownership

Funds ownership: 0%37.29% (+37%)

18% more funds holding

Funds holding: 178210 (+32)

9% more capital invested

Capital invested by funds: $10.8B → $11.7B (+$974M)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

Holders
210
Holders Change
+32
Holders Change %
+17.98%
% of All Funds
3.66%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
48
Increased
66
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCH
76
Polar Capital Holdings
United Kingdom
$4.67M +$38.1M +286,770 New
BCAM
77
Boston Common Asset Management
Massachusetts
$3.96M +$540K +4,062 +17%
Ameriprise
78
Ameriprise
Minnesota
$3.67M +$69.2K +521 +2%
US Bancorp
79
US Bancorp
Minnesota
$3.56M -$123K -928 -4%
BCI
80
Brinker Capital Investments
Pennsylvania
$3.37M +$40.1K +302 +1%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$3.23M -$130K -978 -4%
SEI Investments
82
SEI Investments
Pennsylvania
$3.16M +$2.99M +22,531 New
TGHSA
83
TPG Group Holdings (SBS) Advisors
Texas
$2.64M +$2.52M +18,949 New
RFC
84
Regions Financial Corp
Alabama
$2.46M +$2.34M +17,645 New
MIM
85
MetLife Investment Management
New Jersey
$2.19M
FCH
86
Freestone Capital Holdings
Washington
$2.12M +$203K +1,526 +11%
Comerica Bank
87
Comerica Bank
Texas
$1.77M -$14.2K -107 -0.8%
BU
88
BBVA USA
Alabama
$1.68M +$1.6M +12,014 New
LFAS
89
Level Four Advisory Services
Texas
$1.62M +$61.6K +464 +4%
LPL Financial
90
LPL Financial
California
$1.53M +$66K +497 +5%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$1.52M +$93K +700 +7%
SCI
92
S&CO Inc
Massachusetts
$1.32M
EDRH
93
Edmond de Rothschild Holding
Switzerland
$1.29M -$88.5K -666 -7%
LOPW
94
Live Oak Private Wealth
North Carolina
$1.18M +$66.3K +499 +6%
BCV
95
Banque Cantonale Vaudoise
Switzerland
$1.1M +$1.05M +7,914 New
Stifel Financial
96
Stifel Financial
Missouri
$1.05M +$34.8K +262 +4%
PIFP
97
Partners in Financial Planning
Virginia
$986K +$938K +7,064 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$983K +$446K +3,357 +91%
Geode Capital Management
99
Geode Capital Management
Massachusetts
$967K +$58.8K +443 +7%
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$957K -$4.72M -35,559 -84%

FERG Hedge Fund Activity: Q2 2021 in Review

210 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2021, worth a combined $11.7B — up 9.1% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FERG positions and 15 closed out — a net gain of 33 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $692M.

  • 210 institutional investors held Ferguson (FERG) as of Q2 2021, up from 178 in Q1 2021.
  • Funds reported $11.7B of Ferguson stock for Q2 2021, up 9.1% quarter-over-quarter.
  • 48 funds opened new Ferguson positions in Q2 2021 and 15 closed out, a net change of +33 holders.
  • The largest Ferguson buyer in Q2 2021 was Janus Henderson Group, an estimated $112M added.
  • The largest Ferguson seller in Q2 2021 was Bank of New York Mellon, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.