We are live on ! Find out more
FERG icon

Ferguson
FERG

254 hedge funds and large institutions have $16.3B invested in Ferguson in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 74 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 13

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

30% more capital invested

Capital invested by funds: $12.5B → $16.3B (+$3.74B)

21% more funds holding

Funds holding: 210 → 254 (+44)

0.35% more ownership

Funds ownership: 38.74% → 39.09% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 78

Holders
254
Holders Change
+44
Holders Change %
+20.95%
% of All Funds
3.91%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
63
Increased
74
Reduced
78
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PG
Pendal Group
Australia
+$283M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
PC
Pelham Capital
United Kingdom
+$106M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$97.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$60.6M

Top Sellers

1
TFM
Trian Fund Management
New York
-$209M
2
Goldman Sachs
Goldman Sachs
New York
-$139M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$98M
4
Amundi
Amundi
France
-$91.8M
5
Bank of America
Bank of America
North Carolina
-$79.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
JG
76
Jefferies Group
New York
$7.77M -$7.2M -45,950 -51%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$7.18M +$40K +255 +0.6%
SEI Investments
78
SEI Investments
Pennsylvania
$5.59M +$763K +4,872 +19%
WBC
79
Westpac Banking Corp
Australia
$5.59M -$3.25M -20,710 -33%
PCH
80
Polar Capital Holdings
United Kingdom
$5.57M -$1.53M -9,770 -4%
BCAM
81
Boston Common Asset Management
Massachusetts
$5.53M -$6.11K -39 -0.1%
US Bancorp
82
US Bancorp
Minnesota
$5M +$328K +2,095 +8%
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$4.96M +$2.13M +13,562 +94%
BCI
84
Brinker Capital Investments
Pennsylvania
$4.03M -$265K -1,689 -7%
SSA
85
Schonfeld Strategic Advisors
New York
$3.94M +$26K +166 +0.8%
RFC
86
Regions Financial Corp
Alabama
$3.79M +$167K +1,068 +5%
TGA
87
TPG GP A
Texas
$3.4M +$2.97M +18,949 New
SIS
88
Susquehanna International Securities
Ireland
$3.27M +$2.42M +15,455 +519%
Assenagon Asset Management
89
Assenagon Asset Management
Luxembourg
$3.24M +$1.41M +9,022 +98%
KJHP
90
K.J. Harrison & Partners
Ontario, Canada
$3M – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$2.9M +$1.8M +11,490 +246%
CGH
92
Crossmark Global Holdings
Texas
$2.84M +$2.48M +15,855 New
FCH
93
Freestone Capital Holdings
Washington
$2.71M +$4.23K +27 +0.2%
HighTower Advisors
94
HighTower Advisors
Illinois
$2.69M +$630K +4,022 +37%
MIM
95
MetLife Investment Management
New Jersey
$2.6M – – –
Citadel Advisors
96
Citadel Advisors
Florida
$2.52M +$1.19M +7,603 +118%
LPL Financial
97
LPL Financial
California
$2.26M +$229K +1,463 +13%
ACM
98
Ativo Capital Management
Illinois
$2.12M +$1.11M +7,078 +150%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$2M +$31.3K +200 +2%
RCM
100
Regency Capital Management
Hawaii
$1.93M +$654K +4,171 +63%
2 3
4
5 6

FERG Hedge Fund Activity: Q4 2021 in Review

254 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2021, worth a combined $16.3B — up 30% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FERG positions and 13 closed out — a net gain of 50 holders — while 74 added to existing stakes and 78 trimmed.

The largest buyer was Pendal Group, adding an estimated $283M. The largest seller was Trian Fund Management, cutting an estimated $209M.

  • 254 institutional investors held Ferguson (FERG) as of Q4 2021, up from 210 in Q3 2021.
  • Funds reported $16.3B of Ferguson stock for Q4 2021, up 30% quarter-over-quarter.
  • 63 funds opened new Ferguson positions in Q4 2021 and 13 closed out, a net change of +50 holders.
  • The largest Ferguson buyer in Q4 2021 was Pendal Group, an estimated $283M added.
  • The largest Ferguson seller in Q4 2021 was Trian Fund Management, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2021.