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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
LNWWM
101
Laird Norton Wetherby Wealth Management
California
$844K -$5.05K -38 -0.6%
AC
102
Apogem Capital
New York
$834K
RCM
103
Regency Capital Management
Hawaii
$829K +$320K +2,411 +68%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$828K +$788K +5,932 New
O
105
Ossiam
France
$821K +$778K +5,855 New
VCA
106
Verdence Capital Advisors
Maryland
$786K +$32.3K +243 +5%
EAM
107
Eagle Asset Management
Florida
$751K +$716K +5,390 New
RJFSA
108
Raymond James Financial Services Advisors
Florida
$711K +$678K +5,106 New
VAS
109
Vestmark Advisory Solutions
Massachusetts
$705K +$15.7K +118 +2%
ACM
110
Ativo Capital Management
Illinois
$658K +$531 +4 +0.1%
Marshall Wace
111
Marshall Wace
United Kingdom
$594K -$2.04M -15,341 -78%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$589K +$3.59K +27 +0.6%
Osaic Holdings
113
Osaic Holdings
Arizona
$576K -$56.9K -428 -9%
FA
114
FDx Advisors
Illinois
$555K +$529K +3,980 New
GT
115
Greenleaf Trust
Michigan
$508K -$664 -5 -0.1%
SSA
116
Schonfeld Strategic Advisors
New York
$479K -$350K -2,633 -43%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$478K -$32.1K -242 -7%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$470K +$2.66K +20 +0.6%
VPIM
119
Vanguard Personalized Indexing Management
California
$447K -$122K -917 -22%
EGM
120
Engineers Gate Manager
New York
$414K +$394K +2,966 New
P
121
Palladiem
Pennsylvania
$413K
M&T Bank
122
M&T Bank
New York
$405K -$32.1K -242 -8%
RWM
123
Ritholtz Wealth Management
New York
$378K -$1.73K -13 -0.5%
CCA
124
Checchi Capital Advisers
California
$358K +$7.7K +58 +2%
RJT
125
Raymond James Trust
Florida
$328K -$397K -2,990 -56%

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.