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Ferguson

210 hedge funds and large institutions have $12.5B invested in Ferguson in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

7% more capital invested

Capital invested by funds: $11.7B → $12.5B (+$792M)

1.45% more ownership

Funds ownership: 37.29%38.74% (+1.4%)

0% more funds holding

Funds holding: 210210 (0)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
210
Holders Change
Holders Change %
0%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
22
Increased
77
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
101
Partners in Financial Planning
Virginia
$967K -$18.7K -131 -2%
Geode Capital Management
102
Geode Capital Management
Massachusetts
$963K -$4.56K -32 -0.5%
EAM
103
Eagle Asset Management
Florida
$941K +$194K +1,363 +25%
RCM
104
Regency Capital Management
Hawaii
$920K +$92K +646 +11%
Citadel Advisors
105
Citadel Advisors
Florida
$896K +$704K +4,944 +335%
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$862K +$18.5K +130 +2%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$859K +$31.9K +224 +4%
VCA
108
Verdence Capital Advisors
Maryland
$837K +$52.1K +366 +6%
AC
109
Apogem Capital
New York
$836K
VAS
110
Vestmark Advisory Solutions
Massachusetts
$733K +$29.5K +207 +4%
ACM
111
Ativo Capital Management
Illinois
$658K
O
112
Ossiam
France
$654K -$165K -1,159 -20%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$651K +$62.4K +438 +10%
Comerica Bank
114
Comerica Bank
Texas
$588K -$1.27M -8,932 -69%
FA
115
FDx Advisors
Illinois
$557K +$1.57K +11 +0.3%
Ameriprise
116
Ameriprise
Minnesota
$538K -$3.19M -22,416 -85%
DZ Bank
117
DZ Bank
Germany
$513K +$524K +3,682 New
GT
118
Greenleaf Trust
Michigan
$508K
VPIM
119
Vanguard Personalized Indexing Management
California
$502K +$56.4K +396 +12%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$480K +$10.3K +72 +2%
Osaic Holdings
121
Osaic Holdings
Arizona
$453K -$125K -877 -21%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$432K -$46.4K -326 -10%
M&T Bank
123
M&T Bank
New York
$424K +$18.5K +130 +4%
SIS
124
Susquehanna International Securities
Ireland
$415K +$424K +2,977 New
RWM
125
Ritholtz Wealth Management
New York
$378K

FERG Hedge Fund Activity: Q3 2021 in Review

210 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q3 2021, worth a combined $12.5B — up 6.8% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FERG positions and 17 closed out — a net gain of 5 holders — while 77 added to existing stakes and 69 trimmed.

The largest buyer was Amundi, opening a new position worth an estimated $263M. The largest seller was Southpoint Capital Advisors, cutting an estimated $139M.

  • 210 institutional investors held Ferguson (FERG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $12.5B of Ferguson stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 22 funds opened new Ferguson positions in Q3 2021 and 17 closed out, a net change of +5 holders.
  • The largest Ferguson buyer in Q3 2021 was Amundi, an estimated $263M added.
  • The largest Ferguson seller in Q3 2021 was Southpoint Capital Advisors, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2021.