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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$1.92M -$252K -1,609 -13%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$1.92M – – –
SCI
103
S&CO Inc
Massachusetts
$1.7M – – –
EDRH
104
Edmond de Rothschild Holding
Switzerland
$1.62M -$33.2K -212 -2%
LFAS
105
Level Four Advisory Services
Texas
$1.61M +$1.88K +12 +0.1%
LOPW
106
Live Oak Private Wealth
North Carolina
$1.6M -$20.4K -130 -1%
O
107
Ossiam
France
$1.5M +$585K +3,734 +80%
Marshall Wace
108
Marshall Wace
United Kingdom
$1.41M +$1.23M +7,849 New
LIP
109
Liontrust Investment Partners
United Kingdom
$1.26M -$32K -204 -3%
EAM
110
Eagle Asset Management
Florida
$1.25M +$38.2K +244 +4%
Stifel Financial
111
Stifel Financial
Missouri
$1.22M -$99.8K -637 -9%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$1.19M +$70.5K +450 +7%
Geode Capital Management
113
Geode Capital Management
Massachusetts
$1.16M -$71.6K -457 -7%
Calamos Advisors
114
Calamos Advisors
Illinois
$1.14M +$994K +6,343 New
BCV
115
Banque Cantonale Vaudoise
Switzerland
$1.13M -$125K -796 -11%
VCA
116
Verdence Capital Advisors
Maryland
$1.13M +$49.2K +314 +5%
LNWWM
117
Laird Norton Wetherby Wealth Management
California
$1.11M +$470 +3 +0%
AC
118
Apogem Capital
New York
$1.06M – – –
Millennium Management
119
Millennium Management
New York
$1.04M +$908K +5,797 New
PIFP
120
Partners in Financial Planning
Virginia
$1.03M – – –
TI
121
Trexquant Investment
Connecticut
$974K +$851K +5,428 New
VAS
122
Vestmark Advisory Solutions
Massachusetts
$861K -$71.5K -456 -9%
VPIM
123
Vanguard Personalized Indexing Management
California
$829K +$160K +1,024 +28%
MCS
124
Metatron Capital SICAV
Malta
$813K +$972K +6,200 New
FA
125
FDx Advisors
Illinois
$800K +$73K +466 +12%
3 4
5
6 7

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.