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Ferguson
FERG

287 hedge funds and large institutions have $12.8B invested in Ferguson in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

13% more funds holding

Funds holding: 254 → 287 (+33)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

0.68% more ownership

Funds ownership: 39.09% → 39.77% (+0.68%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

21% less capital invested

Capital invested by funds: $16.3B → $12.8B (-$3.41B)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
60
Increased
88
Reduced
87
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$750M
2
WCM Investment Management
WCM Investment Management
California
+$267M
3
Barclays
Barclays
United Kingdom
+$203M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$183M
5
PG
Pendal Group
Australia
+$98.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$180M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
3
MGIM
M&G Investment Management
United Kingdom
-$152M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$127M
5
Fidelity International
Fidelity International
Bermuda
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
ET
101
Equitable Trust
Tennessee
$2.9M +$3.33M +21,616 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$2.84M +$772K +5,007 +31%
SP
103
StackLine Partners
New York
$2.67M +$3.07M +19,908 New
BC
104
Blackcrane Capital
Washington
$2.55M -$11.1M -72,103 -79%
CGH
105
Crossmark Global Holdings
Texas
$2.49M +$420K +2,722 +17%
BCI
106
Brinker Capital Investments
Pennsylvania
$2.48M -$621K -4,028 -18%
PCM
107
Prelude Capital Management
New York
$2.44M +$2.81M +18,183 New
CIBC Asset Management
108
CIBC Asset Management
Ontario, Canada
$2.42M +$2.79M +18,063 New
RFC
109
Regions Financial Corp
Alabama
$2.29M -$614K -3,980 -19%
O
110
Ossiam
France
$2.28M +$1.27M +8,246 +98%
KJHP
111
K.J. Harrison & Partners
Ontario, Canada
$2.25M – – –
RCM
112
Regency Capital Management
Hawaii
$2.19M +$852K +5,522 +51%
Marshall Wace
113
Marshall Wace
United Kingdom
$2.06M +$1.16M +7,503 +96%
MYIA
114
Mount Yale Investment Advisors
Colorado
$1.99M +$2.29M +14,836 New
MIM
115
MetLife Investment Management
New Jersey
$1.99M – – –
FCH
116
Freestone Capital Holdings
Washington
$1.92M -$126K -818 -5%
Voloridge Investment Management
117
Voloridge Investment Management
Florida
$1.84M +$2.11M +13,696 New
Osaic Holdings
118
Osaic Holdings
Arizona
$1.81M +$1.6M +10,400 +313%
Truist Financial
119
Truist Financial
North Carolina
$1.75M +$1.79M +11,620 +790%
LPL Financial
120
LPL Financial
California
$1.66M -$28.4K -184 -1%
ACM
121
Ativo Capital Management
Illinois
$1.59M +$11.9K +77 +0.7%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$1.59M – – –
Bessemer Group
123
Bessemer Group
New Jersey
$1.47M +$1.6M +10,346 +1,685%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$1.45M -$27.5K -178 -2%
Verition Fund Management
125
Verition Fund Management
Connecticut
$1.41M +$1.62M +10,481 New
3 4
5
6 7

FERG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2022, worth a combined $12.8B — down 21% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FERG positions and 24 closed out — a net gain of 36 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $750M. The largest seller was JP Morgan Chase, cutting an estimated $180M.

  • 287 institutional investors held Ferguson (FERG) as of Q1 2022, up from 254 in Q4 2021.
  • Funds reported $12.8B of Ferguson stock for Q1 2022, down 21% quarter-over-quarter.
  • 60 funds opened new Ferguson positions in Q1 2022 and 24 closed out, a net change of +36 holders.
  • The largest Ferguson buyer in Q1 2022 was Invesco, an estimated $750M added.
  • The largest Ferguson seller in Q1 2022 was JP Morgan Chase, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2022.