We are live on ! Find out more
FERG icon

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
Truist Financial
126
Truist Financial
North Carolina
$310K -$95K -715 -24%
MWM
127
Mission Wealth Management
California
$301K +$6.38K +48 +2%
BWP
128
Baldwin Wealth Partners
Massachusetts
$285K +$78.6K +592 +41%
CRI
129
Colonial River Investments
Virginia
$275K -$9.16K -69 -3%
FTDI
130
First Trust Direct Indexing
Massachusetts
$270K +$257K +1,936 New
AP
131
Advisor Partners
California
$265K +$252K +1,900 New
KLC
132
Knowledge Leaders Capital
Colorado
$260K -$3.85K -29 -2%
EI
133
Ethic Inc
New York
$259K +$247K +1,856 New
AssetMark Inc
134
AssetMark Inc
California
$256K -$1.59K -12 -0.6%
LSAG
135
Lake Street Advisors Group
New Hampshire
$249K +$797 +6 +0.3%
CQS
136
Credential Qtrade Securities
$235K +$59.1K +445 +36%
CGL
137
Clarius Group LLC
Washington
$232K +$221K +1,661 New
JMPWA
138
JP Morgan Private Wealth Advisors
California
$230K +$220K +1,660 New
SCA
139
Snowden Capital Advisors
New York
$216K +$206K +1,554 New
HighTower Advisors
140
HighTower Advisors
Illinois
$207K +$194K +1,463 New
Prudential Financial
141
Prudential Financial
New Jersey
$207K +$197K +1,481 New
Citadel Advisors
142
Citadel Advisors
Florida
$206K +$196K +1,476 New
TPCW
143
TD Private Client Wealth
New York
$179K -$13.3K -100 -7%
AFS
144
Annapolis Financial Services
Maryland
$178K
QCG
145
Quadrant Capital Group
Ohio
$166K +$26.6K +200 +20%
HIA
146
Harbor Investment Advisory
Maryland
$153K
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$148K +$11.8K +89 +9%
S
148
SignatureFD
Georgia
$133K +$18.7K +141 +17%
PA
149
Parallel Advisors
California
$89K +$2.66K +20 +3%
PMAS
150
PNC Managed Account Solutions
Texas
$78K +$74.4K +560 New

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.