We are live on ! Find out more
FERG icon

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
CCA
126
Checchi Capital Advisers
California
$358K -$1.14K -8 -0.3%
RJT
127
Raymond James Trust
Florida
$323K -$4.84K -34 -1%
P
128
Palladiem
Pennsylvania
$302K -$113K -795 -27%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$298K -$423K -2,969 -58%
AssetMark Inc
130
AssetMark Inc
California
$293K +$37.3K +262 +14%
FTDI
131
First Trust Direct Indexing
Massachusetts
$285K +$14.9K +105 +5%
Arrowstreet Capital
132
Arrowstreet Capital
Massachusetts
$284K +$290K +2,038 New
MWM
133
Mission Wealth Management
California
$283K -$19.1K -134 -6%
AP
134
Advisor Partners
California
$264K -$997 -7 -0.4%
JMPWA
135
JP Morgan Private Wealth Advisors
California
$262K +$31K +218 +13%
KLC
136
Knowledge Leaders Capital
Colorado
$260K
CQS
137
Credential Qtrade Securities
$257K +$22.5K +158 +9%
CGL
138
Clarius Group LLC
Washington
$234K +$1.99K +14 +0.8%
WFI
139
West Family Investments
California
$233K +$238K +1,673 New
Creative Planning
140
Creative Planning
Kansas
$217K +$222K +1,557 New
Truist Financial
141
Truist Financial
North Carolina
$210K -$102K -717 -32%
Prudential Financial
142
Prudential Financial
New Jersey
$204K -$10.5K -74 -5%
SCA
143
Snowden Capital Advisors
New York
$204K -$13K -91 -6%
BWP
144
Baldwin Wealth Partners
Massachusetts
$202K -$86.1K -605 -29%
QCG
145
Quadrant Capital Group
Ohio
$190K +$24.8K +174 +15%
AFS
146
Annapolis Financial Services
Maryland
$178K
TPCW
147
TD Private Client Wealth
New York
$174K -$6.12K -43 -3%
HIA
148
Harbor Investment Advisory
Maryland
$169K +$15.8K +111 +10%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$166K +$18.4K +129 +12%
S
150
SignatureFD
Georgia
$141K +$8.54K +60 +6%

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.