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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
GT
126
Glenmede Trust
Pennsylvania
$1.33M +$1.53M +9,925 New
SCI
127
S&CO Inc
Massachusetts
$1.27M – – –
EDRH
128
Edmond de Rothschild Holding
Switzerland
$1.26M +$7.25K +47 +0.5%
Assenagon Asset Management
129
Assenagon Asset Management
Luxembourg
$1.25M -$1.41M -9,133 -50%
LFAS
130
Level Four Advisory Services
Texas
$1.24M +$39.5K +256 +3%
LOPW
131
Live Oak Private Wealth
North Carolina
$1.23M +$33.2K +215 +2%
OMC
132
Old Mission Capital
Illinois
$1.23M +$1.41M +9,134 New
MML Investors Services
133
MML Investors Services
Massachusetts
$1.13M +$1.3M +8,422 New
Walleye Capital
134
Walleye Capital
New York
$1.03M +$1.19M +7,686 New
FA
135
FDx Advisors
Illinois
$1M +$467K +3,029 +68%
PIFP
136
Partners in Financial Planning
Virginia
$935K – – –
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$913K +$31.2K +202 +3%
EAM
138
Eagle Asset Management
Florida
$884K -$62K -402 -6%
LIP
139
Liontrust Investment Partners
United Kingdom
$872K – – –
BCV
140
Banque Cantonale Vaudoise
Switzerland
$871K – – –
Calamos Advisors
141
Calamos Advisors
Illinois
$861K +$12K +78 +1%
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$828K +$952K +6,174 New
AC
143
Apogem Capital
New York
$818K – – –
LNWWM
144
Laird Norton Wetherby Wealth Management
California
$812K -$19.1K -124 -2%
COI
145
Connable Office Inc
Michigan
$758K +$872K +5,652 New
BFM
146
Boothbay Fund Management
New York
$754K +$867K +5,620 New
MGP
147
Metis Global Partners
California
$726K +$647K +4,197 +371%
VPIM
148
Vanguard Personalized Indexing Management
California
$707K +$99.7K +646 +14%
Comerica Bank
149
Comerica Bank
Texas
$692K +$211K +1,369 +38%
VCA
150
Verdence Capital Advisors
Maryland
$687K -$184K -1,192 -19%
4 5
6
7 8

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.