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Ferguson
FERG

Overview Fund Activity

433 hedge funds and large institutions have $25.4B invested in Ferguson in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+95
Holders Change %
+28.11%
% of All Funds
6.99%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.63%
New
148
Increased
124
Reduced
127
Closed
47
Calls
$37.1M
Puts
$67.5M
Net Calls
-$30.5M
Net Calls Change
-$38M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.28B
2
BlackRock
2
BlackRock
New York
$1.03B
3
MGIM
3
M&G Investment Management
United Kingdom
$5.45B
4
Barclays
4
Barclays
United Kingdom
$456M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$235M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$835M
2
UBS Group
2
UBS Group
Switzerland
$43.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$306M
4
Millennium Management
4
Millennium Management
New York
$86.5M
5
HRCM
5
Hawk Ridge Capital Management
California
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$10.2M -$7.7M -60,636 -43%
Asset Management One
127
Asset Management One
Japan
$10.1M +$10.1M +79,236 New
WMSA
128
Weiss Multi-Strategy Advisers
New York
$10M +$1.74M +13,694 +21%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$9.63M +$8.08M +63,605 +520%
NA
130
Nordwand Advisors
Pennsylvania
$9.32M +$9.32M +73,382 New
Mitsubishi UFJ Asset Management
131
Mitsubishi UFJ Asset Management
Japan
$8.89M +$8.42M +65,473 +1,790%
UCFA
132
United Capital Financial Advisors
Texas
$8.73M -$26K -205 -0.3%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$8.55M -$8.65M -68,547 -50%
HMCP
134
Hook Mill Capital Partners
New York
$8.32M +$8.32M +65,552 New
TAM
135
Trillium Asset Management
Massachusetts
$8.29M +$1.67M +13,206 +25%
WAM
136
Wolverine Asset Management
Illinois
$8.25M +$6.67M +52,500 +420%
Massachusetts Financial Services
137
Massachusetts Financial Services
Massachusetts
$8.01M -$49.3K -388 -0.6%
ACM
138
Atika Capital Management
New York
$7.97M -$4.35M -34,259 -35%
LIP
139
Lighthouse Investment Partners
Florida
$7.75M -$15.9M -125,254 -67%
USAA
140
United Services Automobile Association
Texas
$7.71M -$339K -2,688 -4%
TAM
141
Tabor Asset Management
New York
$7.58M +$568K +4,470 +8%
Swedbank
142
Swedbank
Sweden
$7.5M +$7.5M +59,039 New
ASRS
143
Arizona State Retirement System
Arizona
$7.49M +$7.49M +58,962 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.34M -$34.9M -277,513 -83%
Aviva
145
Aviva
United Kingdom
$7.3M -$26.5M -208,917 -78%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$7.23M -$44.3M -350,833 -86%
Ninety One (UK)
147
Ninety One (UK)
United Kingdom
$7.18M +$7.18M +56,585 New
Stifel Financial
148
Stifel Financial
Missouri
$7.01M -$1.38M -10,887 -16%
AWAM
149
Appian Way Asset Management
New York
$6.76M +$6.76M +53,280 New
AWM
150
AE Wealth Management
Kansas
$6.67M +$6.67M +52,514 New
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