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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
JWM
151
Janiczek Wealth Management
Colorado
$76K +$133 +1 +0.2%
MHR
152
Matthew Hamilton Rosenberg
$74K +$70.4K +530 New
HWMA
153
Heritage Wealth Management (Arizona)
Arizona
$65K +$3.06K +23 +5%
PCG
154
Private Capital Group
Connecticut
$61K -$3.72K -28 -6%
ED
155
Exane Derivatives
France
$56K -$97.6K -735 -66%
HCP
156
Hexagon Capital Partners
Arkansas
$53K
Bessemer Group
157
Bessemer Group
New Jersey
$36K +$5.18K +39 +18%
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$1.46K +11 +5%
EVM
159
Eaton Vance Management
Massachusetts
$31K +$29.9K +225 New
ZB
160
Zions Bancorporation
Utah
$29K +$28K +211 New
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$28K
APA
162
American Portfolios Advisors
New York
$25.3K
TFIPS
163
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.6K
SPIA
164
Steward Partners Investment Advisory
New York
$22K -$4.25K -32 -17%
CCA
165
Column Capital Advisors
Indiana
$22K
CFO
166
CVA Family Office
Colorado
$22K +$21.1K +159 New
LC
167
Lindbrook Capital
California
$21K
BCA
168
Berman Capital Advisors
Georgia
$21K +$664 +5 +3%
HR
169
Howe & Rusling
New York
$20K -$2.66K -20 -12%
FPS
170
Fieldpoint Private Securities
Connecticut
$19K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$18K
EBA
172
Eagle Bay Advisors
New York
$18K +$16.1K +121 New
SIM
173
Sonora Investment Management
Arizona
$14K
TFM
174
TFC Financial Management
Massachusetts
$13K
PB
175
Pinnacle Bancorp
Nebraska
$13K +$12.4K +93 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.