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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
PA
151
Parallel Advisors
California
$107K +$18.8K +132 +21%
ZB
152
Zions Bancorporation
Utah
$85K +$57K +400 +190%
JWM
153
Janiczek Wealth Management
Colorado
$79K +$3.27K +23 +4%
MHR
154
Matthew Hamilton Rosenberg
$74K
HWMA
155
Heritage Wealth Management (Arizona)
Arizona
$66K +$997 +7 +1%
PCG
156
Private Capital Group
Connecticut
$62K
HCP
157
Hexagon Capital Partners
Arkansas
$53K
Bessemer Group
158
Bessemer Group
New Jersey
$43K +$7.12K +50 +19%
ED
159
Exane Derivatives
France
$39.4K -$14.5K -102 -26%
EWA
160
Evolution Wealth Advisors
Florida
$38K +$38.7K +272 New
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$3.27K +23 +12%
CFA
162
Carroll Financial Associates
North Carolina
$26K +$14.7K +103 +117%
APA
163
American Portfolios Advisors
New York
$25.4K
TFIPS
164
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.6K
CCA
165
Column Capital Advisors
Indiana
$22K
SPIA
166
Steward Partners Investment Advisory
New York
$22K
BCA
167
Berman Capital Advisors
Georgia
$21K +$712 +5 +3%
LC
168
Lindbrook Capital
California
$21K +$712 +5 +3%
HR
169
Howe & Rusling
New York
$20K
FPS
170
Fieldpoint Private Securities
Connecticut
$19K
EBA
171
Eagle Bay Advisors
New York
$17K
EW
172
Evoke Wealth
California
$17K +$18.1K +127 New
RTL
173
Red Tortoise LLC
Georgia
$15K +$21.2K +149 New
SIM
174
Sonora Investment Management
Arizona
$14K
PB
175
Pinnacle Bancorp
Nebraska
$13K

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.