Ferguson
FERG
254 hedge funds and large institutions have $16.3B invested in Ferguson in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 74 increasing their positions, 78 reducing their positions, and 13 closing their positions.
385% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 13
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
30% more capital invested
Capital invested by funds: $12.5B → $16.3B (+$3.74B)
21% more funds holding
Funds holding: 210 → 254 (+44)
0.35% more ownership
Funds ownership: 38.74% → 39.09% (+0.35%)
5% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
+$283M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$214M |
| 3 |
PC
Pelham Capital
London,
United Kingdom
|
+$106M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$97.9M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$60.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$209M |
| 2 |
Goldman Sachs
New York
|
-$139M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$98M |
| 4 |
Amundi
Paris,
France
|
-$91.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$79.4M |
FERG Hedge Fund Activity: Q4 2021 in Review
254 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2021, worth a combined $16.3B — up 30% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new FERG positions and 13 closed out — a net gain of 50 holders — while 74 added to existing stakes and 78 trimmed.
The largest buyer was Pendal Group, adding an estimated $283M. The largest seller was Trian Fund Management, cutting an estimated $209M.
- 254 institutional investors held Ferguson (FERG) as of Q4 2021, up from 210 in Q3 2021.
- Funds reported $16.3B of Ferguson stock for Q4 2021, up 30% quarter-over-quarter.
- 63 funds opened new Ferguson positions in Q4 2021 and 13 closed out, a net change of +50 holders.
- The largest Ferguson buyer in Q4 2021 was Pendal Group, an estimated $283M added.
- The largest Ferguson seller in Q4 2021 was Trian Fund Management, an estimated $209M sold.
Based on aggregated 13F filings for Q4 2021.