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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
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$12K +$2.66K +20 +30%
DAM
177
Delta Asset Management
Tennessee
$12K +$11.3K +85 New
CFA
178
Carroll Financial Associates
North Carolina
$12K +$11.7K +88 New
SWM
179
Spire Wealth Management
Virginia
$11K -$5.58K -42 -34%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$10K -$5.31K -40 -36%
FCA
181
FinTrust Capital Advisors
South Carolina
$10K
ASN
182
Advisory Services Network
Georgia
$9K +$9.03K +68 New
SL
183
Savior LLC
Massachusetts
$8K
JCM
184
Jacobi Capital Management
Pennsylvania
$7K
WT
185
Washington Trust
Rhode Island
$7K +$6.38K +48 New
Jones Financial Companies
186
Jones Financial Companies
Missouri
$7K +$6.64K +50 New
ETC
187
Exchange Traded Concepts
Oklahoma
$7K +$7.04K +53 New
KFP
188
KB Financial Partners
New Jersey
$6K -$9.16K -69 -62%
BMD
189
Better Money Decisions
New Mexico
$5K
HWM
190
HighMark Wealth Management
Minnesota
$5K
WT
191
Whittier Trust
California
$5K
CFD
192
Creative Financial Designs
Indiana
$5K +$4.38K +33 New
LWM
193
Liberty Wealth Management
California
$5K +$4.78K +36 New
RE
194
RBC Europe
United Kingdom
$4.19K +$3.98K +30 New
MAM
195
Meeder Asset Management
Ohio
$4K
GRP
196
Global Retirement Partners
California
$4K +$398 +3 +12%
LWCFA
197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4.12K +31 New
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.91K
KJHP
199
K.J. Harrison & Partners
Ontario, Canada
$2.37K
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$2K -$12.2K -92 -84%

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.