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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
TFM
176
TFC Financial Management
Massachusetts
$13K
DAM
177
Delta Asset Management
Tennessee
$12K
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$12K
SWM
179
Spire Wealth Management
Virginia
$11K
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$10K
FCA
181
FinTrust Capital Advisors
South Carolina
$10K
LWM
182
Liberty Wealth Management
California
$10K +$4.13K +29 +81%
GRP
183
Global Retirement Partners
California
$10K +$6.12K +43 +154%
WT
184
Whittier Trust
California
$9K +$3.99K +28 +72%
SSC
185
Syverson Strege & Co
Iowa
$9K +$9.54K +67 New
VCM
186
Vigilant Capital Management
Maine
$9K +$9.68K +68 New
ETC
187
Exchange Traded Concepts
Oklahoma
$7K -$712 -5 -9%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$7K
WT
189
Washington Trust
Rhode Island
$7K +$427 +3 +6%
GKWIM
190
Gerber Kawasaki Wealth & Investment Management
California
$7K +$7.69K +54 New
CPC
191
Consolidated Planning Corp
Georgia
$6K +$5.84K +41 New
HWM
192
HighMark Wealth Management
Minnesota
$5K -$570 -4 -11%
BMD
193
Better Money Decisions
New Mexico
$5K
CFD
194
Creative Financial Designs
Indiana
$5K
LWP
195
Laurel Wealth Planning
Minnesota
$5K +$5.13K +36 New
MAM
196
Meeder Asset Management
Ohio
$4K
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.71K +12 +71%
FHA
198
First Horizon Advisors
Tennessee
$4K +$1.99K +14 +67%
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.9K
HWA
200
HHM Wealth Advisors
Tennessee
$3K +$2.85K +20 New

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.