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Ferguson
FERG

Overview Fund Activity

287 hedge funds and large institutions have $12.8B invested in Ferguson in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 89 increasing their positions, 87 reducing their positions, and 24 closing their positions.

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.54%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
60
Increased
89
Reduced
87
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$652M
2
WCM Investment Management
2
WCM Investment Management
California
$232M
3
Barclays
3
Barclays
United Kingdom
$375M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$162M
5
PG
5
Pendal Group
Australia
$353M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$530M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$34.3M
4
Fidelity International
4
Fidelity International
Bermuda
$82.8M
5
Aviva
5
Aviva
United Kingdom
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
176
Amplius Wealth Advisors
Pennsylvania
$369K 2,755 -1,153 -30%
CCA
177
Checchi Capital Advisers
California
$367K 2,720 +81 +3%
MG
178
Mather Group
Illinois
$357K 2,660 – –
RWM
179
Ritholtz Wealth Management
New York
$356K 2,654 -63 -2%
MWM
180
Mission Wealth Management
California
$348K 2,595 +365 +16%
LWAC
181
Laurel Wealth Advisors (California)
California
$344K 2,568 +2,568 New
AT
182
American Trust
Kentucky
$336K 2,504 +2,504 New
PFO
183
Pathstone Family Office
New Jersey
$328K 2,421 +2,421 New
BL
184
Balentine LLC
Georgia
$322K 2,357 +903 +62%
CP
185
Cumberland Partners
Ontario, Canada
$320K 2,385 +2,385 New
PWPS
186
Pinnacle Wealth Planning Services
Ohio
$313K 2,335 +2,335 New
SCA
187
Snowden Capital Advisors
New York
$299K 2,190 +1,793 +452%
PAS
188
Park Avenue Securities
New York
$294K 2,153 +2,153 New
P
189
Palladiem
Pennsylvania
$291K 2,167 – –
DCM
190
DGS Capital Management
New Jersey
$291K 2,168 +785 +57%
Creative Planning
191
Creative Planning
Kansas
$284K 2,118 +127 +6%
GC
192
Guggenheim Capital
Illinois
$283K 2,111 +395 +23%
FPS
193
Fieldpoint Private Securities
Connecticut
$272K 2,000 +1,861 +1,339%
CRI
194
Colonial River Investments
Virginia
$253K 1,883 -91 -5%
Two Sigma Advisers
195
Two Sigma Advisers
New York
$250K 1,863 +1,863 New
AssetMark Inc
196
AssetMark Inc
California
$249K 1,858 -251 -12%
SCA
197
Scott Capital Advisors
Oregon
$243K 1,812 – –
AIM
198
Aigen Investment Management
New York
$236K 1,759 +1,759 New
FTDI
199
First Trust Direct Indexing
Massachusetts
$227K 1,694 -164 -9%
RJT
200
Raymond James Trust
Florida
$226K 1,684 -51 -3%
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