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Ferguson
FERG

Overview Fund Activity

316 hedge funds and large institutions have $11B invested in Ferguson in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 38 closing their positions.

Holders
316
Holders Change
+29
Holders Change %
+10.1%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.39%
New
71
Increased
108
Reduced
94
Closed
38
Calls
$11.8M
Puts
$27.1M
Net Calls
-$15.3M
Net Calls Change
-$15.3M

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$174M
3
TFM
3
Trian Fund Management
New York
$1.42B
4
SCA
4
Southpoint Capital Advisors
New York
$232M
5
UBS Group
5
UBS Group
Switzerland
$174M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$1.31M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$793M
3
Barclays
3
Barclays
United Kingdom
$130M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$767M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$337M
Name Market Value Shares Shares
Change 		Shares
Change %
Calamos Advisors
176
Calamos Advisors
Illinois
$773K 6,982 +561 +9%
SCA
177
Snowden Capital Advisors
New York
$742K 6,654 +4,464 +204%
BCV
178
Banque Cantonale Vaudoise
Switzerland
$712K 6,376 – –
OQS
179
Occudo Quantitative Strategies
Florida
$711K 6,421 +1,526 +31%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$704K 6,358 -450 -7%
EDRH
181
Edmond de Rothschild Holding
Switzerland
$697K 6,270 -2,972 -32%
LNWWM
182
Laird Norton Wetherby Wealth Management
California
$696K 6,287 +232 +4%
VPIM
183
Vanguard Personalized Indexing Management
California
$685K 6,186 +916 +17%
AC
184
Apogem Capital
New York
$671K 6,000 – –
EAM
185
Eagle Asset Management
Florida
$670K 6,059 -536 -8%
BFM
186
Boothbay Fund Management
New York
$664K 6,000 +380 +7%
COI
187
Connable Office Inc
Michigan
$626K 5,652 – –
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$624K 5,595 +5,595 New
Daiwa Securities Group
189
Daiwa Securities Group
Japan
$619K 5,590 -584 -9%
VCA
190
Verdence Capital Advisors
Maryland
$608K 5,492 +371 +7%
Comerica Bank
191
Comerica Bank
Texas
$606K 5,229 +232 +5%
TRCT
192
Tower Research Capital (TRC)
New York
$582K 5,258 +845 +19%
LWAM
193
Legacy Wealth Asset Management
Minnesota
$572K 5,169 +176 +4%
RJFSA
194
Raymond James Financial Services Advisors
Florida
$547K 4,938 +3,352 +211%
TI
195
Trexquant Investment
Connecticut
$515K 4,653 +145 +3%
Creative Planning
196
Creative Planning
Kansas
$493K 4,456 +2,338 +110%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$455K 4,113 +4,113 New
VAS
198
Vestmark Advisory Solutions
Massachusetts
$452K 4,078 -35 -0.9%
GT
199
Greenleaf Trust
Michigan
$440K 3,972 -37 -0.9%
SWM
200
Sendero Wealth Management
Texas
$431K 3,862 +3,862 New
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