We are live on ! Find out more
FERG icon

Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
176
TIAA Trust, National Association
North Carolina
$15.1M +$13.7M +68,933 New
Nomura Asset Management
177
Nomura Asset Management
Japan
$15M +$3.17M +15,893 +30%
Neuberger Berman Group
178
Neuberger Berman Group
New York
$14.6M -$549K -2,754 -4%
JAM
179
Jupiter Asset Management
United Kingdom
$14.5M +$1.19M +5,957 +10%
D.E. Shaw & Co
180
D.E. Shaw & Co
New York
$14.3M +$9.81M +49,244 +301%
UCFA
181
United Capital Financial Advisors
Texas
$13M -$198K -995 -2%
PL
182
Perpetual Ltd
Australia
$12.7M -$1.19M -5,965 -9%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$12.6M +$30.7K +154 +0.3%
MG
184
Markel Group
Virginia
$12.6M +$3.79M +19,000 +49%
Two Sigma Advisers
185
Two Sigma Advisers
New York
$12.5M -$3.43M -17,200 -23%
ASRS
186
Arizona State Retirement System
Arizona
$12.2M -$18.7K -94 -0.2%
VIM
187
Vancity Investment Management
British Columbia, Canada
$11.9M +$10.9M +54,485 New
QCM
188
QRG Capital Management
Illinois
$11.6M +$2.47M +12,417 +30%
IFLIT
189
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$11M
MLL
190
Moody Lynn & Lieberson
Massachusetts
$11M +$10.1M +50,464 New
SAM
191
Silvercrest Asset Management
New York
$10.8M -$1.4M -7,011 -12%
LIP
192
Lighthouse Investment Partners
Florida
$10.7M -$2.25M -11,314 -19%
IMCOOI
193
Investment Management Corp of Ontario (IMCO)
Canada
$10.6M -$5.18M -26,012 -35%
LPL Financial
194
LPL Financial
California
$10.2M +$3.62M +18,184 +64%
Massachusetts Financial Services
195
Massachusetts Financial Services
Massachusetts
$9.93M -$3.31M -16,591 -27%
SCM
196
Silvant Capital Management
Georgia
$9.86M
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$9.72M +$1.93M +9,689 +28%
SC
198
Sagefield Capital
Texas
$9.63M -$1.02M -5,101 -10%
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$9.45M +$5.31M +26,630 +162%
Marshall Wace
200
Marshall Wace
United Kingdom
$9.4M +$8.57M +43,035 New

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.