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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
AF
201
Allworth Financial
California
$2K
CWP
202
Concord Wealth Partners
Virginia
$2K
FHA
203
First Horizon Advisors
Tennessee
$2K
CA
204
Clearstead Advisors
Ohio
$2K +$1.86K +14 +467%
GAM
205
Gemmer Asset Management
California
$1K
SCA
206
Stonebridge Capital Advisors
Minnesota
$1K
FHC
207
First Horizon Corporation
Tennessee
$1K +$1.86K +14 New
Macquarie Group
208
Macquarie Group
Australia
-$19.4M -161,778 Closed
First Trust Advisors
209
First Trust Advisors
Illinois
-$3.94M -32,770 Closed
DZ Bank
210
DZ Bank
Germany
-$2.75M -23,000 Closed
MLICM
211
Metropolitan Life Insurance Company (MetLife)
New York
-$1.25M -10,480 Closed
BC
212
Brookfield Corp
Ontario, Canada
-$1.2M -10,000 Closed
IP
213
Interval Partners
New York
-$1.04M -8,703 Closed
PFM
214
Premier Fund Managers
United Kingdom
-$698K -5,781 Closed
MCIA
215
Mountain Capital Investment Advisors
Colorado
-$450K -3,567 Closed
SFO
216
Standard Family Office
South Dakota
-$59K -492 Closed
APWM
217
Atlas Private Wealth Management
New York
-$12K -100 Closed
GWS
218
Glassman Wealth Services
Virginia
-$12K -96 Closed
WP
219
WealthShield Partners
North Carolina
-$4K -36 Closed
MWP
220
Meridian Wealth Partners
Pennsylvania
-$3K -26 Closed
SFS
221
Sowell Financial Services
Arkansas
-$1K -5 Closed
FFG
222
Ford Financial Group
California
+$664 +5 New
FAF
223
Första AP-fonden
Sweden
+$62.8K +473 +0.8%
RW
224
RVW Wealth
California
+$447K +3,365 New

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.