We are live on ! Find out more
FERG icon

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
CFGS
201
Concourse Financial Group Securities
Alabama
$3K +$3.42K +24 New
AF
202
Allworth Financial
California
$2K
ADL
203
Asset Dedication LLC
California
$2K +$1.71K +12 New
CWP
204
Concord Wealth Partners
Virginia
$1K -$570 -4 -29%
GAM
205
Gemmer Asset Management
California
$1K
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
-$33.7M -242,519 Closed
VRS
207
Virginia Retirement Systems
Virginia
-$18.9M -135,915 Closed
Marshall Wace
208
Marshall Wace
United Kingdom
-$594K -4,265 Closed
EGM
209
Engineers Gate Manager
New York
-$414K -2,966 Closed
CRI
210
Colonial River Investments
Virginia
-$275K -1,974 Closed
EI
211
Ethic Inc
New York
-$259K -1,856 Closed
LSAG
212
Lake Street Advisors Group
New Hampshire
-$249K -1,750 Closed
EFSCE
213
Enterprise Financial Services Corp (EFSC)
Missouri
-$35K -252 Closed
CFO
214
CVA Family Office
Colorado
-$22K -159 Closed
ASN
215
Advisory Services Network
Georgia
-$9K -68 Closed
SL
216
Savior LLC
Massachusetts
-$8K -59 Closed
JCM
217
Jacobi Capital Management
Pennsylvania
-$7K -50 Closed
KFP
218
KB Financial Partners
New Jersey
-$6K -43 Closed
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$4K -31 Closed
RE
220
RBC Europe
United Kingdom
-$4.19K -30 Closed
EVM
221
Eaton Vance Management
Massachusetts
-$3.27K -23 -10%
CA
222
Clearstead Advisors
Ohio
-$1.99K -14 -82%
SCA
223
Stonebridge Capital Advisors
Minnesota
-$1K -5 Closed
FAF
224
Första AP-fonden
Sweden
+$256K +1,797 +3%

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.