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Ferguson
FERG

254 hedge funds and large institutions have $16.3B invested in Ferguson in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 74 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 13

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

30% more capital invested

Capital invested by funds: $12.5B → $16.3B (+$3.74B)

21% more funds holding

Funds holding: 210 → 254 (+44)

0.35% more ownership

Funds ownership: 38.74% → 39.09% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 78

Holders
254
Holders Change
+44
Holders Change %
+20.95%
% of All Funds
3.91%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
63
Increased
74
Reduced
78
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PG
Pendal Group
Australia
+$283M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
3
PC
Pelham Capital
United Kingdom
+$106M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$97.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$60.6M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
-$209M
2
Goldman Sachs
Goldman Sachs
New York
-$139M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$98M
4
Amundi
Amundi
France
-$91.8M
5
Bank of America
Bank of America
North Carolina
-$79.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
201
Lindbrook Capital
California
$28K +$313 +2 +1%
EWA
202
EverSource Wealth Advisors
Alabama
$27K +$23.2K +148 New
SC
203
Seldon Capital
California
$27K +$23.5K +150 New
FPS
204
Fieldpoint Private Securities
Connecticut
$25K – – –
UB
205
UMB Bank
Missouri
$25K +$21.6K +138 New
SFO
206
Standard Family Office
South Dakota
$24K +$21.3K +136 New
EW
207
Evoke Wealth
California
$23K +$157 +1 +0.8%
HNB
208
Huntington National Bank
Ohio
$23K +$19.9K +127 New
WTA
209
Washington Trust Advisors
Massachusetts
$23K +$20.2K +129 New
EBA
210
Eagle Bay Advisors
New York
$22K – – –
HR
211
Howe & Rusling
New York
$20K -$4.7K -30 -21%
SWM
212
Spire Wealth Management
Virginia
$19K +$3.45K +22 +27%
TFM
213
TFC Financial Management
Massachusetts
$17K – – –
PB
214
Pinnacle Bancorp
Nebraska
$16K – – –
DAM
215
Delta Asset Management
Tennessee
$15K – – –
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$15K – – –
VCM
217
Vigilant Capital Management
Maine
$12K – – –
WT
218
Whittier Trust
California
$12K – – –
AP
219
Arlington Partners
Alabama
$11K +$9.4K +60 New
WT
220
Washington Trust
Rhode Island
$10K +$313 +2 +4%
FCA
221
FinTrust Capital Advisors
South Carolina
$9K -$3.6K -23 -32%
ETC
222
Exchange Traded Concepts
Oklahoma
$9K – – –
Jones Financial Companies
223
Jones Financial Companies
Missouri
$9K – – –
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$8K -$3.92K -25 -36%
FHA
225
First Horizon Advisors
Tennessee
$8K +$1.25K +8 +23%
7 8
9
10 11

FERG Hedge Fund Activity: Q4 2021 in Review

254 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q4 2021, worth a combined $16.3B — up 30% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FERG positions and 13 closed out — a net gain of 50 holders — while 74 added to existing stakes and 78 trimmed.

The largest buyer was Pendal Group, adding an estimated $283M. The largest seller was Trian Fund Management, cutting an estimated $209M.

  • 254 institutional investors held Ferguson (FERG) as of Q4 2021, up from 210 in Q3 2021.
  • Funds reported $16.3B of Ferguson stock for Q4 2021, up 30% quarter-over-quarter.
  • 63 funds opened new Ferguson positions in Q4 2021 and 13 closed out, a net change of +50 holders.
  • The largest Ferguson buyer in Q4 2021 was Pendal Group, an estimated $283M added.
  • The largest Ferguson seller in Q4 2021 was Trian Fund Management, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2021.