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Ferguson

518 hedge funds and large institutions have $32.5B invested in Ferguson in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 191 increasing their positions, 158 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 60

23% more capital invested

Capital invested by funds: $26.4B → $32.5B (+$6.12B)

21% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 158

11% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $76.6M

10% more funds holding

Funds holding: 470518 (+48)

4.41% more ownership

Funds ownership: 75.83%80.25% (+4.4%)

11% less funds holding in top 10

Funds holding in top 10: 3632 (-4)

Holders
518
Holders Change
+48
Holders Change %
+10.21%
% of All Funds
8.13%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.5%
New
113
Increased
191
Reduced
158
Closed
60
Calls
$85.2M
Puts
$76.6M
Net Calls
+$8.57M
Net Calls Change
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$5.24M +$2.2M +15,456 +87%
Osaic Holdings
202
Osaic Holdings
Arizona
$5.23M +$595K +4,179 +14%
PAMP
203
Polar Asset Management Partners
Ontario, Canada
$5.13M +$4.64M +32,600 New
HSBC Holdings
204
HSBC Holdings
United Kingdom
$5.13M +$1.81M +12,682 +64%
VanEck Associates
205
VanEck Associates
New York
$5.08M +$487K +3,419 +12%
M&T Bank
206
M&T Bank
New York
$5.06M +$717K +5,035 +19%
OAM
207
Ostrum Asset Management
France
$5.04M +$32.9K +231 +0.7%
GC
208
Guggenheim Capital
Illinois
$4.97M +$193K +1,355 +4%
DZ Bank
209
DZ Bank
Germany
$4.94M +$24.6K +173 +0.6%
GCM
210
Genus Capital Management
British Columbia, Canada
$4.89M +$4.43M +31,075 New
AA
211
Armor Advisors
New York
$4.82M -$7.83M -55,000 -64%
GGHC
212
Gilder Gagnon Howe & Co
New York
$4.67M -$570 -4 -0%
NA
213
Nordwand Advisors
Pennsylvania
$4.59M -$86K -604 -2%
SWS
214
SYSTM Wealth Solutions
Illinois
$4.47M -$457K -3,211 -10%
Squarepoint
215
Squarepoint
New York
$4.17M -$16.3M -114,183 -81%
MYIA
216
Mount Yale Investment Advisors
Colorado
$4.15M +$353K +2,476 +10%
LPL Financial
217
LPL Financial
California
$3.86M +$510K +3,581 +17%
CP
218
Cumberland Partners
Ontario, Canada
$3.8M +$7.83K +55 +0.2%
LIP
219
Lighthouse Investment Partners
Florida
$3.74M -$17.4M -122,344 -84%
FC
220
FORA Capital
Florida
$3.7M +$315K +2,214 +10%
VMPIC
221
Varma Mutual Pension Insurance Co
Finland
$3.62M -$3.96M -27,795 -55%
NAM
222
Nissay Asset Management
Japan
$3.46M -$53.4K -375 -2%
Artisan Partners
223
Artisan Partners
Wisconsin
$3.41M -$347K -2,438 -10%
Principal Financial Group
224
Principal Financial Group
Iowa
$3.37M +$664K +4,665 +28%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$3.32M +$815K +5,719 +37%

FERG Hedge Fund Activity: Q2 2023 in Review

518 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q2 2023, worth a combined $32.5B — up 23% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FERG positions and 60 closed out — a net gain of 53 holders — while 191 added to existing stakes and 158 trimmed.

The largest buyer was BlackRock, adding an estimated $658M. The largest seller was Millennium Management, exiting entirely with an estimated $148M sold.

  • 518 institutional investors held Ferguson (FERG) as of Q2 2023, up from 470 in Q1 2023.
  • Funds reported $32.5B of Ferguson stock for Q2 2023, up 23% quarter-over-quarter.
  • 113 funds opened new Ferguson positions in Q2 2023 and 60 closed out, a net change of +53 holders.
  • The largest Ferguson buyer in Q2 2023 was BlackRock, an estimated $658M added.
  • The largest Ferguson seller in Q2 2023 was Millennium Management, an estimated $148M sold.

Based on aggregated 13F filings for Q2 2023.