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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
AR
201
Advisory Research
Illinois
$9.32M +$1.67M +8,382 +24%
MIF
202
Mediolanum International Funds
Ireland
$9.32M +$9.31M +46,734 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.22M +$4.23M +21,213 +89%
Harris Associates
204
Harris Associates
Illinois
$9.18M -$3.58M -17,945 -30%
HA
205
Harbor Advisors
Florida
$9.02M -$1.78M -8,935 -18%
WP
206
Woodline Partners
California
$8.96M -$1.23M -6,195 -13%
SAM
207
Socorro Asset Management
Texas
$8.93M -$811K -4,072 -9%
Artisan Partners
208
Artisan Partners
Wisconsin
$8.69M -$1.16M -5,817 -13%
CGI
209
Comgest Global Investors
France
$8.58M +$7.83M +39,294 New
VanEck Associates
210
VanEck Associates
New York
$8.42M +$496K +2,487 +7%
DC
211
Davenport & Co
Virginia
$8.14M -$827K -4,150 -10%
GLA
212
Great Lakes Advisors
Illinois
$8.12M -$747K -3,749 -9%
LCM
213
Laurion Capital Management
New York
$8.08M
CCM
214
Canal Capital Management
Virginia
$7.91M -$69.1K -347 -0.9%
SWS
215
SYSTM Wealth Solutions
Illinois
$7.88M +$97.8K +491 +1%
OLA
216
Oliver Luxxe Assets
New Jersey
$7.44M -$17.5K -88 -0.3%
GIA
217
GHP Investment Advisors
Colorado
$7.41M +$640K +3,214 +10%
M&T Bank
218
M&T Bank
New York
$7.33M -$133K -667 -2%
DZ Bank
219
DZ Bank
Germany
$7.32M +$3.26M +16,348 +95%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$7.32M +$1.39M +6,997 +26%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$7.26M +$988K +4,960 +18%
Daiwa Securities Group
222
Daiwa Securities Group
Japan
$7.17M +$2.91M +14,590 +80%
RCM
223
RNC Capital Management
California
$7M -$175K -880 -3%
Mawer Investment Management
224
Mawer Investment Management
Alberta, Canada
$6.58M +$2.73M +13,679 +83%
HighTower Advisors
225
HighTower Advisors
Illinois
$6.45M -$259K -1,302 -4%

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.