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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
TFM
1
Trian Fund Management
New York
$1.82B -$12.6M -94,866 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.2B +$10.7M +80,928 +1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$977M +$112M +846,008 +14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$817M +$103M +775,917 +15%
JP Morgan Chase
5
JP Morgan Chase
New York
$743M +$53.3M +401,355 +8%
Norges Bank
6
Norges Bank
Norway
$604M -$47.6M -358,183 -8%
Royal London Asset Management
7
Royal London Asset Management
United Kingdom
$473M +$5.94M +44,709 +1%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$418M +$12.7M +95,451 +3%
Goldman Sachs
9
Goldman Sachs
New York
$348M +$56.6M +426,070 +21%
Aviva
10
Aviva
United Kingdom
$346M -$5.97M -44,926 -2%
Barclays
11
Barclays
United Kingdom
$273M -$20.1M -151,224 -7%
Bank of America
12
Bank of America
North Carolina
$256M +$32.3M +243,108 +15%
UIM
13
USS Investment Management
United Kingdom
$247M
Fidelity International
14
Fidelity International
Bermuda
$220M -$17.6M -132,144 -8%
SCA
15
Southpoint Capital Advisors
New York
$209M -$39.8M -300,000 -17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$200M -$692M -5,208,930 -78%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$154M -$11.7M -88,457 -7%
Citigroup
18
Citigroup
New York
$146M -$13.6M -102,148 -9%
Swiss National Bank
19
Swiss National Bank
Switzerland
$133M +$11M +82,449 +9%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$129M +$62.9M +473,849 +105%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$124M +$12.7M +95,521 +12%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$121M -$24.2M -181,988 -17%
Deutsche Bank
23
Deutsche Bank
Germany
$116M +$11.6M +87,561 +12%
CS
24
Credit Suisse
Switzerland
$106M -$286M -2,149,982 Closed
Allianz Asset Management
25
Allianz Asset Management
Germany
$104M -$15.3M -114,826 -13%

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.