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
TFM
1
Trian Fund Management
New York
$1.77B -$55.3M -388,442 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.23B +$33.6M +235,833 +3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.09B +$118M +832,112 +12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.05B +$241M +1,694,506 +29%
JP Morgan Chase
5
JP Morgan Chase
New York
$730M -$13.4M -93,825 -2%
Norges Bank
6
Norges Bank
Norway
$588M -$18M -126,483 -3%
Mitsubishi UFJ Trust & Banking
7
Mitsubishi UFJ Trust & Banking
Japan
$508M -$420K -2,947 -7%
Royal London Asset Management
8
Royal London Asset Management
United Kingdom
$486M +$13.9M +97,683 +3%
Goldman Sachs
9
Goldman Sachs
New York
$461M +$115M +806,161 +32%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$391M +$399M +2,804,997 New
Aviva
11
Aviva
United Kingdom
$336M -$10.1M -70,957 -3%
Bank of America
12
Bank of America
North Carolina
$310M +$54.8M +384,696 +21%
UIM
13
USS Investment Management
United Kingdom
$248M
Amundi
14
Amundi
France
$231M +$263M +1,843,960 New
Barclays
15
Barclays
United Kingdom
$230M -$44.3M -310,938 -16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$213M +$13.7M +95,955 +7%
Fidelity International
17
Fidelity International
Bermuda
$205M -$14.8M -103,891 -7%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$147M -$6.6M -46,351 -4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$132M +$8.6M +60,379 +7%
Citigroup
20
Citigroup
New York
$132M -$14.7M -103,265 -10%
Swiss National Bank
21
Swiss National Bank
Switzerland
$129M -$4.1M -28,799 -3%
CS
22
Credit Suisse
Switzerland
$115M +$118M +827,559 New
Allianz Asset Management
23
Allianz Asset Management
Germany
$107M +$2.42M +17,013 +2%
Lazard Asset Management
24
Lazard Asset Management
New York
$101M -$2.14M -15,049 -2%
Deutsche Bank
25
Deutsche Bank
Germany
$101M -$15.9M -111,927 -13%

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.