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Ferguson
FERG

287 hedge funds and large institutions have $12.8B invested in Ferguson in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

13% more funds holding

Funds holding: 254 → 287 (+33)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

0.68% more ownership

Funds ownership: 39.09% → 39.77% (+0.68%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

21% less capital invested

Capital invested by funds: $16.3B → $12.8B (-$3.41B)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
60
Increased
88
Reduced
87
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$750M
2
WCM Investment Management
WCM Investment Management
California
+$267M
3
Barclays
Barclays
United Kingdom
+$203M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$183M
5
PG
Pendal Group
Australia
+$98.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$180M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
3
MGIM
M&G Investment Management
United Kingdom
-$152M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$127M
5
Fidelity International
Fidelity International
Bermuda
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1
Trian Fund Management
New York
$1.56B +$1.66M +10,750 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21B +$29.6M +191,587 +2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.08B +$29.1M +188,752 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.07B -$163M -1,054,906 -12%
Invesco
5
Invesco
Georgia
$652M +$750M +4,859,882 New
Norges Bank
6
Norges Bank
Norway
$598M +$47M +304,788 +7%
JP Morgan Chase
7
JP Morgan Chase
New York
$530M -$180M -1,169,969 -23%
Royal London Asset Management
8
Royal London Asset Management
United Kingdom
$505M +$40.4M +261,728 +7%
Mitsubishi UFJ Trust & Banking
9
Mitsubishi UFJ Trust & Banking
Japan
$435M +$451K +2,924 +10%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$429M +$32.4M +210,243 +7%
Barclays
11
Barclays
United Kingdom
$375M +$203M +1,314,797 +89%
PG
12
Pendal Group
Australia
$353M +$98.7M +639,618 +33%
Goldman Sachs
13
Goldman Sachs
New York
$301M -$26.5M -171,828 -7%
WCM Investment Management
14
WCM Investment Management
California
$232M +$267M +1,732,530 New
Amundi
15
Amundi
France
$220M +$83.7M +542,618 +43%
Aviva
16
Aviva
United Kingdom
$195M -$110M -714,793 -33%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$187M -$35.7M -231,215 -14%
Bank of America
18
Bank of America
North Carolina
$182M -$55.3M -358,222 -21%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$162M +$183M +1,187,821 New
Swiss National Bank
20
Swiss National Bank
Switzerland
$133M +$10.2M +66,428 +7%
Citigroup
21
Citigroup
New York
$130M -$11.2M -72,703 -7%
Deutsche Bank
22
Deutsche Bank
Germany
$118M +$22.3M +144,494 +20%
CS
23
Credit Suisse
Switzerland
$102M -$8.29M -53,726 -7%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$98.2M +$5.62M +36,426 +5%
SCA
25
Southpoint Capital Advisors
New York
$93.9M +$26.7M +173,360 +33%
1
2 3 4 5

FERG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2022, worth a combined $12.8B — down 21% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FERG positions and 24 closed out — a net gain of 36 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $750M. The largest seller was JP Morgan Chase, cutting an estimated $180M.

  • 287 institutional investors held Ferguson (FERG) as of Q1 2022, up from 254 in Q4 2021.
  • Funds reported $12.8B of Ferguson stock for Q1 2022, down 21% quarter-over-quarter.
  • 60 funds opened new Ferguson positions in Q1 2022 and 24 closed out, a net change of +36 holders.
  • The largest Ferguson buyer in Q1 2022 was Invesco, an estimated $750M added.
  • The largest Ferguson seller in Q1 2022 was JP Morgan Chase, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2022.