Ferguson
FERG
519 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, 159 reducing their positions, and 59 closing their positions.
92% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 59
23% more capital invested
Capital invested by funds: $26.4B → $32.5B (+$6.12B)
20% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 159
11% more call options, than puts
Call options by funds: $85.2M | Put options by funds: $76.6M
10% more funds holding
Funds holding: 470 → 519 (+49)
4.41% more ownership
Funds ownership: 75.83% → 80.25% (+4.4%)
11% less funds holding in top 10
Funds holding in top 10: 36 → 32 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$658M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$331M |
| 3 |
State Street
Boston,
Massachusetts
|
+$256M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$141M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$148M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
-$114M |
| 3 |
NCMU
NAYA Capital Management (UK)
London,
United Kingdom
|
-$105M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$90.6M |
| 5 |
JFG
Jefferies Financial Group
New York
|
-$73.9M |
FERG Hedge Fund Activity: Q2 2023 in Review
519 of the 6,383 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 59 closed out — a net gain of 54 holders — while 191 added to existing stakes and 159 trimmed.
The largest buyer was BlackRock, adding an estimated $658M. The largest seller was Millennium Management, exiting entirely with an estimated $148M sold.
- 519 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 59 closed out, a net change of +54 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.