Ferguson
FERG
553 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 180 reducing their positions, and 42 closing their positions.
96% more call options, than puts
Call options by funds: $63.4M | Put options by funds: $32.4M
88% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 42
24% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 180
7% more funds holding
Funds holding: 519 → 553 (+34)
3% more capital invested
Capital invested by funds: $32.5B → $33.5B (+$974M)
1.59% less ownership
Funds ownership: 80.25% → 78.65% (-1.6%)
3% less funds holding in top 10
Funds holding in top 10: 32 → 31 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$120M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$93.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$79M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$76.4M |
| 5 |
UIM
USS Investment Management
London,
United Kingdom
|
+$49.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
-$229M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$168M |
| 3 |
Barclays
London,
United Kingdom
|
-$97.9M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
-$94.7M |
| 5 |
Goldman Sachs
New York
|
-$89.5M |
FERG Hedge Fund Activity: Q3 2023 in Review
553 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q3 2023, worth a combined $33.5B — up 3% from $32.5B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new FERG positions and 42 closed out — a net gain of 37 holders — while 223 added to existing stakes and 180 trimmed.
The largest buyer was Brown Advisory, adding an estimated $120M. The largest seller was Perpetual Ltd, cutting an estimated $229M.
- 553 institutional investors held Ferguson (FERG) as of Q3 2023, up from 519 in Q2 2023.
- Funds reported $33.5B of Ferguson stock for Q3 2023, up 3% quarter-over-quarter.
- 79 funds opened new Ferguson positions in Q3 2023 and 42 closed out, a net change of +37 holders.
- The largest Ferguson buyer in Q3 2023 was Brown Advisory, an estimated $120M added.
- The largest Ferguson seller in Q3 2023 was Perpetual Ltd, an estimated $229M sold.
Based on aggregated 13F filings for Q3 2023.