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Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
1
M&G plc
United Kingdom
$5.76B +$52.4M +263,193 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.62B -$14M -70,402 -0.3%
BlackRock
3
BlackRock
New York
$2.81B +$53.9M +270,721 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.79B +$141M +708,929 +9%
PCH
5
Polar Capital Holdings
United Kingdom
$1.72B -$6.9M -34,616 -19%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$1.17B -$173M -866,306 -14%
APG Asset Management
7
APG Asset Management
Netherlands
$1.1B +$8.57M +43,021 +0.8%
Invesco
8
Invesco
Georgia
$1.06B -$180M -904,976 -16%
Norges Bank
9
Norges Bank
Norway
$1.01B -$104M -523,422 -10%
State Street
10
State Street
Massachusetts
$957M -$22M -110,455 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$687M +$22.7M +113,692 +4%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$621M -$91.6M -459,878 -14%
TFM
13
Trian Fund Management
New York
$545M -$338M -1,696,565 -40%
Brown Advisory
14
Brown Advisory
Maryland
$509M -$7.98M -40,032 -2%
Franklin Resources
15
Franklin Resources
California
$496M -$88.6M -444,543 -16%
JP Morgan Chase
16
JP Morgan Chase
New York
$491M -$58.2M -292,108 -12%
Goldman Sachs
17
Goldman Sachs
New York
$488M -$177M -886,682 -28%
CCM
18
Cantillon Capital Management
New York
$401M -$7.42M -37,260 -2%
FMI
19
Fiduciary Management Inc
Wisconsin
$381M -$24.6M -123,255 -7%
Legal & General Group
20
Legal & General Group
United Kingdom
$376M +$36M +180,725 +12%
Amundi
21
Amundi
France
$365M -$152M -763,874 -31%
Royal London Asset Management
22
Royal London Asset Management
United Kingdom
$358M -$3.59M -18,014 -1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$354M +$276M +1,384,570 +589%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$342M +$2.36M +11,852 +0.8%
Northern Trust
25
Northern Trust
Illinois
$337M -$14.5M -72,907 -5%

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.