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Ferguson

707 hedge funds and large institutions have $38.7B invested in Ferguson in 2024 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 237 increasing their positions, 246 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 94

59% more funds holding in top 10

Funds holding in top 10: 1727 (+10)

16% more call options, than puts

Call options by funds: $133M | Put options by funds: $115M

8% more capital invested

Capital invested by funds: $35.8B → $38.7B (+$2.99B)

8% more funds holding

Funds holding: 655707 (+52)

3.91% more ownership

Funds ownership: 80.79%84.7% (+3.9%)

4% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 246

Holders
707
Holders Change
+52
Holders Change %
+7.94%
% of All Funds
10.15%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.39%
New
151
Increased
237
Reduced
246
Closed
94
Calls
$133M
Puts
$115M
Net Calls
+$17.8M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
1
M&G plc
United Kingdom
$4.44B +$549K +2,711 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.65B -$1.43B -7,043,675 -28%
BlackRock
3
BlackRock
New York
$2.57B +$176M +868,632 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.67B +$58.5M +288,935 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.23B -$21M -103,563 -2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$967M -$17.6M -86,716 -2%
Invesco
7
Invesco
Georgia
$945M +$109M +536,392 +13%
State Street
8
State Street
Massachusetts
$905M +$32.7M +161,662 +4%
APG Asset Management
9
APG Asset Management
Netherlands
$839M -$101M -497,615 -10%
PCH
10
Polar Capital Holdings
United Kingdom
$725M -$5.17M -25,515 -25%
Norges Bank
11
Norges Bank
Norway
$652M -$244M -1,203,546 -27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$633M +$5.2M +25,677 +0.8%
FMI
13
Fiduciary Management Inc
Wisconsin
$587M +$264M +1,302,058 +79%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$519M -$7.82M -38,591 -1%
Brown Advisory
15
Brown Advisory
Maryland
$510M +$291M +1,436,025 +127%
Franklin Resources
16
Franklin Resources
California
$478M +$27.1M +133,769 +6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$477M +$129M +638,759 +36%
Goldman Sachs
18
Goldman Sachs
New York
$455M +$29.9M +147,556 +7%
CCM
19
Cantillon Capital Management
New York
$337M -$10.2M -50,239 -3%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$329M +$32.2M +159,080 +11%
Legal & General Group
21
Legal & General Group
United Kingdom
$317M -$16.5M -81,678 -5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$306M -$4.66M -23,019 -1%
Amundi
23
Amundi
France
$299M +$21.9M +108,095 +8%
UBS AM
24
UBS AM
Illinois
$290M +$240M +1,183,143 +423%
Marshall Wace
25
Marshall Wace
United Kingdom
$289M +$295M +1,455,951 +76,629%

FERG Hedge Fund Activity: Q3 2024 in Review

707 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q3 2024, worth a combined $38.7B — up 8.4% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new FERG positions and 94 closed out — a net gain of 57 holders — while 237 added to existing stakes and 246 trimmed.

The largest buyer was Marshall Wace, adding an estimated $295M. The largest seller was Vanguard Group, cutting an estimated $1.43B.

  • 707 institutional investors held Ferguson (FERG) as of Q3 2024, up from 655 in Q2 2024.
  • Funds reported $38.7B of Ferguson stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 151 funds opened new Ferguson positions in Q3 2024 and 94 closed out, a net change of +57 holders.
  • The largest Ferguson buyer in Q3 2024 was Marshall Wace, an estimated $295M added.
  • The largest Ferguson seller in Q3 2024 was Vanguard Group, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2024.