Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ferguson Enterprises Inc (FERG)

917 + Investors. Track Smart Money conviction in FERG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
8Q ▲
Buyers last Q
55%

Smart Money Signals — FERG

Based on 922 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added FERG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
922 hedge funds hold FERG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+231 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

503 buying408 selling
Last quarter: 503 funds bought or added vs 408 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~136 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 171 → 157 → 140 → 136. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 28% entered in last year

■ 2% conviction (2yr+) ■ 69% medium ■ 28% new
Only 23 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

113 → 171 → 157 → 140 → 136 new funds/Q
New funds entering each quarter: 171 → 157 → 140 → 136. FERG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 2% veterans, 39% new entrants

■ 2% veterans ■ 60% 1-2yr ■ 39% new
Of 939 current holders: 18 (2%) held 2+ years, 559 held 1–2 years, 362 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
65 of 920 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in FERG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FERG

In 2026 Q1, 503 hedge funds were net buyers of FERG (136 opened a new position, 367 added to an existing one), while 408 reduced or exited (297 trimmed, 111 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in FERG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 922.

Hedge Fund Ownership: FERG

How many hedge funds hold FERG — quarterly history vs. share price
Quarterly hedge fund ownership of FERG vs. share price

Market Analysis: FERG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FERG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ferguson Enterprises Inc (FERG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FERG has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
FERG
+0.7%
XLI
+11.0%

FERG outperformed XLI by -10.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FERG
+4.9%
XLI
+4.8%

Since the filing became public, FERG outperformed XLI by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 13 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: FERG
917 + Investors

Track Smart Money conviction in FERG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 917 897 2.23%
13F Shares 180M 182M -1.1%
Total Value $40.19B $40.25B -0.16%
New Positions 135 140 -5
Increased Positions 364 296 +68
Closed Positions 115 104 +11
Reduced Positions 289 332 -43
Total Calls 9 11 -18.18%
Total Puts 9 6 50.0%
PUT/CALL Ratio 1.0 0.55 Neutral

Statistics: FERG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

917 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FERG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FERG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mbb Public Markets I LLC 14.67% 527,772 $123.1M
2 Foxhaven Asset Management, LP 10.06% 1,374,460 $320.6M
3 59 North Capital Management, LP 9.93% 1,427,341 $332.9M
4 Clio Asset Management LLC 9.73% 49,789 $11.6M
5 Lionstone Capital Management LLC 9.10% 161,048 $37.6M
6 Teca Partners, LP 8.99% 55,872 $13.0M
7 GFI Investment Counsel Ltd. 8.39% 262,970 $61.3M
8 Manchester Global Management (UK) Ltd 7.71% 247,616 $57.8M
9 Crow's Nest Holdings LP 6.60% 121,000 $28.2M
10 Triavera Capital LLC 6.41% 45,988 $10.7M
11 Durable Capital Partners LP 5.26% 2,191,975 $511.3M
12 Tran Capital Management, L.P. 5.22% 163,061 $38.0M
13 Rivermont Capital Management LP 5.06% 103,063 $24.0M
14 Stenham Asset Management (UK) Plc 5.01% 20,200 $4.5M
15 London & Capital Asset Management Ltd 4.74% 1,864,092 $435.1M
16 Mirabaud Asset Management Ltd 4.58% 24,876 $5.6M
17 Beck Mack & Oliver LLC 4.01% 832,656 $194.2M
18 Dudley & Shanley, INC. 3.98% 104,175 $24.3M
19 Fiduciary Management Inc /Wi/ 3.87% 1,337,332 $311.9M
20 SMA Capital LLC 3.59% 35,662 $8.3M
21 Eminence Capital, LP 3.45% 645,805 $150.6M
22 English Capital Management LLC 3.29% 24,093 $5.6M
23 Nexus Investment Management ULC 3.26% 100,031 $23.3M
24 Socorro Asset Management LP 2.96% 28,091 $6.6M
25 Southpoint Capital Advisors LP 2.88% 600,000 $140.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ferguson Enterprises Inc (FERG)

What does the Smart Money Trend signal show for FERG?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added FERG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FERG?

Slight buying edge — 55% buying: Last quarter: 503 funds bought or added vs 408 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FERG holders?

Elite ownership — 45% AUM from top-100 funds: 65 of 920 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in FERG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FERG?

Mostly new holders — 28% entered in last year: Only 23 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Ferguson Enterprises Inc (FERG) following the 2026 Q1 hedge fund 13F filings?

As of today, FERG has moved +4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), FERG has gained +0.7% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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