FERG
Ferguson plc · Industrials · Industrial - Distribution
Señales de momentum (gestores comparables):
amplitud de titulares +16.7% ·
flujo de acciones +1.1% ·
nuevas posiciones netas +14.3%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 166 | +5 | 128.88M | $30.59B | +7 | −1 |
| Q1 2026 | 163 | -4 | 131.10M | $30.51B | +1 | −6 |
| Q4 2025 | 166 | -1 | 138.06M | $30.75B | +1 | −1 |
| Q3 2025 | 25 | +4 | 60.68M | $13.63B | +4 | −1 |
| Q2 2025 | 19 | -2 | 56.19M | $12.24B | — | −2 |
| Q1 2025 | 18 | -3 | 20.28M | $3.25B | — | −3 |
| Q4 2024 | 21 | +3 | 21.76M | $3.78B | +3 | — |
| Q3 2024 | 17 | +17 | 17.04M | $3.38B | +17 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 4.49M | — | $782.44M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.22M | +0.6% | $557.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.22M | +0.6% | $557.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 2.71M | -17.6% | $469.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 2.70M | +12.4% | $468.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 2.70M | +12.4% | $468.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.93M | +32.5% | $335.18M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 1.93M | +32.5% | $335.18M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 9 | Marshall Wace ✦ | 1.93M | +32.5% | $335.18M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 10 | Marshall Wace ✦ | 1.93M | +32.5% | $335.18M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 1.61M | +10.6% | $278.76M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 12 | Third Point ✦ | 1.20M | +24.4% | $208.28M | 2.8% | ▲ Add | 2 | SEC ↗ |
| 13 | Baupost Group ✦ | 1.13M | Nuevo | $196.48M | 5.7% | New | 1 | SEC ↗ |
| 14 | Capital World Investors ✦ | 683.68K | +40.5% | $118.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 454.56K | +97.1% | $78.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 454.56K | +97.1% | $78.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 388.60K | -46.1% | $67.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 342.61K | -65.8% | $59.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 317.54K | -11.1% | $55.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 317.54K | -11.1% | $55.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 317.54K | -11.1% | $55.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 317.54K | -11.1% | $55.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 317.54K | -11.1% | $55.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Adage Capital Partners ✦ | 200.74K | Nuevo | $34.84M | 0.1% | New | 1 | SEC ↗ |
| 25 | Wellington Management ✦ | 145.71K | -7.3% | $25.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wellington Management ✦ | 145.71K | -7.3% | $25.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wellington Management ✦ | 145.71K | -7.3% | $25.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wellington Management ✦ | 145.71K | -7.3% | $25.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wellington Management ✦ | 145.71K | -7.3% | $25.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Markel Group ✦ | 106.00K | +25.4% | $18.40M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 31 | Point72 Asset Management ✦ | 73.92K | -76.1% | $12.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 33.42K | -93.6% | $5.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Arrowstreet Capital ✦ | 19.72K | -95.2% | $3.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 8.94K | Nuevo | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 35 | Bridgewater Associates ✦ | 3.96K | +281.5% | $686,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Baupost Group | $196.48M | 5.7% |
| Adage Capital Partners | $34.84M | 0.1% |
| Gotham Asset Management | $1.55M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 923 tenedores, 179.86M acciones, $40.15B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.