ProFrac Holding
ACDC
105 hedge funds and large institutions have $129M invested in ProFrac Holding in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
30% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 23
22% more capital invested
Capital invested by funds: $106M → $129M (+$22.9M)
12% more funds holding
Funds holding: 94 → 105 (+11)
0.64% more ownership
Funds ownership: 9.74% → 10.37% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less call options, than puts
Call options by funds: $2.19M | Put options by funds: $2.27M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$12.2M |
| 2 |
SC
Sculptor Capital
New York
|
+$1.16M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.05M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$682K |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.38M |
| 3 |
PA
Pinnacle Associates
New York
|
-$987K |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$886K |
| 5 |
Morgan Stanley
New York
|
-$811K |
ACDC Hedge Fund Activity: Q4 2024 in Review
105 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in ProFrac Holding (ACDC) for Q4 2024, worth a combined $129M — up 22% from $106M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ACDC positions and 16 closed out — a net gain of 12 holders — while 30 added to existing stakes and 23 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $12.2M. The largest seller was Millennium Management, cutting an estimated $1.83M.
- 105 institutional investors held ProFrac Holding (ACDC) as of Q4 2024, up from 94 in Q3 2024.
- Funds reported $129M of ProFrac Holding stock for Q4 2024, up 22% quarter-over-quarter.
- 28 funds opened new ProFrac Holding positions in Q4 2024 and 16 closed out, a net change of +12 holders.
- The largest ProFrac Holding buyer in Q4 2024 was Bank of New York Mellon, an estimated $12.2M added.
- The largest ProFrac Holding seller in Q4 2024 was Millennium Management, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2024.