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Weatherford International

333 hedge funds and large institutions have $6.98B invested in Weatherford International in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $12.3M

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $6.39B → $6.98B (+$582M)

7% more funds holding

Funds holding: 312333 (+21)

0.73% more ownership

Funds ownership: 98.16%98.88% (+0.73%)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
333
Holders Change
+21
Holders Change %
+6.73%
% of All Funds
4.85%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
59
Increased
108
Reduced
126
Closed
36
Calls
$33.9M
Puts
$12.3M
Net Calls
+$21.6M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$2.45K +$2.32K +25 New
EWA
302
EverSource Wealth Advisors
Alabama
$2.35K
RWPA
303
Richard W. Paul & Associates
Michigan
$2.35K
AssetMark Inc
304
AssetMark Inc
California
$2.25K +$465 +5 +28%
JWA
305
JFS Wealth Advisors
Pennsylvania
$2.15K
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$2.15K +$2.04K +22 New
BHWM
307
Bay Harbor Wealth Management
Maryland
$2.05K
DA
308
Denali Advisors
California
$1.96K
YAL
309
Your Advocates Ltd
Texas
$1.66K
FHA
310
First Horizon Advisors
Tennessee
$1.56K -$558 -6 -27%
SIC
311
SJS Investment Consulting
Ohio
$1.37K +$93 +1 +8%
NFSG
312
Newbridge Financial Services Group
Florida
$1.27K
AF
313
Advisornet Financial
Minnesota
$1.17K +$465 +5 +71%
PIM
314
Plato Investment Management
Australia
$1.08K +$1.02K +11 New
VNA
315
Valley National Advisers
Pennsylvania
$1K +$1.86K +20 New
BIA
316
Bell Investment Advisors
California
$979
GWS
317
Glassman Wealth Services
Virginia
$978 +$930 +10 New
VCM
318
Versant Capital Management
Arizona
$783
TH
319
TCTC Holdings
Texas
$587
First Manhattan
320
First Manhattan
New York
$586
GRP
321
Global Retirement Partners
California
$553
SPIA
322
Steward Partners Investment Advisory
New York
$489
SS
323
Sunbelt Securities
Texas
$489
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$392 +$372 +4 New
LFA
325
Level Financial Advisors
New York
$196

WFRD Hedge Fund Activity: Q4 2023 in Review

333 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Weatherford International (WFRD) for Q4 2023, worth a combined $6.98B — up 9.1% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WFRD positions and 36 closed out — a net gain of 23 holders — while 108 added to existing stakes and 126 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $438M. The largest seller was Capital Research Global Investors, cutting an estimated $109M.

  • 333 institutional investors held Weatherford International (WFRD) as of Q4 2023, up from 312 in Q3 2023.
  • Funds reported $6.98B of Weatherford International stock for Q4 2023, up 9.1% quarter-over-quarter.
  • 59 funds opened new Weatherford International positions in Q4 2023 and 36 closed out, a net change of +23 holders.
  • The largest Weatherford International buyer in Q4 2023 was T. Rowe Price Associates, an estimated $438M added.
  • The largest Weatherford International seller in Q4 2023 was Capital Research Global Investors, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.