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Weatherford International

405 hedge funds and large institutions have $8.37B invested in Weatherford International in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 155 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 38

46% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.32M

35% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 115

12% more funds holding

Funds holding: 361405 (+44)

4% more capital invested

Capital invested by funds: $8.05B → $8.37B (+$326M)

3% less ownership

Funds ownership: 96.46%93.46% (-3%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
405
Holders Change
+44
Holders Change %
+12.19%
% of All Funds
5.85%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
87
Increased
155
Reduced
115
Closed
38
Calls
$13.6M
Puts
$9.32M
Net Calls
+$4.25M
Net Calls Change
-$9.71M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$2.69K
SPIA
377
Steward Partners Investment Advisory
New York
$2.69K
AF
378
Allworth Financial
California
$2.61K
RIL
379
Rothschild Investment LLC
Illinois
$2.33K +$1.67K +14 +280%
YAL
380
Your Advocates Ltd
Texas
$2.08K
BHWM
381
Bay Harbor Wealth Management
Maryland
$1.96K
HI
382
Horizon Investments
North Carolina
$1.71K
NFSG
383
Newbridge Financial Services Group
Florida
$1.59K
SIC
384
SJS Investment Consulting
Ohio
$1.59K
PIM
385
Plato Investment Management
Australia
$1.35K
BIA
386
Bell Investment Advisors
California
$1.23K
VCM
387
Versant Capital Management
Arizona
$980
GRP
388
Global Retirement Partners
California
$735
TH
389
TCTC Holdings
Texas
$735
DPW
390
DiNuzzo Private Wealth
Pennsylvania
$613 +$119 +1 +25%
SS
391
Sunbelt Securities
Texas
$612
TCM
392
Tradewinds Capital Management
Washington
$490
VWA
393
Valued Wealth Advisors
Utah
$490 +$239 +2 +100%
TCOV
394
Trust Company of Vermont
Vermont
$490 +$478 +4 New
NA
395
NewEdge Advisors
Louisiana
$367 -$211K -1,766 -100%
RS
396
Rakuten Securities
Japan
$367 -$8.6K -72 -96%
AF
397
Advisornet Financial
Minnesota
$245
CHA
398
Carmichael Hill & Associates
Maryland
$245 +$239 +2 New
MCM
399
Manchester Capital Management
Vermont
$245 +$239 +2 New
TFM
400
TFC Financial Management
Massachusetts
$123

WFRD Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Weatherford International (WFRD) for Q2 2024, worth a combined $8.37B — up 4.1% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WFRD positions and 38 closed out — a net gain of 49 holders — while 155 added to existing stakes and 115 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $122M. The largest seller was Capital Research Global Investors, cutting an estimated $351M.

  • 405 institutional investors held Weatherford International (WFRD) as of Q2 2024, up from 361 in Q1 2024.
  • Funds reported $8.37B of Weatherford International stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 87 funds opened new Weatherford International positions in Q2 2024 and 38 closed out, a net change of +49 holders.
  • The largest Weatherford International buyer in Q2 2024 was Congress Asset Management, an estimated $122M added.
  • The largest Weatherford International seller in Q2 2024 was Capital Research Global Investors, an estimated $351M sold.

Based on aggregated 13F filings for Q2 2024.