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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
Marshall Wace
26
Marshall Wace
United Kingdom
$61.4M +$1.31M +14,141 +2%
MP
27
Mangrove Partners
Connecticut
$56.8M -$3.8M -40,913 -7%
SC
28
Sagefield Capital
Texas
$45.8M +$2.53M +27,265 +6%
GC
29
Greenlight Capital
New York
$44.7M +$2.47M +26,550 +6%
Federated Hermes
30
Federated Hermes
Pennsylvania
$43.7M -$11.7M -125,647 -22%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$41.8M +$3.71M +39,914 +10%
Millennium Management
32
Millennium Management
New York
$41.4M -$82.5M -886,872 -68%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$38.1M -$7.37M -79,232 -17%
ACM
34
Alua Capital Management
New York
$37.5M -$39.8K -428 -0.1%
FCM
35
Frontier Capital Management
Massachusetts
$31.8M -$33.5M -360,287 -53%
AIM
36
Artemis Investment Management
United Kingdom
$29.8M -$3.55M -38,168 -11%
Bank of America
37
Bank of America
North Carolina
$29.7M +$12.5M +134,571 +80%
SCP
38
Steamboat Capital Partners
New York
$29.2M +$4.01M +43,125 +17%
Victory Capital Management
39
Victory Capital Management
Texas
$29.1M +$5.95M +63,960 +27%
AIM
40
Atlantic Investment Management
New York
$29M -$3.81M -41,000 -12%
PCM
41
Penn Capital Management
Pennsylvania
$28.7M -$5.41M -58,199 -17%
ZIG
42
Zurich Insurance Group
Switzerland
$28.6M -$1.15M -12,391 -4%
JP Morgan Chase
43
JP Morgan Chase
New York
$28.3M -$5.91M -63,581 -18%
Principal Financial Group
44
Principal Financial Group
Iowa
$28.1M +$537K +5,781 +2%
Macquarie Group
45
Macquarie Group
Australia
$27.6M +$26.3M +282,427 New
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$26.1M +$24.8M +266,473 New
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$25.7M -$2.46M -26,512 -9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$25.5M -$3.36M -36,186 -12%
WCCM
49
Webs Creek Capital Management
Texas
$25.4M +$3.46M +37,260 +17%
DCM
50
Driehaus Capital Management
Illinois
$24M -$8.63M -92,864 -27%

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.