Weatherford International
WFRD
108 hedge funds and large institutions have $1.58B invested in Weatherford International in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.
1,032% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $1.1M
311% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 9
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
34% more capital invested
Capital invested by funds: $1.18B → $1.58B (+$398M)
29% more funds holding
Funds holding: 84 → 108 (+24)
8.08% more ownership
Funds ownership: 76.46% → 84.53% (+8.1%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$167M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.5M |
| 3 |
BlackRock
New York
|
+$18.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
| 5 |
MAC
Monarch Alternative Capital
New York
|
+$9.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$55.8M |
| 2 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
-$23.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$15.4M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$9.87M |
| 5 |
D.E. Shaw & Co
New York
|
-$9.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
101
Snowden Capital Advisors
New York
| – | +$27 | +1 | New |
|
|
LFA
102
Level Financial Advisors
East Amherst,
New York
| – | +$55 | +2 | New |
|
103
National Bank of Canada
Montreal,
Quebec, Canada
| – | +$55 | +2 | New |
|
104
Rockefeller Capital Management
New York
| – | +$137 | +5 | New |
|
|
BIA
105
Bell Investment Advisors
Oakland,
California
| – | +$493 | +18 | New |
|
WFRD Hedge Fund Activity: Q4 2021 in Review
108 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Weatherford International (WFRD) for Q4 2021, worth a combined $1.58B — up 34% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WFRD positions and 9 closed out — a net gain of 28 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $167M. The largest seller was Franklin Resources, cutting an estimated $55.8M.
- 108 institutional investors held Weatherford International (WFRD) as of Q4 2021, up from 84 in Q3 2021.
- Funds reported $1.58B of Weatherford International stock for Q4 2021, up 34% quarter-over-quarter.
- 37 funds opened new Weatherford International positions in Q4 2021 and 9 closed out, a net change of +28 holders.
- The largest Weatherford International buyer in Q4 2021 was Oaktree Capital Management, an estimated $167M added.
- The largest Weatherford International seller in Q4 2021 was Franklin Resources, an estimated $55.8M sold.
Based on aggregated 13F filings for Q4 2021.