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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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$497K +$279 +3 +0.1%
BRWA
202
B. Riley Wealth Advisors
Florida
$493K -$3.72K -40 -0.8%
PTC
203
Petrus Trust Company
Texas
$490K -$940K -10,115 -67%
CC
204
Centiva Capital
New York
$479K +$94.8K +1,020 +26%
PRC
205
Pearl River Capital
Michigan
$477K +$453K +4,871 New
CIP
206
Chartwell Investment Partners
Pennsylvania
$472K +$449K +4,830 New
GF
207
Gabelli Funds
New York
$470K
CGH
208
Crossmark Global Holdings
Texas
$466K -$14K -151 -3%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$459K +$72.1K +776 +20%
LFAS
210
Level Four Advisory Services
Texas
$458K -$545K -5,864 -56%
WSTAM
211
Wilbanks Smith & Thomas Asset Management
Virginia
$443K
WG
212
Winton Group
United Kingdom
$441K +$35K +376 +9%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$440K +$13K +140 +3%
Holocene Advisors
214
Holocene Advisors
New York
$431K -$18.2M -196,230 -98%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$401K
Creative Planning
216
Creative Planning
Kansas
$399K +$379K +4,074 New
EI
217
Ethic Inc
New York
$396K +$31.5K +339 +9%
Allianz Asset Management
218
Allianz Asset Management
Germany
$374K -$112K -1,210 -24%
MWPCG
219
Measured Wealth Private Client Group
New Hampshire
$370K +$46.5K +500 +15%
CAM
220
ClariVest Asset Management
California
$369K -$65.1K -700 -16%
SI
221
SCP Investment
California
$360K +$353K +3,800 New
MWM
222
Moran Wealth Management
Florida
$358K -$5.95K -64 -2%
SRL
223
Scientech Research LLC
New Jersey
$358K +$340K +3,659 New
Mariner
224
Mariner
Kansas
$357K -$5.39K -58 -2%
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$353K +$130K +1,401 +64%

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.