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Cactus
WHD

Overview Fund Activity

246 hedge funds and large institutions have $2.77B invested in Cactus in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 105 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
105
Reduced
84
Closed
31
Calls
$1.38M
Puts
$1.6M
Net Calls
-$226K
Net Calls Change
+$1.21M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$43.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$26.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$15.8M
5
State Street
State Street
Massachusetts
+$15.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$33.8M
2
Victory Capital Management
Victory Capital Management
Texas
-$21.9M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$20.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.3M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$3.75K +$3.75K +91 New
FCA
227
FinTrust Capital Advisors
South Carolina
$2.82K – – –
BWM
228
BerganKDV Wealth Management
Minnesota
$2.6K +$2.6K +63 New
TFA
229
Toth Financial Advisory
Virginia
$1.65K – – –
GRP
230
Global Retirement Partners
California
$1.61K +$1.61K +43 New
CFGS
231
Concourse Financial Group Securities
Alabama
$1.4K – – –
BIA
232
Bell Investment Advisors
California
$1.11K -$413 -10 -27%
CAL
233
Capital Advisors Ltd
Ohio
$1K -$533 -8 -35%
BTI
234
Blue Trust Inc
Georgia
$1K +$56 +1 +6%
SC
235
Schubert & Co
Texas
$908 -$41 -1 -4%
JWA
236
JFS Wealth Advisors
Pennsylvania
$866 -$165 -4 -16%
VCM
237
Versant Capital Management
Arizona
$783 – – –
CWC
238
Carolinas Wealth Consulting
North Carolina
$701 – – –
FFA
239
Farther Finance Advisors
California
$618 – – –
EWA
240
EverSource Wealth Advisors
Alabama
$412 -$2.43K -59 -86%
DI
241
Disciplined Investments
Oklahoma
$289 -$41 -1 -13%
AF
242
Advisornet Financial
Minnesota
$247 -$124 -3 -33%
SIC
243
SJS Investment Consulting
Ohio
$124 -$289 -7 -70%
PA
244
Parallel Advisors
California
$124 -$41 -1 -25%
HCP
245
Hexagon Capital Partners
Arkansas
$41 -$2.91K -71 -99%
TWP
246
TFO Wealth Partners
Ohio
$41 – – –
Lord, Abbett & Co
247
Lord, Abbett & Co
New Jersey
– -$10M -199,552 Closed
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
– -$8.05M -160,213 Closed
Amundi
249
Amundi
France
– -$7.88M -144,493 Closed
BBL
250
Beck Bode LLC
Massachusetts
– -$5.68M -113,028 Closed
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