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256 hedge funds and large institutions have $3.56B invested in Cactus in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $3.15B → $3.56B (+$406M)

1.28% more ownership

Funds ownership: 107.44%108.72% (+1.3%)

4% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 101

2% less funds holding

Funds holding: 262256 (-6)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

70% less call options, than puts

Call options by funds: $361K | Put options by funds: $1.21M

Holders
256
Holders Change
-6
Holders Change %
-2.29%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
97
Reduced
101
Closed
40
Calls
$361K
Puts
$1.21M
Net Calls
-$851K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
226
NBC Securities
Alabama
$24K -$10.6K -240 -33%
UB
227
UMB Bank
Missouri
$20.3K
SWS
228
SYSTM Wealth Solutions
Illinois
$18.8K +$266 +6 +2%
Ohio Public Employees Retirement System (OPERS)
229
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.1K +$1.2K +27 +8%
FHA
230
First Horizon Advisors
Tennessee
$17.5K +$1.95K +44 +14%
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$12.6K
FCA
232
FinTrust Capital Advisors
South Carolina
$12.1K
GRP
233
Global Retirement Partners
California
$8.52K -$266 -6 -3%
BFEC
234
Benjamin F. Edwards & Company
Missouri
$7K -$930 -21 -13%
LC
235
Lindbrook Capital
California
$6.71K +$576 +13 +11%
AF
236
Allworth Financial
California
$6.56K -$1.11K -25 -16%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$6.26K
VWM
238
Venturi Wealth Management
Texas
$4.56K
CA
239
Clearstead Advisors
Ohio
$3.7K
PWMG
240
Private Wealth Management Group
New Jersey
$3.46K
FFA
241
Farther Finance Advisors
California
$3.23K +$266 +6 +10%
CTC
242
Central Trust Company
Missouri
$2.91K
QL
243
Quarry LP
New York
$2.5K -$13.4K -302 -86%
BTI
244
Blue Trust Inc
Georgia
$1.7K -$1.68K -38 -53%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$1.55K
BIA
246
Bell Investment Advisors
California
$1.2K +$487 +11 +85%
EWA
247
EverSource Wealth Advisors
Alabama
$1.19K -$7.31K -165 -87%
CA
248
Continuum Advisory
Idaho
$1.12K +$974 +22 New
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.05K -$44 -1 -5%
VCM
250
Versant Capital Management
Arizona
$952 -$576 -13 -41%

WHD Hedge Fund Activity: Q1 2024 in Review

256 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q1 2024, worth a combined $3.56B — up 13% from $3.15B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WHD and 36 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 97 added.

The largest buyer was Fidelity Investments, adding an estimated $178M. The largest seller was Morgan Stanley, cutting an estimated $36M.

  • 256 institutional investors held Cactus (WHD) as of Q1 2024, down from 262 in Q4 2023.
  • Funds reported $3.56B of Cactus stock for Q1 2024, up 13% quarter-over-quarter.
  • 36 funds opened new Cactus positions in Q1 2024 and 40 closed out, a net change of -4 holders.
  • The largest Cactus buyer in Q1 2024 was Fidelity Investments, an estimated $178M added.
  • The largest Cactus seller in Q1 2024 was Morgan Stanley, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2024.