Cactus
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.
25% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 84
19% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 31
2% more funds holding
Funds holding: 241 → 246 (+5)
1.55% more ownership
Funds ownership: 103.46% → 105.01% (+1.5%)
11% less capital invested
Capital invested by funds: $3.12B → $2.77B (-$343M)
14% less call options, than puts
Call options by funds: $1.38M | Put options by funds: $1.6M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$51.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$51M |
| 3 |
Neuberger Berman Group
New York
|
+$31.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$39.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$25.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$24.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10M |
WHD Hedge Fund Activity: Q1 2023 in Review
246 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q1 2023, worth a combined $2.77B — down 11% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WHD positions and 31 closed out — a net gain of 6 holders — while 105 added to existing stakes and 84 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $51.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $39.5M.
- 246 institutional investors held Cactus (WHD) as of Q1 2023, up from 241 in Q4 2022.
- Funds reported $2.77B of Cactus stock for Q1 2023, down 11% quarter-over-quarter.
- 37 funds opened new Cactus positions in Q1 2023 and 31 closed out, a net change of +6 holders.
- The largest Cactus buyer in Q1 2023 was Wellington Management Group, an estimated $51.2M added.
- The largest Cactus seller in Q1 2023 was T. Rowe Price Associates, an estimated $39.5M sold.
Based on aggregated 13F filings for Q1 2023.