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180 hedge funds and large institutions have $2.29B invested in Cactus in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $2.15B → $2.29B (+$147M)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 183180 (-3)

2.2% less ownership

Funds ownership: 106.91%104.71% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $339K

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
71
Reduced
64
Closed
18
Calls
$7K
Puts
$339K
Net Calls
-$332K
Net Calls Change
-$97K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$25.5M +$4.81M +133,240 +25%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$23.3M -$924K -25,621 -4%
Northern Trust
28
Northern Trust
Illinois
$22.7M -$294K -8,157 -1%
RA
29
Royce & Associates
New York
$21.9M -$79.6K -2,207 -0.4%
Bank of America
30
Bank of America
North Carolina
$20.5M +$245K +6,782 +1%
Boston Partners
31
Boston Partners
Massachusetts
$18.4M -$13.2K -366 -0.1%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$15.8M +$1.86M +51,669 +14%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$15.3M +$3.52M +97,633 +32%
CIP
34
Chartwell Investment Partners
Pennsylvania
$15.1M -$2.01M -55,814 -12%
Charles Schwab
35
Charles Schwab
California
$15M +$814K +22,574 +6%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$14.9M -$1.22M -33,888 -8%
HP
37
Harbourvest Partners
Massachusetts
$14.8M
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$12.5M -$411K -11,385 -3%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$11.8M
DRZID
40
DePrince Race & Zollo Inc (DRZ)
Florida
$11.7M -$7.29M -202,165 -40%
N
41
Nuveen
North Carolina
$11.6M -$2.34M -64,770 -17%
JP Morgan Chase
42
JP Morgan Chase
New York
$9.93M +$5.51M +152,635 +138%
GLA
43
Great Lakes Advisors
Illinois
$9.67M -$377K -10,450 -4%
MAP
44
Moody Aldrich Partners
Massachusetts
$9.34M +$4.48M +124,195 +101%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$8.36M -$180K -5,000 -2%
Amundi
46
Amundi
France
$8.21M +$7.85M +217,668 New
Fisher Asset Management
47
Fisher Asset Management
Washington
$8.19M +$466K +12,906 +6%
VFM
48
Viking Fund Management
North Dakota
$8M
SO
49
STRS Ohio
Ohio
$7.26M +$80.1K +2,220 +1%
KTA
50
Keeley-Teton Advisors
Illinois
$7.15M -$274K -7,588 -4%

WHD Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q3 2021, worth a combined $2.29B — up 6.8% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WHD and 17 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 71 added.

The largest buyer was AllianceBernstein, adding an estimated $48.5M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $14M sold.

  • 180 institutional investors held Cactus (WHD) as of Q3 2021, down from 183 in Q2 2021.
  • Funds reported $2.29B of Cactus stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 17 funds opened new Cactus positions in Q3 2021 and 18 closed out, a net change of -1 holder.
  • The largest Cactus buyer in Q3 2021 was AllianceBernstein, an estimated $48.5M added.
  • The largest Cactus seller in Q3 2021 was Driehaus Capital Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2021.