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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
AI
76
Axiom Investors
Connecticut
$5.1M -$423K -9,560 -9%
TI
77
Trexquant Investment
Connecticut
$5.02M +$2.14M +48,427 +94%
MP
78
Makaira Partners
California
$5.01M +$4.43M +100,000 New
UBS AM
79
UBS AM
Illinois
$4.93M +$432K +9,750 +11%
KTA
80
Keeley-Teton Advisors
Illinois
$4.79M -$109K -2,464 -3%
CS
81
Credit Suisse
Switzerland
$4.65M +$52.3K +1,181 +1%
SI
82
Sapience Investments
California
$4.54M -$2.13M -48,150 -35%
Renaissance Technologies
83
Renaissance Technologies
New York
$4.28M -$700K -15,800 -16%
Franklin Resources
84
Franklin Resources
California
$4.23M -$770K -17,375 -17%
SPS
85
Susquehanna Portfolio Strategies
Pennsylvania
$4.02M -$948K -21,414 -21%
RI
86
Redwood Investments
Massachusetts
$3.94M +$206K +4,643 +6%
Holocene Advisors
87
Holocene Advisors
New York
$3.9M +$738K +16,662 +27%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$3.78M -$173K -3,914 -5%
Legal & General Group
89
Legal & General Group
United Kingdom
$3.55M +$189K +4,263 +6%
Stifel Financial
90
Stifel Financial
Missouri
$3.53M +$428K +9,673 +16%
BCC
91
Bridge City Capital
Oregon
$3.49M +$23.6K +534 +0.8%
CSS
92
Cubist Systematic Strategies
Connecticut
$3.25M +$2.36M +53,256 +458%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$3.24M -$156K -3,524 -5%
UBS Group
94
UBS Group
Switzerland
$3.1M +$86.4K +1,950 +3%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$3.06M +$1.39M +31,481 +107%
Nomura Asset Management
96
Nomura Asset Management
Japan
$3.05M +$285K +6,424 +12%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$3.01M
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$2.99M
Barclays
99
Barclays
United Kingdom
$2.97M -$2.25M -50,750 -46%
EIP
100
Energy Income Partners
Connecticut
$2.76M +$540K +12,200 +28%

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.