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263 hedge funds and large institutions have $4.28B invested in Cactus in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

20% more capital invested

Capital invested by funds: $3.56B → $4.28B (+$726M)

14.82% more ownership

Funds ownership: 108.72%123.54% (+15%)

3% more funds holding

Funds holding: 256263 (+7)

10% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 93

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

60% less call options, than puts

Call options by funds: $211K | Put options by funds: $527K

Holders
263
Holders Change
+7
Holders Change %
+2.73%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
102
Reduced
93
Closed
38
Calls
$211K
Puts
$527K
Net Calls
-$316K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$467K +$451K +8,859 New
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$435K +$33.8K +663 +9%
CANY
178
Caxton Associates (New York)
New York
$427K +$412K +8,100 New
DWM
179
Diversify Wealth Management
Utah
$421K +$365K +7,170 New
CIM
180
Cambria Investment Management
California
$398K +$384K +7,538 New
AI
181
Atria Investments
North Carolina
$394K +$380K +7,462 New
CIP
182
Cornerstone Investment Partners
Georgia
$386K -$14.5K -284 -4%
DFCM
183
Dark Forest Capital Management
Puerto Rico
$381K -$150K -2,952 -29%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$358K +$342K +6,726 New
CM
185
Capula Management
Cayman Islands
$357K +$345K +6,766 New
AG
186
Algert Global
California
$348K +$336K +6,597 New
SG Americas Securities
187
SG Americas Securities
New York
$346K +$217K +4,254 +185%
AIP
188
Ameritas Investment Partners
Nebraska
$339K -$14.1K -277 -4%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$328K -$1.48K -29 -0.5%
Mariner
190
Mariner
Kansas
$326K +$43K +845 +16%
TRCT
191
Tower Research Capital (TRC)
New York
$325K +$282K +5,540 +881%
YMRC
192
Yorktown Management & Research Company
Virginia
$319K +$308K +6,050 New
SI
193
Stephens Inc
Arkansas
$317K
Truist Financial
194
Truist Financial
North Carolina
$296K +$37.3K +733 +15%
BCI
195
Brinker Capital Investments
Pennsylvania
$294K +$19.5K +382 +7%
OPS
196
Orion Portfolio Solutions
Nebraska
$294K +$19.5K +382 +7%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$259K +$250K +4,912 New
BCM
198
Bayesian Capital Management
New York
$258K -$25.5K -500 -9%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$250K +$3.06K +60 +1%
CCM
200
Chilton Capital Management
Texas
$235K

WHD Hedge Fund Activity: Q2 2024 in Review

263 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q2 2024, worth a combined $4.28B — up 20% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new WHD positions and 38 closed out — a net gain of 10 holders — while 102 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $261M. The largest seller was Bank of New York Mellon, cutting an estimated $23.8M.

  • 263 institutional investors held Cactus (WHD) as of Q2 2024, up from 256 in Q1 2024.
  • Funds reported $4.28B of Cactus stock for Q2 2024, up 20% quarter-over-quarter.
  • 48 funds opened new Cactus positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest Cactus buyer in Q2 2024 was BlackRock, an estimated $261M added.
  • The largest Cactus seller in Q2 2024 was Bank of New York Mellon, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2024.