Cactus
262 hedge funds and large institutions have $3.15B invested in Cactus in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 99 reducing their positions, and 24 closing their positions.
83% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 24
7% more funds holding
Funds holding: 246 → 262 (+16)
3.18% more ownership
Funds ownership: 104.26% → 107.44% (+3.2%)
5% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 99
7% less capital invested
Capital invested by funds: $3.38B → $3.15B (-$232M)
29% less call options, than puts
Call options by funds: $1.04M | Put options by funds: $1.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$160M |
| 2 |
Morgan Stanley
New York
|
+$37.4M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$26.6M |
| 4 |
BlackRock
New York
|
+$19M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$67.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$37.8M |
| 3 |
Millennium Management
New York
|
-$28.6M |
| 4 |
JP Morgan Chase
New York
|
-$20.2M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$17.8M |
WHD Hedge Fund Activity: Q4 2023 in Review
262 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q4 2023, worth a combined $3.15B — down 6.8% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WHD positions and 24 closed out — a net gain of 20 holders — while 94 added to existing stakes and 99 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $160M. The largest seller was Channing Capital Management, exiting entirely with an estimated $67.9M sold.
- 262 institutional investors held Cactus (WHD) as of Q4 2023, up from 246 in Q3 2023.
- Funds reported $3.15B of Cactus stock for Q4 2023, down 6.8% quarter-over-quarter.
- 44 funds opened new Cactus positions in Q4 2023 and 24 closed out, a net change of +20 holders.
- The largest Cactus buyer in Q4 2023 was Fidelity Investments, an estimated $160M added.
- The largest Cactus seller in Q4 2023 was Channing Capital Management, an estimated $67.9M sold.
Based on aggregated 13F filings for Q4 2023.