We are live on ! Find out more

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
HWAM
201
Hennion & Walsh Asset Management
New Jersey
$202K +$179K +4,033 New
CPBTD
202
Central Pacific Bank - Trust Division
Hawaii
$182K +$163K +3,670 New
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$177K -$8.46K -191 -5%
Simplex Trading
204
Simplex Trading
Illinois
$167K +$74.5K +1,683 +101%
A
205
AlphaQuest
New York
$157K +$139K +3,138 New
Comerica Bank
206
Comerica Bank
Texas
$148K +$1.51K +34 +1%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$139K +$2.44K +55 +2%
C
208
Covestor
United Kingdom
$126K +$79.5K +1,795 +252%
SG Americas Securities
209
SG Americas Securities
New York
$115K +$102K +2,297 New
AB
210
Amalgamated Bank
New York
$112K -$310K -6,997 -76%
NC
211
nVerses Capital
Florida
$105K +$93K +2,100 New
Osaic Holdings
212
Osaic Holdings
Arizona
$96.4K -$206K -4,656 -71%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$91.3K +$12.8K +288 +19%
KBC Group
214
KBC Group
Belgium
$77K +$27.5K +620 +68%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$74K +$487 +11 +0.7%
GI
216
GAMMA Investing
California
$50.3K +$9.61K +217 +28%
S
217
SignatureFD
Georgia
$43.9K +$5.49K +124 +16%
HNB
218
Huntington National Bank
Ohio
$42.1K -$1.42K -32 -4%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$40.4K +$36K +813 New
AGWCA
220
Annis Gardner Whiting Capital Advisors
Florida
$38.7K +$34.2K +772 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$38.1K +$11.5K +259 +52%
AWM
222
Avior Wealth Management
Nebraska
$37.2K +$29K +654 +743%
PS
223
Principal Securities
Iowa
$35.9K +$2.08K +47 +7%
TRCT
224
Tower Research Capital (TRC)
New York
$31.5K -$86.5K -1,952 -76%
QCG
225
Quadrant Capital Group
Ohio
$28.8K +$3.85K +87 +18%

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.