Cactus
104 hedge funds and large institutions have $962M invested in Cactus in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 17 closing their positions.
135% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 17
28% more funds holding
Funds holding: 81 → 104 (+23)
28% more capital invested
Capital invested by funds: $749M → $962M (+$213M)
14% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 28
2.45% more ownership
Funds ownership: 105.13% → 107.58% (+2.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
91% less call options, than puts
Call options by funds: $311K | Put options by funds: $3.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$20.5M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$20M |
| 3 |
BlackRock
New York
|
+$13.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$11.3M |
| 5 |
TA
Teachers Advisors
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.9M |
| 2 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
-$11.7M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$9.68M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$9.45M |
| 5 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
-$9.14M |
WHD Hedge Fund Activity: Q2 2018 in Review
104 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q2 2018, worth a combined $962M — up 28% from $749M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WHD positions and 17 closed out — a net gain of 23 holders — while 32 added to existing stakes and 28 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $20.5M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.
- 104 institutional investors held Cactus (WHD) as of Q2 2018, up from 81 in Q1 2018.
- Funds reported $962M of Cactus stock for Q2 2018, up 28% quarter-over-quarter.
- 40 funds opened new Cactus positions in Q2 2018 and 17 closed out, a net change of +23 holders.
- The largest Cactus buyer in Q2 2018 was Lazard Asset Management, an estimated $20.5M added.
- The largest Cactus seller in Q2 2018 was Fidelity Investments, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2018.