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163 hedge funds and large institutions have $560M invested in Cactus in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1.61% less ownership

Funds ownership: 103.29%101.67% (-1.6%)

2% less funds holding

Funds holding: 167163 (-4)

66% less capital invested

Capital invested by funds: $1.67B → $560M (-$1.11B)

Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
65
Reduced
51
Closed
32
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$140K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$52M +$4.44M +176,838 +4%
BlackRock
2
BlackRock
New York
$38.5M +$222K +8,855 +0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$27M +$16M +638,606 +38%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$23.2M +$16.6M +659,487 +49%
ECA
5
Encompass Capital Advisors
New York
$22.8M +$21.5M +857,551 +78%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$21.9M -$1.21M -48,170 -2%
DBC
7
Deep Basin Capital
Connecticut
$18.4M +$27.6M +1,099,798 +224%
Goldman Sachs
8
Goldman Sachs
New York
$18M -$9.58M -381,568 -20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.1M -$1.43M -56,972 -4%
Jennison Associates
10
Jennison Associates
New York
$16.4M -$2.3M -91,504 -6%
Capital International Investors
11
Capital International Investors
California
$14.5M
Lazard Asset Management
12
Lazard Asset Management
New York
$14M +$5.83M +232,342 +24%
ClearBridge Investments
13
ClearBridge Investments
New York
$13.8M -$218K -8,688 -0.7%
State Street
14
State Street
Massachusetts
$12.8M -$780K -31,073 -3%
VanEck Associates
15
VanEck Associates
New York
$12.2M +$913K +36,366 +4%
American Century Companies
16
American Century Companies
Missouri
$11.8M +$1.88M +75,020 +8%
ACM
17
Arosa Capital Management
Florida
$11.7M +$11.1M +441,293 +78%
Teacher Retirement System of Texas
18
Teacher Retirement System of Texas
Texas
$10.7M +$3.53M +140,500 +18%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$9.75M +$17.8M +710,003 New
Citadel Advisors
20
Citadel Advisors
Florida
$9.45M +$7.63M +303,894 +60%
Brown Advisory
21
Brown Advisory
Maryland
$9.3M -$5.83M -232,196 -22%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$8.76M +$911K +36,266 +5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.66M +$778K +30,988 +5%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$7.5M +$6.19M +246,602 +62%
Northern Trust
25
Northern Trust
Illinois
$6.94M +$180K +7,172 +1%

WHD Hedge Fund Activity: Q1 2020 in Review

163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q1 2020, worth a combined $560M — down 66% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WHD and 30 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 65 added.

The largest buyer was Deep Basin Capital, adding an estimated $27.6M. The largest seller was Capital World Investors, cutting an estimated $44.4M.

  • 163 institutional investors held Cactus (WHD) as of Q1 2020, down from 167 in Q4 2019.
  • Funds reported $560M of Cactus stock for Q1 2020, down 66% quarter-over-quarter.
  • 30 funds opened new Cactus positions in Q1 2020 and 32 closed out, a net change of -2 holders.
  • The largest Cactus buyer in Q1 2020 was Deep Basin Capital, an estimated $27.6M added.
  • The largest Cactus seller in Q1 2020 was Capital World Investors, an estimated $44.4M sold.

Based on aggregated 13F filings for Q1 2020.