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164 hedge funds and large institutions have $978M invested in Cactus in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more capital invested

Capital invested by funds: $560M → $978M (+$418M)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more funds holding

Funds holding: 163164 (+1)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

1.67% less ownership

Funds ownership: 101.67%100% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $20K | Put options by funds: $252K

Holders
164
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
59
Reduced
60
Closed
29
Calls
$20K
Puts
$252K
Net Calls
-$232K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$92.5M +$45.1K +2,601 +0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$78.9M +$26.1M +1,502,195 +65%
BlackRock
3
BlackRock
New York
$73.5M +$4.22M +243,199 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.7M +$325K +18,762 +0.9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$38.3M +$6.6M +380,800 +26%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$37.6M -$1.14M -65,493 -3%
Lazard Asset Management
7
Lazard Asset Management
New York
$35.2M +$8.66M +499,529 +41%
Goldman Sachs
8
Goldman Sachs
New York
$35.1M +$2.62M +150,823 +10%
ECA
9
Encompass Capital Advisors
New York
$30.9M -$8.09M -466,280 -24%
Capital International Investors
10
Capital International Investors
California
$25.8M
State Street
11
State Street
Massachusetts
$24.9M +$1.77M +101,859 +9%
AllianceBernstein
12
AllianceBernstein
Tennessee
$24.6M +$13.6M +785,491 +192%
ClearBridge Investments
13
ClearBridge Investments
New York
$24.6M +$61.8K +3,563 +0.3%
VanEck Associates
14
VanEck Associates
New York
$24M +$1.92M +110,783 +11%
Citadel Advisors
15
Citadel Advisors
Florida
$23.3M +$5.43M +313,254 +38%
American Century Companies
16
American Century Companies
Missouri
$19.2M -$1.49M -86,140 -8%
Brown Advisory
17
Brown Advisory
Maryland
$17.3M +$639K +36,821 +5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$15.9M +$296K +17,072 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$13.7M +$102K +5,863 +0.9%
Northern Trust
20
Northern Trust
Illinois
$13.3M +$791K +45,628 +8%
WA
21
Wasatch Advisors
Utah
$11.6M +$9.73M +561,159 New
Boston Partners
22
Boston Partners
Massachusetts
$11.4M -$152K -8,767 -2%
Marshall Wace
23
Marshall Wace
United Kingdom
$11.3M -$749K -43,203 -7%
DBC
24
Deep Basin Capital
Connecticut
$11.1M -$18.3M -1,054,302 -66%
ACM
25
Arosa Capital Management
Florida
$10.4M -$8.68M -500,358 -50%

WHD Hedge Fund Activity: Q2 2020 in Review

164 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q2 2020, worth a combined $978M — up 75% from $560M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WHD positions and 29 closed out — a net gain of 1 holder — while 59 added to existing stakes and 60 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $26.1M. The largest seller was Jennison Associates, cutting an estimated $23.5M.

  • 164 institutional investors held Cactus (WHD) as of Q2 2020, up from 163 in Q1 2020.
  • Funds reported $978M of Cactus stock for Q2 2020, up 75% quarter-over-quarter.
  • 30 funds opened new Cactus positions in Q2 2020 and 29 closed out, a net change of +1 holder.
  • The largest Cactus buyer in Q2 2020 was T. Rowe Price Associates, an estimated $26.1M added.
  • The largest Cactus seller in Q2 2020 was Jennison Associates, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2020.