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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$472M +$178M +4,013,929 +74%
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M +$2.35M +53,142 +0.8%
BlackRock
3
BlackRock
New York
$246M -$7.32M -165,252 -3%
American Century Companies
4
American Century Companies
Missouri
$150M +$5.91M +133,357 +5%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$129M +$19.3M +435,785 +20%
JP Morgan Chase
6
JP Morgan Chase
New York
$127M +$26.8M +604,782 +31%
ClearBridge Investments
7
ClearBridge Investments
New York
$102M -$1.5M -33,886 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$99.6M -$19.3M -436,591 -18%
BTW
9
Boston Trust Walden
Massachusetts
$96.6M -$519K -11,727 -0.6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$89.3M -$4.55M -102,763 -5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$88.8M -$761K -17,194 -1%
State Street
12
State Street
Massachusetts
$87.9M -$772K -17,429 -1%
VanEck Associates
13
VanEck Associates
New York
$75.6M -$1.36M -30,656 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$70.9M +$2.15M +48,448 +4%
WA
15
Wasatch Advisors
Utah
$66.9M +$16.6M +375,829 +39%
Capital International Investors
16
Capital International Investors
California
$64.8M +$2.14M +48,379 +4%
Brown Advisory
17
Brown Advisory
Maryland
$61M -$11M -248,082 -17%
AllianceBernstein
18
AllianceBernstein
Tennessee
$59.3M +$2.36M +53,325 +5%
Jennison Associates
19
Jennison Associates
New York
$56.2M -$7.43M -167,786 -13%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$55.8M +$2.86M +64,675 +6%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$51.8M -$1.46M -32,866 -3%
First Trust Advisors
22
First Trust Advisors
Illinois
$42.6M +$7.45M +168,311 +25%
SIMG
23
Stephens Investment Management Group
Texas
$40.7M -$4.1M -92,643 -10%
Victory Capital Management
24
Victory Capital Management
Texas
$33.4M +$4.35M +98,122 +17%
Northern Trust
25
Northern Trust
Illinois
$32.4M -$529K -11,934 -2%

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.