We are live on ! Find out more

313 hedge funds and large institutions have $4.37B invested in Cactus in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $665K

93% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 88

8% more funds holding

Funds holding: 289313 (+24)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $4.52B → $4.37B (-$145M)

1.54% less ownership

Funds ownership: 113.94%112.41% (-1.5%)

Holders
313
Holders Change
+24
Holders Change %
+8.3%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
136
Reduced
88
Closed
30
Calls
$1.98M
Puts
$665K
Net Calls
+$1.32M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$603M +$11.4M +181,501 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$475M -$51.2M -815,242 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$448M +$9.25M +147,395 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$174M -$7.36M -117,185 -4%
State Street
5
State Street
Massachusetts
$165M +$4.97M +79,111 +3%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$161M -$7.5M -119,569 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$105M +$2.88M +45,821 +3%
BTW
8
Boston Trust Walden
Massachusetts
$105M +$620K +9,884 +0.6%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$102M +$1.67M +26,589 +2%
Capital International Investors
10
Capital International Investors
California
$98.4M +$13.7M +218,004 +15%
First Trust Advisors
11
First Trust Advisors
Illinois
$90.8M +$25.1M +400,452 +35%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$78.5M -$19.4M -309,681 -19%
ClearBridge Investments
13
ClearBridge Investments
New York
$74.9M -$12.9M -204,990 -14%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$72.3M +$2.71M +43,237 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$68.9M -$12.6M -200,998 -15%
VanEck Associates
16
VanEck Associates
New York
$63.2M +$4.31M +68,718 +7%
American Century Companies
17
American Century Companies
Missouri
$55.8M -$82.3M -1,311,272 -58%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$55.2M -$1.73M -27,611 -3%
Victory Capital Management
19
Victory Capital Management
Texas
$44.8M +$403K +6,421 +0.8%
Invesco
20
Invesco
Georgia
$43.9M +$422K +6,730 +0.9%
Morgan Stanley
21
Morgan Stanley
New York
$42.6M +$4.12M +65,640 +10%
Northern Trust
22
Northern Trust
Illinois
$42.3M +$4.3M +68,473 +10%
Charles Schwab
23
Charles Schwab
California
$40.9M +$858K +13,669 +2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$38.5M -$4.4M -70,118 -10%
Jennison Associates
25
Jennison Associates
New York
$33.3M -$4.58M -73,046 -11%

WHD Hedge Fund Activity: Q4 2024 in Review

313 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q4 2024, worth a combined $4.37B — down 3.2% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WHD positions and 30 closed out — a net gain of 28 holders — while 136 added to existing stakes and 88 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $25.1M. The largest seller was American Century Companies, cutting an estimated $82.3M.

  • 313 institutional investors held Cactus (WHD) as of Q4 2024, up from 289 in Q3 2024.
  • Funds reported $4.37B of Cactus stock for Q4 2024, down 3.2% quarter-over-quarter.
  • 58 funds opened new Cactus positions in Q4 2024 and 30 closed out, a net change of +28 holders.
  • The largest Cactus buyer in Q4 2024 was First Trust Advisors, an estimated $25.1M added.
  • The largest Cactus seller in Q4 2024 was American Century Companies, an estimated $82.3M sold.

Based on aggregated 13F filings for Q4 2024.