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Bridgewater Advisors’s Helmerich & Payne HP Stock Holding History

Bridgewater Advisors’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$2.78M Sell
23,972
-1,110
-4% -$122K 2.33% 10
2014
Q1 		$2.7M Sell
25,082
-1,110
-4% -$103K 2.71% 9
2013
Q4 		$2.2M Buy
+26,192
New +$2.04M 2.26% 13

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bridgewater Advisors's HP Position: Q2 2014 in Review

Bridgewater Advisors reduced its Helmerich & Payne (HP) stake by 4.4% in Q2 2014, selling an estimated $122K and leaving 23,972 shares worth $2.78M. The position accounts for 2.33% of the portfolio, ranked #10.

Bridgewater Advisors first reported a position in HP in Q4 2013 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold HP as of Q2 2014.

  • Bridgewater Advisors held 23,972 shares of Helmerich & Payne worth $2.78M as of Q2 2014.
  • Bridgewater Advisors sold 1,110 Helmerich & Payne shares in Q2 2014, an estimated $122K.
  • Helmerich & Payne made up 2.33% of Bridgewater Advisors's portfolio in Q2 2014, its #10 holding.
  • Bridgewater Advisors first reported a position in Helmerich & Payne in Q4 2013 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2014.

Based on Bridgewater Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.