Helix Energy Solutions
223 hedge funds and large institutions have $1.36B invested in Helix Energy Solutions in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 7 closing their positions.
471% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 7
199% more call options, than puts
Call options by funds: $535K | Put options by funds: $179K
18% more capital invested
Capital invested by funds: $1.15B → $1.36B (+$208M)
13% more funds holding
Funds holding: 197 → 223 (+26)
1% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 72
1.09% less ownership
Funds ownership: 95.91% → 94.81% (-1.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.85M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.99M |
| 3 |
VanEck Associates
New York
|
+$5.62M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.6M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$23.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.9M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$4.14M |
| 4 |
JP Morgan Chase
New York
|
-$3.42M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
HighTower Advisors
Chicago,
Illinois
| – | -$113K | -14,099 | Closed |
|
|
VF
227
Virtu Financial
New York
| – | -$106K | -13,126 | Closed |
|
228
Los Angeles Capital Management
Los Angeles,
California
| – | -$88K | -10,870 | Closed |
|
229
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -361 | Closed |
|
|
SFS
230
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.4K | -162 | -79% |
|
HLX Hedge Fund Activity: Q4 2019 in Review
223 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2019, worth a combined $1.36B — up 18% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HLX positions and 7 closed out — a net gain of 33 holders — while 71 added to existing stakes and 72 trimmed.
The largest buyer was Nuveen, adding an estimated $7.85M. The largest seller was Millennium Management, cutting an estimated $23.5M.
- 223 institutional investors held Helix Energy Solutions (HLX) as of Q4 2019, up from 197 in Q3 2019.
- Funds reported $1.36B of Helix Energy Solutions stock for Q4 2019, up 18% quarter-over-quarter.
- 40 funds opened new Helix Energy Solutions positions in Q4 2019 and 7 closed out, a net change of +33 holders.
- The largest Helix Energy Solutions buyer in Q4 2019 was Nuveen, an estimated $7.85M added.
- The largest Helix Energy Solutions seller in Q4 2019 was Millennium Management, an estimated $23.5M sold.
Based on aggregated 13F filings for Q4 2019.