We are live on ! Find out more
HLX icon

Helix Energy Solutions

241 hedge funds and large institutions have $1.64B invested in Helix Energy Solutions in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $1.51M

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $1.45B → $1.64B (+$188M)

8% more funds holding

Funds holding: 223241 (+18)

1.97% more ownership

Funds ownership: 88.29%90.26% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
41
Increased
79
Reduced
90
Closed
21
Calls
$3.17M
Puts
$1.51M
Net Calls
+$1.66M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$1.21K
SIC
227
SJS Investment Consulting
Ohio
$1.14K -$1.33K -119 -56%
RIL
228
Rothschild Investment LLC
Illinois
$1.07K +$892 +80 +800%
HIA
229
Harbor Investment Advisory
Maryland
$1.04K
CAL
230
Capital Advisors Ltd
Ohio
$1K
C
231
Covestor
United Kingdom
$1K +$602 +54 +450%
GI
232
Gradient Investments
Minnesota
$609 -$279 -25 -33%
IAIM
233
International Assets Investment Management
Florida
$561 +$524 +47 New
CAS
234
Coppell Advisory Solutions
Texas
$310 +$290 +26 New
PFBT
235
Parkside Financial Bank & Trust
Missouri
$299
HNB
236
Huntington National Bank
Ohio
$227 +$212 +19 New
LFG
237
Larson Financial Group
Missouri
$155 +$145 +13 New
LSA
238
Leonteq Securities AG
Switzerland
$36 -$43.8K -3,925 -100%
PA
239
Parallel Advisors
California
$12
TFM
240
TFC Financial Management
Massachusetts
$12 +$11 +1 New
GCCM
241
Gate City Capital Management
Illinois
-$12M -1,109,816 Closed
FFAM
242
Forge First Asset Management
Canada
-$7.78M -717,961 Closed
Marshall Wace
243
Marshall Wace
United Kingdom
-$1.66M -153,516 Closed
Voloridge Investment Management
244
Voloridge Investment Management
Florida
-$1.66M -153,077 Closed
TPSF
245
Texas Permanent School Fund
Texas
-$1.34M -123,987 Closed
Los Angeles Capital Management
246
Los Angeles Capital Management
California
-$1.21M -111,243 Closed
Nomura Holdings
247
Nomura Holdings
Japan
-$1.12M -103,554 Closed
AIG
248
American International Group
New York
-$840K -77,526 Closed
XT
249
XTX Topco
Cayman Islands
-$381K -35,130 Closed
MM
250
MQS Management
New York
-$282K -26,008 Closed

HLX Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q2 2024, worth a combined $1.64B — up 13% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HLX positions and 21 closed out — a net gain of 20 holders — while 79 added to existing stakes and 90 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $76.5M. The largest seller was BlackRock, cutting an estimated $23.9M.

  • 241 institutional investors held Helix Energy Solutions (HLX) as of Q2 2024, up from 223 in Q1 2024.
  • Funds reported $1.64B of Helix Energy Solutions stock for Q2 2024, up 13% quarter-over-quarter.
  • 41 funds opened new Helix Energy Solutions positions in Q2 2024 and 21 closed out, a net change of +20 holders.
  • The largest Helix Energy Solutions buyer in Q2 2024 was Pacer Advisors, an estimated $76.5M added.
  • The largest Helix Energy Solutions seller in Q2 2024 was BlackRock, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2024.