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Helix Energy Solutions

241 hedge funds and large institutions have $1.31B invested in Helix Energy Solutions in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3.56% more ownership

Funds ownership: 88.72%92.28% (+3.6%)

1% more funds holding

Funds holding: 238241 (+3)

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

12% less capital invested

Capital invested by funds: $1.49B → $1.31B (-$185M)

68% less call options, than puts

Call options by funds: $372K | Put options by funds: $1.15M

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
84
Reduced
88
Closed
26
Calls
$372K
Puts
$1.15M
Net Calls
-$778K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$1K
PMAM
227
Picton Mahoney Asset Management
Ontario, Canada
$1K
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$941
HIA
229
Harbor Investment Advisory
Maryland
$811
UB
230
UMB Bank
Missouri
$792 -$1.66K -165 -66%
CA
231
CoreCap Advisors
Michigan
$485 +$523 +52 New
EWA
232
EverSource Wealth Advisors
Alabama
$354 +$382 +38 New
HNB
233
Huntington National Bank
Ohio
$242 +$50 +5 +24%
CAS
234
Coppell Advisory Solutions
Texas
$238
IA
235
IFP Advisors
Florida
$233
PFBT
236
Parkside Financial Bank & Trust
Missouri
$233
LFG
237
Larson Financial Group
Missouri
$121 -$60 -6 -32%
BIG
238
Brooklyn Investment Group
New York
$47 +$50 +5 New
LSA
239
Leonteq Securities AG
Switzerland
$28
A
240
AlphaQuest
New York
$9 -$262 -26 -96%
PA
241
Parallel Advisors
California
$9
WCCM
242
Webs Creek Capital Management
Texas
-$14.5M -1,303,420 Closed
AWM
243
Affinity Wealth Management
Delaware
-$2.27M -204,852 Closed
DAM
244
Doheny Asset Management
California
-$1.83M -164,584 Closed
HF
245
HRT Financial
New York
-$1.43M -128,529 Closed
QT
246
Quantbot Technologies
New York
-$1.24M -112,035 Closed
GAM
247
Gotham Asset Management
New York
-$839K -75,562 Closed
SCM
248
Semanteon Capital Management
Massachusetts
-$628K -56,540 Closed
CMF
249
Counterpoint Mutual Funds
California
-$485K -43,659 Closed
CC
250
Corton Capital
Ontario, Canada
-$296K -26,624 Closed

HLX Hedge Fund Activity: Q4 2024 in Review

241 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2024, worth a combined $1.31B — down 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLX positions and 26 closed out — a net gain of 7 holders — while 84 added to existing stakes and 88 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.4M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 241 institutional investors held Helix Energy Solutions (HLX) as of Q4 2024, up from 238 in Q3 2024.
  • Funds reported $1.31B of Helix Energy Solutions stock for Q4 2024, down 12% quarter-over-quarter.
  • 33 funds opened new Helix Energy Solutions positions in Q4 2024 and 26 closed out, a net change of +7 holders.
  • The largest Helix Energy Solutions buyer in Q4 2024 was Balyasny Asset Management, an estimated $19.4M added.
  • The largest Helix Energy Solutions seller in Q4 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2024.