Helix Energy Solutions
HLX
241 hedge funds and large institutions have $1.5B invested in Helix Energy Solutions in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 109 reducing their positions, and 37 closing their positions.
397% more call options, than puts
Call options by funds: $8.35M | Put options by funds: $1.68M
1.29% more ownership
Funds ownership: 95.23% → 96.52% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 251 → 241 (-10)
7% less capital invested
Capital invested by funds: $1.61B → $1.5B (-$110M)
27% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 37
34% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$84.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.4M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$14.4M |
| 4 |
BlackRock
New York
|
+$11.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$18.7M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$17.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$16.7M |
| 4 |
Bank of New York Mellon
New York
|
-$12.8M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$9.89M |
HLX Hedge Fund Activity: Q4 2023 in Review
241 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2023, worth a combined $1.5B — down 6.8% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of HLX and 27 opened new positions — a net loss of 10 holders — while 109 trimmed existing stakes and 72 added.
The largest buyer was Morgan Stanley, adding an estimated $84.5M. The largest seller was Millennium Management, cutting an estimated $18.7M.
- 241 institutional investors held Helix Energy Solutions (HLX) as of Q4 2023, down from 251 in Q3 2023.
- Funds reported $1.5B of Helix Energy Solutions stock for Q4 2023, down 6.8% quarter-over-quarter.
- 27 funds opened new Helix Energy Solutions positions in Q4 2023 and 37 closed out, a net change of -10 holders.
- The largest Helix Energy Solutions buyer in Q4 2023 was Morgan Stanley, an estimated $84.5M added.
- The largest Helix Energy Solutions seller in Q4 2023 was Millennium Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2023.