Helix Energy Solutions
228 hedge funds and large institutions have $2.62B invested in Helix Energy Solutions in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 33 closing their positions.
113% more call options, than puts
Call options by funds: $6.2M | Put options by funds: $2.92M
20% more capital invested
Capital invested by funds: $2.19B → $2.62B (+$430M)
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
4.04% more ownership
Funds ownership: 90.42% → 94.46% (+4%)
1% more funds holding
Funds holding: 225 → 228 (+3)
14% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$37.3M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$24.2M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$19.2M |
| 4 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$15.6M |
| 5 |
FA
Friess Associates
Greenville,
Delaware
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$35M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$18.5M |
| 3 |
Bank of New York Mellon
New York
|
-$12.5M |
| 4 |
Millennium Management
New York
|
-$7.36M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.67M |
HLX Hedge Fund Activity: Q2 2014 in Review
228 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q2 2014, worth a combined $2.62B — up 20% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HLX positions and 33 closed out — a net gain of 4 holders — while 72 added to existing stakes and 84 trimmed.
The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $37.3M. The largest seller was AllianceBernstein, cutting an estimated $35M.
- 228 institutional investors held Helix Energy Solutions (HLX) as of Q2 2014, up from 225 in Q1 2014.
- Funds reported $2.62B of Helix Energy Solutions stock for Q2 2014, up 20% quarter-over-quarter.
- 37 funds opened new Helix Energy Solutions positions in Q2 2014 and 33 closed out, a net change of +4 holders.
- The largest Helix Energy Solutions buyer in Q2 2014 was Dalton, Greiner, Hartman, Maher & Co, an estimated $37.3M added.
- The largest Helix Energy Solutions seller in Q2 2014 was AllianceBernstein, an estimated $35M sold.
Based on aggregated 13F filings for Q2 2014.