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Helix Energy Solutions
HLX

183 hedge funds and large institutions have $694M invested in Helix Energy Solutions in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $503K

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $569M → $694M (+$125M)

4% more funds holding

Funds holding: 176 → 183 (+7)

0.9% more ownership

Funds ownership: 90.35% → 91.24% (+0.9%)

23% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 66

Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
51
Reduced
66
Closed
21
Calls
$1.96M
Puts
$503K
Net Calls
+$1.45M
Net Calls Change
+$574K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.54M
2
OAG
Orbis Allan Gray
Bermuda
+$5.21M
3
Victory Capital Management
Victory Capital Management
Texas
+$5.06M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.58M
5
Invesco
Invesco
Georgia
+$3.4M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$7.08M
2
Morgan Stanley
Morgan Stanley
New York
-$6.71M
3
SCM
SIR Capital Management
New York
-$4.72M
4
AGC
Alden Global Capital
Florida
-$2.96M
5
Barclays
Barclays
United Kingdom
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$4.99M +$408K +81,851 +9%
Goldman Sachs
27
Goldman Sachs
New York
$4.08M +$2.66M +534,424 +196%
Nomura Holdings
28
Nomura Holdings
Japan
$4.01M -$19.8K -3,977 -0.5%
Ameriprise
29
Ameriprise
Minnesota
$4M +$15.4K +3,095 +0.4%
BCM
30
Bridgeway Capital Management
Texas
$3.54M – – –
Morgan Stanley
31
Morgan Stanley
New York
$3.2M -$6.71M -1,346,930 -68%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.65M +$40.6K +8,152 +2%
PGIM
33
Pacific Global Investment Management
California
$2.63M -$22.1K -4,441 -0.8%
SG Americas Securities
34
SG Americas Securities
New York
$2.42M -$223K -44,835 -9%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$2.37M – – –
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2.33M +$1.71M +343,520 +294%
Axa
37
Axa
France
$2.1M – – –
Legal & General Group
38
Legal & General Group
United Kingdom
$2M +$17K +3,413 +0.9%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$1.98M +$22.8K +4,581 +1%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.95M +$1.92M +385,427 New
GAI
41
General American Investors
New York
$1.77M – – –
First Manhattan
42
First Manhattan
New York
$1.67M +$872 +175 +0.1%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.63M – – –
HSBC Holdings
44
HSBC Holdings
United Kingdom
$1.61M -$118K -23,641 -7%
GAM
45
Guinness Asset Management
United Kingdom
$1.59M +$37.9K +7,600 +2%
PPA
46
Parametric Portfolio Associates
Washington
$1.52M -$54.3K -10,897 -3%
Bank of America
47
Bank of America
North Carolina
$1.51M +$80.4K +16,141 +6%
SEI Investments
48
SEI Investments
Pennsylvania
$1.49M +$991K +198,946 +206%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47M -$106K -21,200 -7%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$1.47M -$214K -42,945 -13%
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HLX Hedge Fund Activity: Q1 2021 in Review

183 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q1 2021, worth a combined $694M — up 22% from $569M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HLX positions and 21 closed out — a net gain of 8 holders — while 51 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $9.54M. The largest seller was AllianceBernstein, cutting an estimated $7.08M.

  • 183 institutional investors held Helix Energy Solutions (HLX) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $694M of Helix Energy Solutions stock for Q1 2021, up 22% quarter-over-quarter.
  • 29 funds opened new Helix Energy Solutions positions in Q1 2021 and 21 closed out, a net change of +8 holders.
  • The largest Helix Energy Solutions buyer in Q1 2021 was BlackRock, an estimated $9.54M added.
  • The largest Helix Energy Solutions seller in Q1 2021 was AllianceBernstein, an estimated $7.08M sold.

Based on aggregated 13F filings for Q1 2021.