Helix Energy Solutions
186 hedge funds and large institutions have $410M invested in Helix Energy Solutions in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 20 closing their positions.
68% more call options, than puts
Call options by funds: $242K | Put options by funds: $144K
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
4% more funds holding
Funds holding: 179 → 186 (+7)
6% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 62
3.41% less ownership
Funds ownership: 90.53% → 87.12% (-3.4%)
23% less capital invested
Capital invested by funds: $529M → $410M (-$119M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.57M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.52M |
| 3 |
First Manhattan
New York
|
+$2.4M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.32M |
| 5 |
Millennium Management
New York
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.94M |
| 2 |
VanEck Associates
New York
|
-$9.94M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.77M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.07M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.42M |
HLX Hedge Fund Activity: Q4 2021 in Review
186 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2021, worth a combined $410M — down 23% from $529M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HLX positions and 20 closed out — a net gain of 8 holders — while 66 added to existing stakes and 62 trimmed.
The largest buyer was BlackRock, adding an estimated $2.57M. The largest seller was Vanguard Group, cutting an estimated $9.94M.
- 186 institutional investors held Helix Energy Solutions (HLX) as of Q4 2021, up from 179 in Q3 2021.
- Funds reported $410M of Helix Energy Solutions stock for Q4 2021, down 23% quarter-over-quarter.
- 28 funds opened new Helix Energy Solutions positions in Q4 2021 and 20 closed out, a net change of +8 holders.
- The largest Helix Energy Solutions buyer in Q4 2021 was BlackRock, an estimated $2.57M added.
- The largest Helix Energy Solutions seller in Q4 2021 was Vanguard Group, an estimated $9.94M sold.
Based on aggregated 13F filings for Q4 2021.