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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
UBS Group
26
UBS Group
Switzerland
$13.4M +$12.2M +1,209,987 +536%
PAM
27
Panagora Asset Management
Massachusetts
$11.1M -$17.7K -1,754 -0.1%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$9.63M +$920K +91,425 +10%
CP
29
CenterBook Partners
Connecticut
$9.47M +$1.4M +139,466 +16%
BCM
30
Bridgeway Capital Management
Texas
$9.31M +$8.85M +879,437 +739%
Invesco
31
Invesco
Georgia
$9.3M -$1.28M -126,944 -11%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$8.53M -$298K -29,622 -3%
Goldman Sachs
33
Goldman Sachs
New York
$8.35M -$475K -47,157 -5%
JP Morgan Chase
34
JP Morgan Chase
New York
$8.34M +$2.86M +284,184 +47%
N
35
Nuveen
North Carolina
$6.75M -$7.07M -702,571 -49%
Raymond James Financial
36
Raymond James Financial
Florida
$6.07M +$6.55M +651,235 New
Franklin Resources
37
Franklin Resources
California
$5.59M -$651K -64,678 -10%
FFAM
38
Forge First Asset Management
Canada
$5.56M +$6.01M +597,100 New
Russell Investments Group
39
Russell Investments Group
United Kingdom
$5.16M -$1.04M -103,587 -16%
OAG
40
Orbis Allan Gray
Bermuda
$5.05M -$12.6M -1,255,895 -70%
EF
41
Empowered Funds
Pennsylvania
$5.02M +$4.22M +419,437 +352%
AA
42
Ancora Advisors
Ohio
$4.91M -$3.49M -346,393 -40%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$4.81M -$197K -19,552 -4%
FP
44
Foundry Partners
Minnesota
$4.74M +$11.1K +1,100 +0.2%
OAM
45
Oberweis Asset Management
Illinois
$4.68M +$948K +94,200 +23%
Ameriprise
46
Ameriprise
Minnesota
$4.24M -$893K -88,742 -16%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.07M +$93.9K +9,333 +2%
Legal & General Group
48
Legal & General Group
United Kingdom
$3.9M +$128K +12,755 +3%
PGIM
49
Pacific Global Investment Management
California
$3.85M +$117K +11,638 +3%
LP
50
LMR Partners
United Kingdom
$3.73M +$4.03M +400,000 New

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.