Helix Energy Solutions
214 hedge funds and large institutions have $1.04B invested in Helix Energy Solutions in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 33 closing their positions.
1,194% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $107K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.17% less ownership
Funds ownership: 95.51% → 93.34% (-2.2%)
6% less funds holding
Funds holding: 228 → 214 (-14)
7% less capital invested
Capital invested by funds: $1.12B → $1.04B (-$81M)
20% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 92
42% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Encompass Capital Advisors
New York
|
+$14.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.51M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$4.46M |
| 4 |
SCM
SIR Capital Management
New York
|
+$3.7M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$14.1M |
| 2 |
Morgan Stanley
New York
|
-$12.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$6.63M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.81M |
| 5 |
State Street
Boston,
Massachusetts
|
-$3.94M |
HLX Hedge Fund Activity: Q2 2023 in Review
214 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q2 2023, worth a combined $1.04B — down 7.2% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of HLX and 19 opened new positions — a net loss of 14 holders — while 92 trimmed existing stakes and 74 added.
The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $14.1M. The largest seller was Millennium Management, cutting an estimated $14.1M.
- 214 institutional investors held Helix Energy Solutions (HLX) as of Q2 2023, down from 228 in Q1 2023.
- Funds reported $1.04B of Helix Energy Solutions stock for Q2 2023, down 7.2% quarter-over-quarter.
- 19 funds opened new Helix Energy Solutions positions in Q2 2023 and 33 closed out, a net change of -14 holders.
- The largest Helix Energy Solutions buyer in Q2 2023 was Encompass Capital Advisors, an estimated $14.1M added.
- The largest Helix Energy Solutions seller in Q2 2023 was Millennium Management, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2023.