We are live on ! Find out more
HLX icon

Helix Energy Solutions

241 hedge funds and large institutions have $1.64B invested in Helix Energy Solutions in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $1.51M

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $1.45B → $1.64B (+$188M)

8% more funds holding

Funds holding: 223241 (+18)

1.97% more ownership

Funds ownership: 88.29%90.26% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
41
Increased
79
Reduced
90
Closed
21
Calls
$3.17M
Puts
$1.51M
Net Calls
+$1.66M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Guinness Asset Management
United Kingdom
$4.76M
Legal & General Group
52
Legal & General Group
United Kingdom
$4.76M +$42.9K +3,850 +1%
First Trust Advisors
53
First Trust Advisors
Illinois
$4.23M -$508K -45,563 -11%
UBS AM
54
UBS AM
Illinois
$4.03M +$1.07M +96,079 +40%
First Eagle Investment Management
55
First Eagle Investment Management
New York
$3.84M -$44.6K -4,000 -1%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.77M +$278K +24,947 +9%
Citadel Advisors
57
Citadel Advisors
Florida
$3.74M +$3.32M +297,496 +1,927%
Swiss National Bank
58
Swiss National Bank
Switzerland
$3.4M +$27.9K +2,500 +0.9%
GC
59
Glenorchy Capital
Australia
$3.24M +$138K +12,351 +5%
Bank of America
60
Bank of America
North Carolina
$3.14M +$58K +5,196 +2%
Canada Life
61
Canada Life
Manitoba, Canada
$3.12M +$280K +25,141 +11%
IA
62
Icon Advisers
Colorado
$2.88M
RHJA
63
Rice Hall James & Associates
California
$2.73M -$478K -42,826 -16%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$2.71M -$170K -15,211 -6%
Renaissance Technologies
65
Renaissance Technologies
New York
$2.65M -$715K -64,073 -22%
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$2.39M +$1.19K +107 +0.1%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$2.39M +$1.35M +120,978 +153%
AWM
68
Affinity Wealth Management
Delaware
$2.38M +$2.22M +199,270 New
GAM
69
Gotham Asset Management
New York
$2.31M +$629K +56,433 +41%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.27M +$2.12M +190,000 New
Wells Fargo
71
Wells Fargo
California
$2.19M +$1.38M +123,934 +207%
JF
72
Jump Financial
Illinois
$2.15M +$2.01M +179,800 New
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$2.13M -$755K -67,671 -27%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$2.12M -$715K -64,132 -27%
Deutsche Bank
75
Deutsche Bank
Germany
$2.12M -$75.1K -6,730 -4%

HLX Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q2 2024, worth a combined $1.64B — up 13% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HLX positions and 21 closed out — a net gain of 20 holders — while 79 added to existing stakes and 90 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $76.5M. The largest seller was BlackRock, cutting an estimated $23.9M.

  • 241 institutional investors held Helix Energy Solutions (HLX) as of Q2 2024, up from 223 in Q1 2024.
  • Funds reported $1.64B of Helix Energy Solutions stock for Q2 2024, up 13% quarter-over-quarter.
  • 41 funds opened new Helix Energy Solutions positions in Q2 2024 and 21 closed out, a net change of +20 holders.
  • The largest Helix Energy Solutions buyer in Q2 2024 was Pacer Advisors, an estimated $76.5M added.
  • The largest Helix Energy Solutions seller in Q2 2024 was BlackRock, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2024.