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Helix Energy Solutions

175 hedge funds and large institutions have $502M invested in Helix Energy Solutions in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $469M → $502M (+$33M)

2.08% less ownership

Funds ownership: 92.02%89.94% (-2.1%)

9% less funds holding

Funds holding: 193175 (-18)

11% less call options, than puts

Call options by funds: $799K | Put options by funds: $901K

13% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 64

39% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 44

Holders
175
Holders Change
-18
Holders Change %
-9.33%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
56
Reduced
64
Closed
44
Calls
$799K
Puts
$901K
Net Calls
-$102K
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
76
CoreCommodity Management
Connecticut
$444K +$56.4K +9,723 +13%
Morgan Stanley
77
Morgan Stanley
New York
$442K -$5.41M -933,601 -92%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$442K +$487K +84,000 New
TPSF
79
Texas Permanent School Fund
Texas
$429K +$528 +91 +0.1%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$415K -$485K -83,555 -51%
LPL Financial
81
LPL Financial
California
$410K +$221K +38,187 +95%
CS
82
Credit Suisse
Switzerland
$409K -$998K -172,025 -69%
AIG
83
American International Group
New York
$396K -$1.04M -179,756 -70%
O
84
OppenheimerFunds
New York
$391K +$432K +74,405 New
Legal & General Group
85
Legal & General Group
United Kingdom
$384K -$18.3K -3,151 -4%
Public Sector Pension Investment Board (PSP Investments)
86
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$357K +$394K +67,900 New
UBS AM
87
UBS AM
Illinois
$351K -$101K -17,329 -21%
Wells Fargo
88
Wells Fargo
California
$347K -$518K -89,341 -58%
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$325K +$137K +23,600 +62%
AG
90
Aperio Group
California
$287K -$3.61K -622 -1%
CAM
91
Capstone Asset Management
Texas
$265K +$233K +40,240 +396%
ASRS
92
Arizona State Retirement System
Arizona
$258K +$25.9K +4,467 +10%
BA
93
BlackRock Advisors
Delaware
$233K -$126K -21,681 -33%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$230K -$636K -109,577 -71%
Citigroup
95
Citigroup
New York
$230K +$219K +37,824 +640%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$229K +$98.6K +17,000 +64%
FG
97
Formula Growth
Quebec, Canada
$226K +$249K +43,000 New
PGIM
98
Pacific Global Investment Management
California
$220K -$106K -18,350 -30%
Stifel Financial
99
Stifel Financial
Missouri
$219K -$64.5K -11,119 -21%
LCM
100
Laurion Capital Management
New York
$214K -$37.7K -6,500 -14%

HLX Hedge Fund Activity: Q4 2015 in Review

175 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2015, worth a combined $502M — up 7% from $469M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of HLX and 27 opened new positions — a net loss of 17 holders — while 64 trimmed existing stakes and 56 added.

The largest buyer was Millennium Management, adding an estimated $9.06M. The largest seller was AQR Capital Management, cutting an estimated $11.8M.

  • 175 institutional investors held Helix Energy Solutions (HLX) as of Q4 2015, down from 193 in Q3 2015.
  • Funds reported $502M of Helix Energy Solutions stock for Q4 2015, up 7% quarter-over-quarter.
  • 27 funds opened new Helix Energy Solutions positions in Q4 2015 and 44 closed out, a net change of -17 holders.
  • The largest Helix Energy Solutions buyer in Q4 2015 was Millennium Management, an estimated $9.06M added.
  • The largest Helix Energy Solutions seller in Q4 2015 was AQR Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2015.