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
AI
76
Acuitas Investments
Washington
$2.1M -$920K -82,477 -32%
AllianceBernstein
77
AllianceBernstein
Tennessee
$1.98M +$33.5K +3,000 +2%
DAM
78
Doheny Asset Management
California
$1.97M +$33.1K +2,964 +2%
Prudential Financial
79
Prudential Financial
New Jersey
$1.9M -$134K -12,025 -7%
QT
80
Quantbot Technologies
New York
$1.77M +$1.65M +148,294 New
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$1.7M -$769K -68,959 -33%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$1.69M -$29.4K -2,637 -2%
CIC
83
Cornercap Investment Counsel
Georgia
$1.67M -$10.8K -964 -0.7%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$1.42M -$43.9K -3,935 -3%
BCI
85
Brinker Capital Investments
Pennsylvania
$1.39M +$155K +13,876 +14%
OPS
86
Orion Portfolio Solutions
Nebraska
$1.39M +$155K +13,876 +14%
BCM
87
Bridgeway Capital Management
Texas
$1.35M +$90.3K +8,100 +8%
EF
88
Empowered Funds
Pennsylvania
$1.35M +$90.3K +8,100 +8%
NIMC
89
Nierenberg Investment Management Company
Washington
$1.33M -$123K -11,000 -9%
Citigroup
90
Citigroup
New York
$1.29M +$119K +10,680 +11%
CCP
91
Clough Capital Partners
Massachusetts
$1.23M +$1.15M +102,869 New
EGM
92
Engineers Gate Manager
New York
$1.22M -$1.24M -111,261 -52%
Jane Street
93
Jane Street
New York
$1.15M -$108K -9,680 -9%
CANY
94
Caxton Associates (New York)
New York
$1.13M +$733K +65,720 +226%
BA
95
Bridgewater Associates
Connecticut
$1.08M +$1.01M +90,842 New
ACG
96
Aventail Capital Group
New York
$1.07M +$1M +90,000 New
CSS
97
Cubist Systematic Strategies
Connecticut
$1.06M +$806K +72,238 +436%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$1.02M +$950K +85,200 New
SOADOR
99
State of Alaska Department of Revenue
Alaska
$1M -$25.1K -2,251 -3%
CF
100
Corebridge Financial
Texas
$998K +$932K +83,550 New

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.