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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
MIM
101
MetLife Investment Management
New Jersey
$994K +$133K +11,957 +17%
Barclays
102
Barclays
United Kingdom
$992K -$915K -82,060 -50%
IMRF
103
Illinois Municipal Retirement Fund
Illinois
$971K +$36.6K +3,279 +4%
Squarepoint
104
Squarepoint
New York
$956K -$1.22M -109,562 -58%
AIM
105
ARGA Investment Management
Connecticut
$949K
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$885K +$39.7K +3,559 +5%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$861K +$21.2K +1,900 +3%
NSIM
108
North Star Investment Management
Illinois
$776K -$520K -46,600 -42%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$764K +$669 +60 +0.1%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$753K -$8.18K -733 -1%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$730K -$1.27M -113,967 -65%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$699K +$279 +25 +0%
YCM
113
Yousif Capital Management
Michigan
$684K -$71K -6,367 -10%
Comerica Bank
114
Comerica Bank
Texas
$639K -$66.4K -5,955 -10%
Victory Capital Management
115
Victory Capital Management
Texas
$626K -$998K -89,517 -63%
YIH
116
Y-Intercept (HK)
Hong Kong
$625K +$584K +52,349 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$603K
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$597K -$17K -1,523 -3%
SO
119
STRS Ohio
Ohio
$583K -$97K -8,700 -15%
DT
120
Diversified Trust
Tennessee
$577K +$23.7K +2,125 +5%
AQR Capital Management
121
AQR Capital Management
Connecticut
$539K -$80.1K -7,182 -14%
VA
122
Vident Advisory
Georgia
$534K +$499K +44,694 New
ACM
123
Aquatic Capital Management
Illinois
$523K +$489K +43,800 New
AB
124
Amalgamated Bank
New York
$522K -$1.51K -135 -0.3%
UBS Group
125
UBS Group
Switzerland
$508K -$503K -45,095 -51%

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.