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Helix Energy Solutions

241 hedge funds and large institutions have $1.31B invested in Helix Energy Solutions in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3.56% more ownership

Funds ownership: 88.72%92.28% (+3.6%)

1% more funds holding

Funds holding: 238241 (+3)

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

12% less capital invested

Capital invested by funds: $1.49B → $1.31B (-$185M)

68% less call options, than puts

Call options by funds: $372K | Put options by funds: $1.15M

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
84
Reduced
88
Closed
26
Calls
$372K
Puts
$1.15M
Net Calls
-$778K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$644K
NSIM
102
North Star Investment Management
Illinois
$606K
SG Americas Securities
103
SG Americas Securities
New York
$598K -$138K -13,714 -18%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$596K
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$588K
AIM
106
ARGA Investment Management
Connecticut
$560K -$19.8K -1,969 -3%
Verition Fund Management
107
Verition Fund Management
Connecticut
$551K +$595K +59,132 New
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$526K -$182K -18,132 -24%
DT
109
Diversified Trust
Tennessee
$518K +$62.6K +6,220 +13%
YCM
110
Yousif Capital Management
Michigan
$505K -$14.8K -1,467 -3%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$470K
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$462K -$262K -26,021 -34%
SCM
113
Sterling Capital Management
North Carolina
$462K +$494K +49,100 +11,366%
Comerica Bank
114
Comerica Bank
Texas
$461K -$24.5K -2,439 -5%
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$450K
US Bancorp
116
US Bancorp
Minnesota
$439K -$24.3K -2,419 -5%
VA
117
Vident Advisory
Georgia
$434K +$53K +5,264 +13%
ProShare Advisors
118
ProShare Advisors
Maryland
$405K +$135K +13,365 +44%
CIC
119
Cornercap Investment Counsel
Georgia
$391K
ASRS
120
Arizona State Retirement System
Arizona
$391K +$2.2K +219 +0.5%
AB
121
Amalgamated Bank
New York
$388K -$6.72K -668 -2%
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$378K
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$352K +$380K +37,787 New
AQR Capital Management
124
AQR Capital Management
Connecticut
$348K -$95.9K -9,524 -20%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$342K +$41.9K +4,165 +13%

HLX Hedge Fund Activity: Q4 2024 in Review

241 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2024, worth a combined $1.31B — down 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLX positions and 26 closed out — a net gain of 7 holders — while 84 added to existing stakes and 88 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.4M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 241 institutional investors held Helix Energy Solutions (HLX) as of Q4 2024, up from 238 in Q3 2024.
  • Funds reported $1.31B of Helix Energy Solutions stock for Q4 2024, down 12% quarter-over-quarter.
  • 33 funds opened new Helix Energy Solutions positions in Q4 2024 and 26 closed out, a net change of +7 holders.
  • The largest Helix Energy Solutions buyer in Q4 2024 was Balyasny Asset Management, an estimated $19.4M added.
  • The largest Helix Energy Solutions seller in Q4 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2024.