Helix Energy Solutions
225 hedge funds and large institutions have $2.19B invested in Helix Energy Solutions in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 19 closing their positions.
157% more call options, than puts
Call options by funds: $3.95M | Put options by funds: $1.54M
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
12% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 77
4% more funds holding
Funds holding: 217 → 225 (+8)
1.36% more ownership
Funds ownership: 89.06% → 90.42% (+1.4%)
1% more capital invested
Capital invested by funds: $2.18B → $2.19B (+$12.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$27.9M |
| 2 |
HI
HBK Investments
Dallas,
Texas
|
+$21.9M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$19.1M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$19M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$8.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$29.7M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$16.9M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$9.82M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$7.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.58M |
HLX Hedge Fund Activity: Q1 2014 in Review
225 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q1 2014, worth a combined $2.19B — up 0.58% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HLX positions and 19 closed out — a net gain of 9 holders — while 86 added to existing stakes and 77 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $27.9M. The largest seller was Bank of New York Mellon, cutting an estimated $29.7M.
- 225 institutional investors held Helix Energy Solutions (HLX) as of Q1 2014, up from 217 in Q4 2013.
- Funds reported $2.19B of Helix Energy Solutions stock for Q1 2014, up 0.58% quarter-over-quarter.
- 28 funds opened new Helix Energy Solutions positions in Q1 2014 and 19 closed out, a net change of +9 holders.
- The largest Helix Energy Solutions buyer in Q1 2014 was T. Rowe Price Associates, an estimated $27.9M added.
- The largest Helix Energy Solutions seller in Q1 2014 was Bank of New York Mellon, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2014.