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Helix Energy Solutions
HLX

183 hedge funds and large institutions have $694M invested in Helix Energy Solutions in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $503K

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $569M → $694M (+$125M)

4% more funds holding

Funds holding: 176 → 183 (+7)

0.9% more ownership

Funds ownership: 90.35% → 91.24% (+0.9%)

23% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 66

Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
51
Reduced
66
Closed
21
Calls
$1.96M
Puts
$503K
Net Calls
+$1.45M
Net Calls Change
+$574K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.54M
2
OAG
Orbis Allan Gray
Bermuda
+$5.21M
3
Victory Capital Management
Victory Capital Management
Texas
+$5.06M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.58M
5
Invesco
Invesco
Georgia
+$3.4M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$7.08M
2
Morgan Stanley
Morgan Stanley
New York
-$6.71M
3
SCM
SIR Capital Management
New York
-$4.72M
4
AGC
Alden Global Capital
Florida
-$2.96M
5
Barclays
Barclays
United Kingdom
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
126
Guinness Atkinson Asset Management
California
$120K – – –
CSS
127
Cubist Systematic Strategies
Connecticut
$116K +$115K +23,044 New
CIBC Asset Management
128
CIBC Asset Management
Ontario, Canada
$102K +$3.65K +733 +4%
MOACM
129
Mutual of America Capital Management
New York
$96K +$5.84K +1,173 +7%
Two Sigma Investments
130
Two Sigma Investments
New York
$95K +$93.9K +18,856 New
PA
131
Profund Advisors
Maryland
$92K -$118K -23,611 -56%
BCM
132
Bayesian Capital Management
New York
$91K -$61.8K -12,400 -41%
US Bancorp
133
US Bancorp
Minnesota
$89K +$5.87K +1,178 +7%
Stifel Financial
134
Stifel Financial
Missouri
$84K -$598 -120 -0.7%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$80K +$14.4K +2,887 +22%
APP
136
Alpha Paradigm Partners
Illinois
$80K +$78.7K +15,800 New
GCP
137
GSA Capital Partners
United Kingdom
$79K -$112K -22,409 -59%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K +$5.12K +1,028 +7%
TH
139
TCTC Holdings
Texas
$69K -$1.99K -400 -3%
Squarepoint
140
Squarepoint
New York
$69K +$68.5K +13,752 New
CNC
141
Canandaigua National Corp
New York
$67K -$1.72K -345 -3%
AB
142
Amalgamated Bank
New York
$64K -$4.17K -836 -6%
AIP
143
Ameritas Investment Partners
Nebraska
$63K – – –
QI
144
QS Investors
New York
$62K – – –
ACI
145
AMP Capital Investors
Australia
$61K -$55.6K -11,167 -48%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$58K -$29.9K -5,992 -34%
LPL Financial
147
LPL Financial
California
$55K -$48.8K -9,796 -48%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$55K – – –
SCM
149
Shelton Capital Management
Colorado
$53K – – –
Osaic Holdings
150
Osaic Holdings
Arizona
$52K +$30.8K +6,188 +155%
4 5
6
7 8

HLX Hedge Fund Activity: Q1 2021 in Review

183 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q1 2021, worth a combined $694M — up 22% from $569M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HLX positions and 21 closed out — a net gain of 8 holders — while 51 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $9.54M. The largest seller was AllianceBernstein, cutting an estimated $7.08M.

  • 183 institutional investors held Helix Energy Solutions (HLX) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $694M of Helix Energy Solutions stock for Q1 2021, up 22% quarter-over-quarter.
  • 29 funds opened new Helix Energy Solutions positions in Q1 2021 and 21 closed out, a net change of +8 holders.
  • The largest Helix Energy Solutions buyer in Q1 2021 was BlackRock, an estimated $9.54M added.
  • The largest Helix Energy Solutions seller in Q1 2021 was AllianceBernstein, an estimated $7.08M sold.

Based on aggregated 13F filings for Q1 2021.