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
ASRS
126
Arizona State Retirement System
Arizona
$484K +$13.2K +1,187 +3%
PA
127
Profund Advisors
Maryland
$468K -$178K -15,986 -29%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$466K
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$455K -$10.6K -953 -2%
US Bancorp
130
US Bancorp
Minnesota
$450K +$144K +12,927 +52%
GC
131
Guggenheim Capital
Illinois
$445K -$139K -12,430 -25%
CMF
132
Counterpoint Mutual Funds
California
$441K +$273K +24,441 +196%
TRCT
133
Tower Research Capital (TRC)
New York
$435K +$391K +35,032 +2,528%
PCM
134
Prelude Capital Management
New York
$435K +$49.1K +4,399 +14%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$416K -$34.6K -3,100 -8%
SG Americas Securities
136
SG Americas Securities
New York
$411K +$384K +34,428 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$397K -$23.8K -2,130 -6%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$388K
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$383K -$649K -58,164 -64%
Mitsubishi UFJ Asset Management
140
Mitsubishi UFJ Asset Management
Japan
$378K +$354K +31,698 New
Verition Fund Management
141
Verition Fund Management
Connecticut
$377K +$352K +31,580 New
SEI Investments
142
SEI Investments
Pennsylvania
$377K +$38.5K +3,451 +12%
IIM
143
INTECH Investment Management
Florida
$371K +$347K +31,096 New
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$369K +$3.19K +286 +0.9%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$363K -$28.7K -2,576 -8%
GIM
146
Guild Investment Management
California
$358K +$335K +30,000 New
CM
147
CoreCommodity Management
Connecticut
$353K +$330K +29,595 New
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$333K +$11.2K +1,000 +4%
Two Sigma Investments
149
Two Sigma Investments
New York
$324K -$6.88M -616,804 -96%
Mackenzie Financial
150
Mackenzie Financial
Ontario, Canada
$319K -$17.6K -1,574 -6%

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.