Helix Energy Solutions
186 hedge funds and large institutions have $730M invested in Helix Energy Solutions in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 40 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 61
2.52% less ownership
Funds ownership: 90.66% → 88.14% (-2.5%)
10% less funds holding
Funds holding: 206 → 186 (-20)
30% less capital invested
Capital invested by funds: $1.04B → $730M (-$310M)
48% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 40
49% less call options, than puts
Call options by funds: $896K | Put options by funds: $1.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$18.7M |
| 2 |
KL
KGH Ltd
Nassau,
Bahamas
|
+$9.79M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$7.03M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.44M |
| 5 |
Millennium Management
New York
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$17.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$16M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$14.2M |
| 4 |
PC
Precocity Capital
Stamford,
Connecticut
|
-$7.77M |
| 5 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$6.82M |
HLX Hedge Fund Activity: Q2 2017 in Review
186 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q2 2017, worth a combined $730M — down 30% from $1.04B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of HLX and 21 opened new positions — a net loss of 19 holders — while 61 trimmed existing stakes and 65 added.
The largest buyer was AllianceBernstein, adding an estimated $18.7M. The largest seller was Zimmer Partners, exiting entirely with an estimated $17.8M sold.
- 186 institutional investors held Helix Energy Solutions (HLX) as of Q2 2017, down from 206 in Q1 2017.
- Funds reported $730M of Helix Energy Solutions stock for Q2 2017, down 30% quarter-over-quarter.
- 21 funds opened new Helix Energy Solutions positions in Q2 2017 and 40 closed out, a net change of -19 holders.
- The largest Helix Energy Solutions buyer in Q2 2017 was AllianceBernstein, an estimated $18.7M added.
- The largest Helix Energy Solutions seller in Q2 2017 was Zimmer Partners, an estimated $17.8M sold.
Based on aggregated 13F filings for Q2 2017.