Helix Energy Solutions
223 hedge funds and large institutions have $1.45B invested in Helix Energy Solutions in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 39 closing their positions.
60% more call options, than puts
Call options by funds: $9.97M | Put options by funds: $6.25M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $1.5B → $1.45B (-$40.5M)
7% less funds holding
Funds holding: 241 → 223 (-18)
8.23% less ownership
Funds ownership: 96.52% → 88.29% (-8.2%)
33% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 102
36% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$30.1M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$11.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$6.3M |
| 4 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$5.22M |
| 5 |
AG
Algert Global
San Francisco,
California
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$78.1M |
| 2 |
Two Sigma Investments
New York
|
-$9.75M |
| 3 |
BlackRock
New York
|
-$8.83M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$7.22M |
| 5 |
LP
LMR Partners
London,
United Kingdom
|
-$5.73M |
HLX Hedge Fund Activity: Q1 2024 in Review
223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q1 2024, worth a combined $1.45B — down 2.7% from $1.5B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of HLX and 25 opened new positions — a net loss of 14 holders — while 102 trimmed existing stakes and 68 added.
The largest buyer was Balyasny Asset Management, adding an estimated $30.1M. The largest seller was Morgan Stanley, cutting an estimated $78.1M.
- 223 institutional investors held Helix Energy Solutions (HLX) as of Q1 2024, down from 241 in Q4 2023.
- Funds reported $1.45B of Helix Energy Solutions stock for Q1 2024, down 2.7% quarter-over-quarter.
- 25 funds opened new Helix Energy Solutions positions in Q1 2024 and 39 closed out, a net change of -14 holders.
- The largest Helix Energy Solutions buyer in Q1 2024 was Balyasny Asset Management, an estimated $30.1M added.
- The largest Helix Energy Solutions seller in Q1 2024 was Morgan Stanley, an estimated $78.1M sold.
Based on aggregated 13F filings for Q1 2024.