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Helix Energy Solutions

241 hedge funds and large institutions have $1.31B invested in Helix Energy Solutions in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3.56% more ownership

Funds ownership: 88.72%92.28% (+3.6%)

1% more funds holding

Funds holding: 238241 (+3)

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

12% less capital invested

Capital invested by funds: $1.49B → $1.31B (-$185M)

68% less call options, than puts

Call options by funds: $372K | Put options by funds: $1.15M

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
84
Reduced
88
Closed
26
Calls
$372K
Puts
$1.15M
Net Calls
-$778K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
151
Jane Street
New York
$182K -$2.88M -286,235 -94%
PA
152
PharVision Advisers
Florida
$179K +$194K +19,228 New
ASN
153
Advisory Services Network
Georgia
$176K -$3.78K -376 -2%
MFIM
154
Mesirow Financial Investment Management
Illinois
$170K +$2.16K +215 +1%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$167K
Allianz Asset Management
156
Allianz Asset Management
Germany
$163K +$43.3K +4,300 +33%
MAS
157
Meeder Advisory Services
Ohio
$158K +$3.25K +323 +2%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$158K -$2.13K -212 -1%
SI
159
Saxon Interests
Texas
$157K -$12.1K -1,204 -7%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$153K -$244K -24,292 -60%
EL
161
EWA LLC
Pennsylvania
$150K -$2.03K -202 -1%
Mariner
162
Mariner
Kansas
$148K -$6.27K -623 -4%
EC
163
EntryPoint Capital
New York
$147K +$43.8K +4,352 +38%
SC
164
Syon Capital
California
$143K +$154K +15,323 New
OAM
165
Oxford Asset Management
United Kingdom
$141K +$152K +15,151 New
AIP
166
Ameritas Investment Partners
Nebraska
$133K
CANY
167
Caxton Associates (New York)
New York
$132K +$142K +14,150 New
CWM
168
CIBC World Markets
New York
$126K +$136K +13,485 New
Stifel Financial
169
Stifel Financial
Missouri
$124K +$4.06K +403 +3%
SEI Investments
170
SEI Investments
Pennsylvania
$119K -$23K -2,286 -15%
CT
171
ClearAlpha Technologies
Connecticut
$118K +$128K +12,669 New
Creative Planning
172
Creative Planning
Kansas
$118K -$41.9K -4,166 -25%
BFG
173
Bleakley Financial Group
New Jersey
$117K -$13.4K -1,336 -10%
X
174
Xponance
Pennsylvania
$114K +$123K +12,188 New
VPIM
175
Vanguard Personalized Indexing Management
California
$114K +$5.17K +514 +4%

HLX Hedge Fund Activity: Q4 2024 in Review

241 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2024, worth a combined $1.31B — down 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLX positions and 26 closed out — a net gain of 7 holders — while 84 added to existing stakes and 88 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.4M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 241 institutional investors held Helix Energy Solutions (HLX) as of Q4 2024, up from 238 in Q3 2024.
  • Funds reported $1.31B of Helix Energy Solutions stock for Q4 2024, down 12% quarter-over-quarter.
  • 33 funds opened new Helix Energy Solutions positions in Q4 2024 and 26 closed out, a net change of +7 holders.
  • The largest Helix Energy Solutions buyer in Q4 2024 was Balyasny Asset Management, an estimated $19.4M added.
  • The largest Helix Energy Solutions seller in Q4 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2024.