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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
SL
176
Savior LLC
Massachusetts
$1K – – –
WCM
177
Wealthcare Capital Management
Virginia
$1K +$1.4K +281 New
AWA
178
Arkadios Wealth Advisors
Georgia
$1K +$1.49K +300 New
AIG
179
American International Group
New York
$479 -$5.07K -1,018 -1%
SCM
180
SIR Capital Management
New York
– -$4.72M -1,123,992 Closed
AGC
181
Alden Global Capital
Florida
– -$2.96M -705,750 Closed
Norges Bank
182
Norges Bank
Norway
– -$793K -188,799 Closed
Lazard Asset Management
183
Lazard Asset Management
New York
– -$557K -132,854 Closed
Jacobs Levy Equity Management
184
Jacobs Levy Equity Management
New Jersey
– -$320K -76,166 Closed
MSA
185
Mason Street Advisors
Wisconsin
– -$221K -52,636 Closed
HF
186
HRT Financial
New York
– -$203K -48,347 Closed
PP
187
Paloma Partners
Connecticut
– -$179K -42,589 Closed
PI
188
PEAK6 Investments
Illinois
– -$109K -26,009 Closed
MCC
189
Money Concepts Capital
Florida
– -$75K -17,870 Closed
Simplex Trading
190
Simplex Trading
Illinois
– -$87.8K -17,630 Closed
BPA
191
Beacon Pointe Advisors
California
– -$42K -10,000 Closed
WC
192
Wexford Capital
Florida
– -$41K -9,829 Closed
PFO
193
Pathstone Family Office
New Jersey
– -$24K -5,665 Closed
ASN
194
Advisory Services Network
Georgia
– -$10K -2,481 Closed
VCG
195
Vantage Consulting Group
Virginia
– -$9K -2,088 Closed
QT
196
Quantbot Technologies
New York
– -$3K -819 Closed
PCG
197
Private Capital Group
Connecticut
– -$1K -295 Closed
HI
198
Harbour Investments
Wisconsin
– +$194 +39 New
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.