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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
EP
176
Edgestream Partners
New Jersey
$184K +$172K +15,436 New
AIP
177
Ameritas Investment Partners
Nebraska
$171K
CC
178
Corton Capital
Ontario, Canada
$170K +$159K +14,230 New
SC
179
Syon Capital
California
$161K +$1.03K +92 +0.7%
Stifel Financial
180
Stifel Financial
Missouri
$160K -$10.5K -938 -7%
TFA
181
Toth Financial Advisory
Virginia
$155K
Man Group
182
Man Group
United Kingdom
$150K +$140K +12,560 New
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$143K -$299K -26,816 -69%
CNBT
184
Canandaigua National Bank & Trust
New York
$132K -$9.18K -823 -7%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$130K -$1.76K -158 -1%
GAAM
186
Guinness Atkinson Asset Management
California
$129K
CGH
187
Crossmark Global Holdings
Texas
$122K -$11.9K -1,070 -9%
PWPS
188
Pinnacle Wealth Planning Services
Ohio
$122K
PGFC
189
Peapack-Gladstone Financial Corp
New Jersey
$119K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$108K +$9.48K +850 +10%
FFA
191
Farther Finance Advisors
California
$90.9K +$5.18K +464 +7%
SOW
192
State of Wyoming
Wyoming
$89.2K +$32.1K +2,877 +63%
GI
193
GAMMA Investing
California
$76.2K +$13.8K +1,236 +24%
AAP
194
Arax Advisory Partners
Colorado
$75.5K +$70.5K +6,324 New
KBC Group
195
KBC Group
Belgium
$67K +$20.7K +1,859 +49%
LC
196
Lindbrook Capital
California
$65.5K -$825 -74 -1%
A
197
AlphaQuest
New York
$58.7K -$18.6K -1,667 -25%
PI
198
PEAK6 Investments
Illinois
$50.7K -$12.1K -1,088 -20%
PAS
199
Point72 Asia (Singapore)
Singapore
$44.7K +$41.7K +3,740 New
SPIA
200
Steward Partners Investment Advisory
New York
$37.5K -$8.9K -798 -20%

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.