Helix Energy Solutions
228 hedge funds and large institutions have $2.4B invested in Helix Energy Solutions in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 22 closing their positions.
148% more call options, than puts
Call options by funds: $3.89M | Put options by funds: $1.57M
41% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 22
17% more capital invested
Capital invested by funds: $2.05B → $2.4B (+$348M)
3.16% more ownership
Funds ownership: 86.55% → 89.7% (+3.2%)
3% more funds holding
Funds holding: 222 → 228 (+6)
7% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 86
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
+$77.7M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$42.2M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$25.4M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$10.7M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$48.3M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$26.5M |
| 3 |
ECA
Encompass Capital Advisors
New York
|
-$15.3M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$12.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$11.2M |
HLX Hedge Fund Activity: Q3 2013 in Review
228 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q3 2013, worth a combined $2.4B — up 17% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HLX positions and 22 closed out — a net gain of 9 holders — while 80 added to existing stakes and 86 trimmed.
The largest buyer was Munder Capital Management, adding an estimated $77.7M. The largest seller was AllianceBernstein, cutting an estimated $48.3M.
- 228 institutional investors held Helix Energy Solutions (HLX) as of Q3 2013, up from 222 in Q2 2013.
- Funds reported $2.4B of Helix Energy Solutions stock for Q3 2013, up 17% quarter-over-quarter.
- 31 funds opened new Helix Energy Solutions positions in Q3 2013 and 22 closed out, a net change of +9 holders.
- The largest Helix Energy Solutions buyer in Q3 2013 was Munder Capital Management, an estimated $77.7M added.
- The largest Helix Energy Solutions seller in Q3 2013 was AllianceBernstein, an estimated $48.3M sold.
Based on aggregated 13F filings for Q3 2013.