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Helix Energy Solutions

184 hedge funds and large institutions have $769M invested in Helix Energy Solutions in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $384K | Put options by funds: $120K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

1% more funds holding

Funds holding: 183184 (+1)

0.23% more ownership

Funds ownership: 89.27%89.5% (+0.23%)

13% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 61

23% less capital invested

Capital invested by funds: $994M → $769M (-$225M)

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
4.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
53
Reduced
61
Closed
19
Calls
$384K
Puts
$120K
Net Calls
+$264K
Net Calls Change
-$405K
Name Holding Trade Value Shares
Change
Change in
Stake
STA
201
Summit Trail Advisors
New York
-$1K -147 Closed
JA
202
JOYN Advisors
Georgia
+$238 +34 New

HLX Hedge Fund Activity: Q1 2018 in Review

184 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q1 2018, worth a combined $769M — down 23% from $994M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HLX positions and 19 closed out — a net gain of 4 holders — while 53 added to existing stakes and 61 trimmed.

The largest buyer was Legal & General Group, adding an estimated $14.6M. The largest seller was GMT Capital, cutting an estimated $15.2M.

  • 184 institutional investors held Helix Energy Solutions (HLX) as of Q1 2018, up from 183 in Q4 2017.
  • Funds reported $769M of Helix Energy Solutions stock for Q1 2018, down 23% quarter-over-quarter.
  • 23 funds opened new Helix Energy Solutions positions in Q1 2018 and 19 closed out, a net change of +4 holders.
  • The largest Helix Energy Solutions buyer in Q1 2018 was Legal & General Group, an estimated $14.6M added.
  • The largest Helix Energy Solutions seller in Q1 2018 was GMT Capital, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2018.