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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$28.8K +$970 +87 +4%
QL
202
Quarry LP
New York
$24.1K +$22.5K +2,015 New
FCMT
203
Founders Capital Management (Texas)
Texas
$23.9K
NA
204
NewEdge Advisors
Louisiana
$20.4K -$8.77K -786 -32%
QCG
205
Quadrant Capital Group
Ohio
$17.8K +$178 +16 +1%
Osaic Holdings
206
Osaic Holdings
Arizona
$17.1K +$13.6K +1,221 +584%
S
207
SignatureFD
Georgia
$16.2K
PWMG
208
Prestige Wealth Management Group
New Jersey
$14.7K
TH
209
TCTC Holdings
Texas
$13.8K -$6.47K -580 -33%
Optiver Holding
210
Optiver Holding
Netherlands
$11.4K +$10.6K +951 New
IC
211
Innealta Capital
Texas
$11.3K +$10.6K +947 New
SAM
212
Smartleaf Asset Management
Massachusetts
$10.2K +$9.93K +890 New
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$9.73K +$9.09K +815 New
VCM
214
Versant Capital Management
Arizona
$8.48K
NS
215
NBC Securities
Alabama
$8K
BAM
216
Byrne Asset Management
New Jersey
$6.88K
CFM
217
Catalyst Funds Management
Australia
$5.97K -$7.81K -700 -58%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$5.34K
FFO
219
Fortitude Family Office
Arizona
$4.84K
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$4.49K +$2.46K +221 +143%
LFA
221
LGT Financial Advisors
Texas
$3.45K +$3.22K +289 New
PA
222
Pineridge Advisors
Missouri
$2.64K
AF
223
Allworth Financial
California
$2.28K
Bessemer Group
224
Bessemer Group
New Jersey
$2K
UB
225
UMB Bank
Missouri
$1.77K +$937 +84 +131%

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.