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Helix Energy Solutions

241 hedge funds and large institutions have $1.31B invested in Helix Energy Solutions in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3.56% more ownership

Funds ownership: 88.72%92.28% (+3.6%)

1% more funds holding

Funds holding: 238241 (+3)

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

12% less capital invested

Capital invested by funds: $1.49B → $1.31B (-$185M)

68% less call options, than puts

Call options by funds: $372K | Put options by funds: $1.15M

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
84
Reduced
88
Closed
26
Calls
$372K
Puts
$1.15M
Net Calls
-$778K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$29.4K +$121 +12 +0.4%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$25.1K +$2.35K +233 +9%
TRCT
203
Tower Research Capital (TRC)
New York
$21.6K +$7K +695 +43%
Osaic Holdings
204
Osaic Holdings
Arizona
$21.2K +$3.07K +305 +15%
FCMT
205
Founders Capital Management (Texas)
Texas
$18.6K
PAS
206
Point72 Asia (Singapore)
Singapore
$18.4K -$21.3K -2,114 -52%
NA
207
NewEdge Advisors
Louisiana
$15.9K +$30 +3 +0.2%
SS
208
SBI Securities
Japan
$13.2K +$14.3K +1,416 New
AF
209
Advisornet Financial
Minnesota
$12.9K
S
210
SignatureFD
Georgia
$11.8K
PWMG
211
Prestige Wealth Management Group
New Jersey
$11.5K
QCG
212
Quadrant Capital Group
Ohio
$10.9K -$3.04K -302 -21%
TH
213
TCTC Holdings
Texas
$10.8K
VCM
214
Versant Capital Management
Arizona
$6.79K +$181 +18 +3%
BAM
215
Byrne Asset Management
New Jersey
$5.59K
Optiver Holding
216
Optiver Holding
Netherlands
$3.85K +$4.16K +413 New
FFO
217
Fortitude Family Office
Arizona
$3.77K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$2.35K +$1.28K +127 +102%
Bessemer Group
219
Bessemer Group
New Jersey
$2K -$1.16K -115 -40%
C
220
Covestor
United Kingdom
$2K +$1.64K +163 +201%
Citadel Advisors
221
Citadel Advisors
Florida
$1.9K -$370K -36,772 -99%
PA
222
Pineridge Advisors
Missouri
$1.64K -$453 -45 -20%
AF
223
Allworth Financial
California
$1.57K
RIL
224
Rothschild Investment LLC
Illinois
$1.07K -$252 -25 -18%
HWM
225
Hemington Wealth Management
Virginia
$1K -$10 -1 -0.7%

HLX Hedge Fund Activity: Q4 2024 in Review

241 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2024, worth a combined $1.31B — down 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLX positions and 26 closed out — a net gain of 7 holders — while 84 added to existing stakes and 88 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.4M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 241 institutional investors held Helix Energy Solutions (HLX) as of Q4 2024, up from 238 in Q3 2024.
  • Funds reported $1.31B of Helix Energy Solutions stock for Q4 2024, down 12% quarter-over-quarter.
  • 33 funds opened new Helix Energy Solutions positions in Q4 2024 and 26 closed out, a net change of +7 holders.
  • The largest Helix Energy Solutions buyer in Q4 2024 was Balyasny Asset Management, an estimated $19.4M added.
  • The largest Helix Energy Solutions seller in Q4 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2024.