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Helix Energy Solutions
HLX

222 hedge funds and large institutions have $2.05B invested in Helix Energy Solutions in 2013 Q2 according to their latest regulatory filings, with 222 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.52M

86.55% more ownership

Funds ownership: 0% → 86.55% (+87%)

Holders
222
Holders Change
+222
Holders Change %
–
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
222
Increased
–
Reduced
–
Closed
–
Calls
$2.86M
Puts
$1.52M
Net Calls
+$1.34M
Net Calls Change
+$1.34M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$191M +$194M +8,298,487 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$134M +$135M +5,795,335 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$122M +$123M +5,281,908 New
BFA
4
BlackRock Fund Advisors
California
$103M +$105M +4,486,806 New
State Street
5
State Street
Massachusetts
$92.9M +$94.1M +4,031,217 New
Wells Fargo
6
Wells Fargo
California
$75.6M +$76.6M +3,283,318 New
BIT
7
BlackRock Institutional Trust
California
$70.6M +$71.5M +3,064,681 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$69.2M +$70.1M +3,001,822 New
Franklin Resources
9
Franklin Resources
California
$68.5M +$69.4M +2,973,000 New
Northern Trust
10
Northern Trust
Illinois
$65.4M +$66.3M +2,838,465 New
Macquarie Group
11
Macquarie Group
Australia
$56.3M +$57.1M +2,444,236 New
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$49M +$49.6M +2,124,600 New
KAM
13
Keeley Asset Management
Illinois
$47.8M +$48.4M +2,073,513 New
JP Morgan Chase
14
JP Morgan Chase
New York
$38.2M +$38.7M +1,657,444 New
CCM
15
Century Capital Management
Massachusetts
$37.5M +$38M +1,628,920 New
Ameriprise
16
Ameriprise
Minnesota
$36.8M +$37.3M +1,596,824 New
RCAMU
17
Rothschild & Co Asset Management US
Connecticut
$36.6M +$37.1M +1,587,354 New
MCM
18
Munder Capital Management
Michigan
$33.4M +$33.8M +1,449,375 New
Invesco
19
Invesco
Georgia
$33.2M +$33.7M +1,442,019 New
MAA
20
Managed Account Advisors
New Jersey
$30.1M +$30.5M +1,305,423 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$29.9M +$30.3M +1,298,049 New
Norges Bank
22
Norges Bank
Norway
$25.9M +$26.3M +1,124,842 New
TSW
23
Thompson Siegel & Walmsley
Virginia
$25.8M +$26.1M +1,118,588 New
Brown Advisory
24
Brown Advisory
Maryland
$24.6M +$24.9M +1,066,609 New
AQR Capital Management
25
AQR Capital Management
Connecticut
$24.1M +$24.4M +1,046,234 New
1
2 3 4 5

HLX Hedge Fund Activity: Q2 2013 in Review

222 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q2 2013, worth a combined $2.05B.

Buyers outnumbered sellers: 222 funds opened new HLX positions and 0 closed out — a net gain of 222 holders — while 0 added to existing stakes and 0 trimmed.

  • 222 institutional investors held Helix Energy Solutions (HLX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.05B of Helix Energy Solutions stock for Q2 2013.
  • 222 funds opened new Helix Energy Solutions positions in Q2 2013 and 0 closed out, a net change of +222 holders.

Based on aggregated 13F filings for Q2 2013.