Helix Energy Solutions
222 hedge funds and large institutions have $779M invested in Helix Energy Solutions in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 30 closing their positions.
47% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 30
35% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 63
7% more funds holding
Funds holding: 208 → 222 (+14)
2.92% more ownership
Funds ownership: 93.97% → 96.89% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
43% less capital invested
Capital invested by funds: $1.37B → $779M (-$596M)
72% less call options, than puts
Call options by funds: $347K | Put options by funds: $1.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$23.9M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$16.8M |
| 3 |
KL
KGH Ltd
Nassau,
Bahamas
|
+$15.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.4M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$10.8M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$9.31M |
| 3 |
TA
Teachers Advisors
New York
|
-$8.24M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$5.57M |
| 5 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$4.55M |
HLX Hedge Fund Activity: Q4 2018 in Review
222 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2018, worth a combined $779M — down 43% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HLX positions and 30 closed out — a net gain of 14 holders — while 85 added to existing stakes and 63 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $23.9M. The largest seller was Invesco, cutting an estimated $10.8M.
- 222 institutional investors held Helix Energy Solutions (HLX) as of Q4 2018, up from 208 in Q3 2018.
- Funds reported $779M of Helix Energy Solutions stock for Q4 2018, down 43% quarter-over-quarter.
- 44 funds opened new Helix Energy Solutions positions in Q4 2018 and 30 closed out, a net change of +14 holders.
- The largest Helix Energy Solutions buyer in Q4 2018 was Victory Capital Management, an estimated $23.9M added.
- The largest Helix Energy Solutions seller in Q4 2018 was Invesco, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2018.