Helix Energy Solutions
187 hedge funds and large institutions have $240M invested in Helix Energy Solutions in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 82 reducing their positions, and 54 closing their positions.
359% more call options, than puts
Call options by funds: $78K | Put options by funds: $17K
2.9% more ownership
Funds ownership: 94.81% → 97.72% (+2.9%)
16% less funds holding
Funds holding: 223 → 187 (-36)
30% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 82
63% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 54
82% less capital invested
Capital invested by funds: $1.36B → $240M (-$1.12B)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$77.5M |
| 2 |
Bank of New York Mellon
New York
|
+$9.51M |
| 3 |
VanEck Associates
New York
|
+$8.28M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.83M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$18M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$11.2M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$5.49M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.19M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$4.42M |
HLX Hedge Fund Activity: Q1 2020 in Review
187 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q1 2020, worth a combined $240M — down 82% from $1.36B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of HLX and 20 opened new positions — a net loss of 34 holders — while 82 trimmed existing stakes and 57 added.
The largest buyer was Victory Capital Management, adding an estimated $77.5M. The largest seller was Rothschild & Co Asset Management US, cutting an estimated $18M.
- 187 institutional investors held Helix Energy Solutions (HLX) as of Q1 2020, down from 223 in Q4 2019.
- Funds reported $240M of Helix Energy Solutions stock for Q1 2020, down 82% quarter-over-quarter.
- 20 funds opened new Helix Energy Solutions positions in Q1 2020 and 54 closed out, a net change of -34 holders.
- The largest Helix Energy Solutions buyer in Q1 2020 was Victory Capital Management, an estimated $77.5M added.
- The largest Helix Energy Solutions seller in Q1 2020 was Rothschild & Co Asset Management US, an estimated $18M sold.
Based on aggregated 13F filings for Q1 2020.