Helix Energy Solutions
176 hedge funds and large institutions have $569M invested in Helix Energy Solutions in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 24 closing their positions.
199% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $441K
85% more capital invested
Capital invested by funds: $307M → $569M (+$262M)
19% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 54
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
4.4% more ownership
Funds ownership: 85.95% → 90.35% (+4.4%)
2% more funds holding
Funds holding: 173 → 176 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.87M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.37M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.15M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.15M |
| 5 |
Bank of New York Mellon
New York
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.33M |
| 2 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$2.77M |
| 3 |
GAI
General American Investors
New York
|
-$2.67M |
| 4 |
SCM
SIR Capital Management
New York
|
-$2.13M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.08M |
HLX Hedge Fund Activity: Q4 2020 in Review
176 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2020, worth a combined $569M — up 85% from $307M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new HLX positions and 24 closed out — a net gain of 3 holders — while 64 added to existing stakes and 54 trimmed.
The largest buyer was BlackRock, adding an estimated $7.87M. The largest seller was Citadel Advisors, cutting an estimated $3.33M.
- 176 institutional investors held Helix Energy Solutions (HLX) as of Q4 2020, up from 173 in Q3 2020.
- Funds reported $569M of Helix Energy Solutions stock for Q4 2020, up 85% quarter-over-quarter.
- 27 funds opened new Helix Energy Solutions positions in Q4 2020 and 24 closed out, a net change of +3 holders.
- The largest Helix Energy Solutions buyer in Q4 2020 was BlackRock, an estimated $7.87M added.
- The largest Helix Energy Solutions seller in Q4 2020 was Citadel Advisors, an estimated $3.33M sold.
Based on aggregated 13F filings for Q4 2020.