Helix Energy Solutions
183 hedge funds and large institutions have $694M invested in Helix Energy Solutions in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 66 reducing their positions, and 21 closing their positions.
289% more call options, than puts
Call options by funds: $1.96M | Put options by funds: $503K
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
22% more capital invested
Capital invested by funds: $569M → $694M (+$125M)
4% more funds holding
Funds holding: 176 → 183 (+7)
0.9% more ownership
Funds ownership: 90.35% → 91.24% (+0.9%)
23% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$9.54M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$5.21M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$5.06M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.58M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.08M |
| 2 |
Morgan Stanley
New York
|
-$6.71M |
| 3 |
SCM
SIR Capital Management
New York
|
-$4.72M |
| 4 |
AGC
Alden Global Capital
Brandon,
Florida
|
-$2.96M |
| 5 |
Barclays
London,
United Kingdom
|
-$2.78M |
HLX Hedge Fund Activity: Q1 2021 in Review
183 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q1 2021, worth a combined $694M — up 22% from $569M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new HLX positions and 21 closed out — a net gain of 8 holders — while 51 added to existing stakes and 66 trimmed.
The largest buyer was BlackRock, adding an estimated $9.54M. The largest seller was AllianceBernstein, cutting an estimated $7.08M.
- 183 institutional investors held Helix Energy Solutions (HLX) as of Q1 2021, up from 176 in Q4 2020.
- Funds reported $694M of Helix Energy Solutions stock for Q1 2021, up 22% quarter-over-quarter.
- 29 funds opened new Helix Energy Solutions positions in Q1 2021 and 21 closed out, a net change of +8 holders.
- The largest Helix Energy Solutions buyer in Q1 2021 was BlackRock, an estimated $9.54M added.
- The largest Helix Energy Solutions seller in Q1 2021 was AllianceBernstein, an estimated $7.08M sold.
Based on aggregated 13F filings for Q1 2021.