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Helix Energy Solutions

241 hedge funds and large institutions have $1.31B invested in Helix Energy Solutions in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3.56% more ownership

Funds ownership: 88.72%92.28% (+3.6%)

1% more funds holding

Funds holding: 238241 (+3)

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

12% less capital invested

Capital invested by funds: $1.49B → $1.31B (-$185M)

68% less call options, than puts

Call options by funds: $372K | Put options by funds: $1.15M

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
84
Reduced
88
Closed
26
Calls
$372K
Puts
$1.15M
Net Calls
-$778K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M +$2.74M +272,630 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M +$3.46M +343,673 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$100M -$1.49M -147,941 -1%
State Street
4
State Street
Massachusetts
$64.3M +$2.31M +229,618 +3%
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$61M +$9.29M +923,477 +16%
American Century Companies
6
American Century Companies
Missouri
$44.1M +$4.41M +437,814 +10%
ECA
7
Encompass Capital Advisors
New York
$38.2M +$16.5M +1,634,764 +66%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$30.6M +$3.99M +396,666 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.3M -$354K -35,139 -1%
SFM
10
Systematic Financial Management
New Jersey
$27.1M +$4.28M +425,071 +17%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$23M +$19.4M +1,928,691 +357%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$23M -$5.35M -531,267 -18%
Principal Financial Group
13
Principal Financial Group
Iowa
$22.8M +$3.81M +378,394 +18%
VanEck Associates
14
VanEck Associates
New York
$21.7M +$1.71M +169,543 +8%
Charles Schwab
15
Charles Schwab
California
$20.4M +$797K +79,197 +4%
Morgan Stanley
16
Morgan Stanley
New York
$19.8M -$19.1M -1,900,153 -47%
Mirae Asset Global ETFs Holdings
17
Mirae Asset Global ETFs Holdings
Hong Kong
$17.7M -$192K -19,122 -1%
GCCM
18
Gate City Capital Management
Illinois
$17.6M +$19M +1,892,575 New
Public Employees Retirement Association of Colorado
19
Public Employees Retirement Association of Colorado
Colorado
$17.5M
Fisher Asset Management
20
Fisher Asset Management
Washington
$17M -$1.15M -114,196 -6%
Northern Trust
21
Northern Trust
Illinois
$16.9M +$3.58M +355,852 +24%
SCM
22
SIR Capital Management
New York
$15.9M +$6.41M +636,818 +60%
Millennium Management
23
Millennium Management
New York
$15.8M +$3.28M +326,005 +24%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$14M +$4.35M +432,172 +41%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$13.7M -$5.85M -581,061 -28%

HLX Hedge Fund Activity: Q4 2024 in Review

241 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2024, worth a combined $1.31B — down 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLX positions and 26 closed out — a net gain of 7 holders — while 84 added to existing stakes and 88 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.4M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 241 institutional investors held Helix Energy Solutions (HLX) as of Q4 2024, up from 238 in Q3 2024.
  • Funds reported $1.31B of Helix Energy Solutions stock for Q4 2024, down 12% quarter-over-quarter.
  • 33 funds opened new Helix Energy Solutions positions in Q4 2024 and 26 closed out, a net change of +7 holders.
  • The largest Helix Energy Solutions buyer in Q4 2024 was Balyasny Asset Management, an estimated $19.4M added.
  • The largest Helix Energy Solutions seller in Q4 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2024.