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Helmerich & Payne

558 hedge funds and large institutions have $8.61B invested in Helmerich & Payne in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 176 increasing their positions, 208 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more funds holding

Funds holding: 504558 (+54)

6% more capital invested

Capital invested by funds: $8.1B → $8.61B (+$510M)

8.95% less ownership

Funds ownership: 111.79%102.84% (-8.9%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 208

71% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $233M

Holders
558
Holders Change
+54
Holders Change %
+10.71%
% of All Funds
13.95%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
103
Increased
176
Reduced
208
Closed
41
Calls
$66.5M
Puts
$233M
Net Calls
-$167M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
226
Monroe Bank & Trust
Michigan
$1.94M -$141K -1,989 -7%
EIM
227
ExxonMobil Investment Management
Texas
$1.94M -$181K -2,554 -9%
ARTA
228
A.R.T. Advisors
New York
$1.93M +$1.77M +24,900 New
AHC
229
Anderson Hoagland & Co
Missouri
$1.92M +$1.41M +19,899 +405%
SG Americas Securities
230
SG Americas Securities
New York
$1.91M +$954K +13,426 +119%
AIA
231
Allegis Investment Advisors
Idaho
$1.9M +$308K +4,342 +21%
KFS
232
Kurt F. Somerville
$1.9M -$1.54M -21,670 -47%
BNP Paribas Financial Markets
233
BNP Paribas Financial Markets
France
$1.9M -$1.03M -14,563 -37%
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$1.86M -$272K -3,829 -14%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.83M -$7.1K -100 -0.4%
FDS
236
First Dallas Securities
Texas
$1.8M -$498K -7,005 -23%
SAM
237
Symphony Asset Management
California
$1.8M -$41.2K -580 -2%
SCA
238
Secor Capital Advisors
New York
$1.78M +$1.63M +22,964 New
EP
239
Elkfork Partners
Oregon
$1.77M +$1.63M +22,932 New
FNT
240
First National Trust
Pennsylvania
$1.77M -$656K -9,238 -29%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$1.75M -$119K -1,670 -7%
PWS
242
Peloton Wealth Strategists
Indiana
$1.74M +$35.5K +500 +2%
PHS
243
Pekin Hardy Strauss
Illinois
$1.71M -$279K -3,925 -15%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$1.68M -$91.8K -1,293 -6%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$1.65M -$355K -4,999 -19%
Wolverine Trading
246
Wolverine Trading
Illinois
$1.6M +$1.23M +17,295 +510%
GA
247
Gateway Advisory
New Jersey
$1.6M +$1.47M +20,668 New
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
$1.54M -$31.5K -444 -2%
MAA
249
Mraz Amerine & Associates
California
$1.51M
LWM
250
Lyell Wealth Management
California
$1.5M +$1.38M +19,398 New

HP Hedge Fund Activity: Q4 2016 in Review

558 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2016, worth a combined $8.61B — up 6.3% from $8.1B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new HP positions and 41 closed out — a net gain of 62 holders — while 176 added to existing stakes and 208 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $60.4M. The largest seller was American International Group, cutting an estimated $483M.

  • 558 institutional investors held Helmerich & Payne (HP) as of Q4 2016, up from 504 in Q3 2016.
  • Funds reported $8.61B of Helmerich & Payne stock for Q4 2016, up 6.3% quarter-over-quarter.
  • 103 funds opened new Helmerich & Payne positions in Q4 2016 and 41 closed out, a net change of +62 holders.
  • The largest Helmerich & Payne buyer in Q4 2016 was Ninety One (UK), an estimated $60.4M added.
  • The largest Helmerich & Payne seller in Q4 2016 was American International Group, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2016.