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Helmerich & Payne

383 hedge funds and large institutions have $3.83B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $10.7M

2.59% more ownership

Funds ownership: 104.85%107.44% (+2.6%)

5% less funds holding

Funds holding: 402383 (-19)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

12% less capital invested

Capital invested by funds: $4.36B → $3.83B (-$524M)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
383
Holders Change
-19
Holders Change %
-4.73%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
132
Reduced
149
Closed
52
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
COI
226
Connable Office Inc
Michigan
$402K +$65.5K +1,703 +18%
NA
227
Navellier & Associates
Nevada
$400K -$4.54K -118 -1%
KAS
228
Kestra Advisory Services
Texas
$400K -$87.5K -2,275 -17%
TRCT
229
Tower Research Capital (TRC)
New York
$389K +$384K +9,978 +1,254%
HCM
230
Hodges Capital Management
Texas
$389K -$625K -16,255 -60%
MAA
231
Mraz Amerine & Associates
California
$385K -$366K -9,529 -47%
Verition Fund Management
232
Verition Fund Management
Connecticut
$384K +$42.5K +1,106 +12%
IIC
233
Integrated Investment Consultants
Michigan
$375K
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$365K -$16.3K -425 -4%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$364K +$59.9K +1,558 +18%
AG
236
Algert Global
California
$359K +$382K +9,947 New
EIP
237
Ellis Investment Partners
Pennsylvania
$351K +$91.4K +2,376 +32%
AIP
238
Ameritas Investment Partners
Nebraska
$351K
CC
239
Corton Capital
Ontario, Canada
$345K +$367K +9,551 New
FB
240
Fulton Bank
Pennsylvania
$337K -$6.92K -180 -2%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$333K +$70.3K +1,828 +25%
MM
242
MQS Management
New York
$330K +$351K +9,140 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$317K -$14.9K -388 -4%
AA
244
ALPS Advisors
Colorado
$314K -$1.88K -49 -0.6%
CT
245
ClearAlpha Technologies
Connecticut
$312K -$103K -2,667 -24%
CIAS
246
Capital Investment Advisory Services
North Carolina
$306K -$33.2K -863 -9%
CWM
247
Cadence Wealth Management
Massachusetts
$303K +$322K +8,384 New
DG
248
DMC Group
Alabama
$301K
Cerity Partners
249
Cerity Partners
New York
$301K -$185K -4,801 -37%
Millennium Management
250
Millennium Management
New York
$291K -$2.18M -56,573 -88%

HP Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2024, worth a combined $3.83B — down 12% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of HP and 38 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 132 added.

The largest buyer was American Century Companies, adding an estimated $19.8M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 383 institutional investors held Helmerich & Payne (HP) as of Q2 2024, down from 402 in Q1 2024.
  • Funds reported $3.83B of Helmerich & Payne stock for Q2 2024, down 12% quarter-over-quarter.
  • 38 funds opened new Helmerich & Payne positions in Q2 2024 and 52 closed out, a net change of -14 holders.
  • The largest Helmerich & Payne buyer in Q2 2024 was American Century Companies, an estimated $19.8M added.
  • The largest Helmerich & Payne seller in Q2 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.