Helmerich & Payne
526 hedge funds and large institutions have $6.31B invested in Helmerich & Payne in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 198 increasing their positions, 190 reducing their positions, and 111 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 190
1.07% less ownership
Funds ownership: 87.69% → 86.62% (-1.1%)
8% less funds holding
Funds holding: 572 → 526 (-46)
32% less capital invested
Capital invested by funds: $9.29B → $6.31B (-$2.98B)
35% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 111
62% less call options, than puts
Call options by funds: $54.8M | Put options by funds: $146M
75% less funds holding in top 10
Funds holding in top 10: 12 → 3 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$281M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$73.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$47.5M |
| 4 |
SIM
Stelliam Investment Management
New York
|
+$46.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$131M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$75M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$71.7M |
| 4 |
BAMCO Inc
New York
|
-$67.6M |
| 5 |
Jennison Associates
New York
|
-$48M |
HP Hedge Fund Activity: Q4 2014 in Review
526 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2014, worth a combined $6.31B — down 32% from $9.29B a quarter earlier.
Sellers outnumbered buyers: 111 funds closed out of HP and 72 opened new positions — a net loss of 39 holders — while 190 trimmed existing stakes and 198 added.
The largest buyer was American International Group, adding an estimated $281M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $131M sold.
- 526 institutional investors held Helmerich & Payne (HP) as of Q4 2014, down from 572 in Q3 2014.
- Funds reported $6.31B of Helmerich & Payne stock for Q4 2014, down 32% quarter-over-quarter.
- 72 funds opened new Helmerich & Payne positions in Q4 2014 and 111 closed out, a net change of -39 holders.
- The largest Helmerich & Payne buyer in Q4 2014 was American International Group, an estimated $281M added.
- The largest Helmerich & Payne seller in Q4 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $131M sold.
Based on aggregated 13F filings for Q4 2014.