Helmerich & Payne
550 hedge funds and large institutions have $6.46B invested in Helmerich & Payne in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 172 increasing their positions, 193 reducing their positions, and 55 closing their positions.
27% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 55
2% more funds holding
Funds holding: 538 → 550 (+12)
3.85% less ownership
Funds ownership: 96.94% → 93.09% (-3.8%)
8% less capital invested
Capital invested by funds: $7.02B → $6.46B (-$562M)
11% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 193
34% less call options, than puts
Call options by funds: $50.8M | Put options by funds: $76.8M
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$42.3M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$40.9M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$34M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$23.4M |
| 5 |
PA
Pinnacle Associates
New York
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$221M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$55.4M |
| 3 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
-$40.4M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$39.8M |
| 5 |
Millennium Management
New York
|
-$23.4M |
HP Hedge Fund Activity: Q2 2018 in Review
550 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2018, worth a combined $6.46B — down 8% from $7.02B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new HP positions and 55 closed out — a net gain of 15 holders — while 172 added to existing stakes and 193 trimmed.
The largest buyer was Invesco, adding an estimated $42.3M. The largest seller was Franklin Resources, cutting an estimated $221M.
- 550 institutional investors held Helmerich & Payne (HP) as of Q2 2018, up from 538 in Q1 2018.
- Funds reported $6.46B of Helmerich & Payne stock for Q2 2018, down 8% quarter-over-quarter.
- 70 funds opened new Helmerich & Payne positions in Q2 2018 and 55 closed out, a net change of +15 holders.
- The largest Helmerich & Payne buyer in Q2 2018 was Invesco, an estimated $42.3M added.
- The largest Helmerich & Payne seller in Q2 2018 was Franklin Resources, an estimated $221M sold.
Based on aggregated 13F filings for Q2 2018.