Helmerich & Payne
368 hedge funds and large institutions have $1.55B invested in Helmerich & Payne in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 118 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 124
0.88% more ownership
Funds ownership: 90.59% → 91.47% (+0.88%)
7% less call options, than puts
Call options by funds: $11.3M | Put options by funds: $12.1M
17% less funds holding
Funds holding: 444 → 368 (-76)
58% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 118
65% less capital invested
Capital invested by funds: $4.45B → $1.55B (-$2.9B)
88% less funds holding in top 10
Funds holding in top 10: 8 → 1 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$433M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$73.3M |
| 3 |
Citigroup
New York
|
+$63.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$24.9M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$139M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$102M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$56.7M |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$49.2M |
| 5 |
Millennium Management
New York
|
-$46.7M |
HP Hedge Fund Activity: Q1 2020 in Review
368 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2020, worth a combined $1.55B — down 65% from $4.45B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of HP and 50 opened new positions — a net loss of 68 holders — while 124 trimmed existing stakes and 145 added.
The largest buyer was State Street, adding an estimated $433M. The largest seller was Capital World Investors, cutting an estimated $139M.
- 368 institutional investors held Helmerich & Payne (HP) as of Q1 2020, down from 444 in Q4 2019.
- Funds reported $1.55B of Helmerich & Payne stock for Q1 2020, down 65% quarter-over-quarter.
- 50 funds opened new Helmerich & Payne positions in Q1 2020 and 118 closed out, a net change of -68 holders.
- The largest Helmerich & Payne buyer in Q1 2020 was State Street, an estimated $433M added.
- The largest Helmerich & Payne seller in Q1 2020 was Capital World Investors, an estimated $139M sold.
Based on aggregated 13F filings for Q1 2020.