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Helmerich & Payne

354 hedge funds and large institutions have $3.66B invested in Helmerich & Payne in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $19.9M

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

2% more funds holding

Funds holding: 346354 (+8)

0.33% more ownership

Funds ownership: 93.79%94.13% (+0.33%)

11% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 133

14% less capital invested

Capital invested by funds: $4.25B → $3.66B (-$587M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
119
Reduced
133
Closed
34
Calls
$35.1M
Puts
$19.9M
Net Calls
+$15.2M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
251
Metropolitan Life Insurance Company (MetLife)
New York
$225K -$10.9K -260 -4%
SAM
252
SignalPoint Asset Management
Missouri
$225K +$1.43K +34 +0.6%
Creative Planning
253
Creative Planning
Kansas
$225K +$256K +6,090 New
AG
254
Algert Global
California
$221K -$205K -4,868 -45%
GIM
255
Greylin Investment Management
Virginia
$219K +$2.1K +50 +0.9%
X
256
Xponance
Pennsylvania
$216K +$10.5K +250 +4%
IA
257
IFP Advisors
Florida
$215K +$2.57K +61 +2%
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$211K -$135K -3,214 -36%
CPWA
259
Cerro Pacific Wealth Advisors
California
$207K +$236K +5,600 New
MSU
260
Mizuho Securities USA
New York
$205K +$233K +5,536 New
DA
261
DCM Advisors
New York
$203K
CG
262
Cutler Group
California
$159K -$473K -11,240 -72%
UB
263
UMB Bank
Missouri
$156K -$442K -10,500 -71%
QCG
264
Quadrant Capital Group
Ohio
$129K +$53.8K +1,279 +58%
SG Americas Securities
265
SG Americas Securities
New York
$120K -$914K -21,719 -87%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$110K -$1.09K -26 -0.9%
MAM
267
Meeder Asset Management
Ohio
$100K +$6.06K +144 +6%
EI
268
Ellevest Inc
New York
$78K -$160K -3,796 -64%
HFM
269
Harvest Fund Management
China
$78K +$20.2K +480 +30%
UFF
270
USA Financial Formulas
Michigan
$78K +$88.3K +2,098 New
PI
271
PEAK6 Investments
Illinois
$77K -$325K -7,714 -79%
CT
272
Cambridge Trust
Massachusetts
$73K
Macquarie Group
273
Macquarie Group
Australia
$72K -$51.3K -1,219 -63%
WFA
274
Wipfli Financial Advisors
Wisconsin
$72K +$82.2K +1,954 New
SWA
275
Sutton Wealth Advisors
Florida
$71.6K

HP Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2022, worth a combined $3.66B — down 14% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HP positions and 34 closed out — a net gain of 10 holders — while 119 added to existing stakes and 133 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $78M. The largest seller was Sourcerock Group, cutting an estimated $34.3M.

  • 354 institutional investors held Helmerich & Payne (HP) as of Q3 2022, up from 346 in Q2 2022.
  • Funds reported $3.66B of Helmerich & Payne stock for Q3 2022, down 14% quarter-over-quarter.
  • 44 funds opened new Helmerich & Payne positions in Q3 2022 and 34 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q3 2022 was Janus Henderson Group, an estimated $78M added.
  • The largest Helmerich & Payne seller in Q3 2022 was Sourcerock Group, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2022.