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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
AA
251
AlphaMark Advisors
Kentucky
$290K -$14.5K -376 -4%
M&T Bank
252
M&T Bank
New York
$285K -$8.46K -220 -3%
FDS
253
First Dallas Securities
Texas
$282K -$48K -1,248 -14%
PFG
254
PAX Financial Group
Texas
$282K -$11.5K -300 -4%
KA
255
Keene & Associates
Texas
$280K +$30.2K +785 +11%
AIM
256
Aigen Investment Management
New York
$280K -$74.2K -1,930 -20%
AAS
257
Avantax Advisory Services
Texas
$269K +$286K +7,449 New
CGH
258
Crossmark Global Holdings
Texas
$267K -$5.84K -152 -2%
ABLA
259
Alan B. Lancz & Associates
Ohio
$260K +$277K +7,200 New
PCMC
260
Paragon Capital Management (Colorado)
Colorado
$260K +$66.3K +1,724 +32%
PAS
261
Park Avenue Securities
New York
$259K -$102K -2,644 -27%
Osaic Holdings
262
Osaic Holdings
Arizona
$253K -$10.9K -283 -4%
VI
263
Vestcor Inc
New Brunswick, Canada
$249K
GJWM
264
Gilliland Jeter Wealth Management
Arkansas
$246K
TC
265
TownSquare Capital
Utah
$243K +$3.92K +102 +2%
Walleye Trading
266
Walleye Trading
New York
$242K -$477K -12,401 -65%
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$240K -$85.5K -2,224 -25%
Lido Advisors
268
Lido Advisors
California
$238K -$13.3K -345 -5%
BFG
269
Bleakley Financial Group
New Jersey
$236K +$251K +6,517 New
SW
270
Simplicity Wealth
New Jersey
$236K +$251K +6,517 New
SFA
271
Sequoia Financial Advisors
Ohio
$235K +$4.46K +116 +2%
MCM
272
Monument Capital Management
Virginia
$232K +$247K +6,428 New
FFA
273
Farther Finance Advisors
California
$230K -$45K -1,170 -15%
SAM
274
SignalPoint Asset Management
Missouri
$230K +$1.65K +43 +0.7%
GCM
275
Gibraltar Capital Management
Oklahoma
$229K

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.