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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
251
Crestline Management
Texas
$282K +$320K +9,272 New
Osaic Holdings
252
Osaic Holdings
Arizona
$278K +$73K +2,114 +30%
AA
253
AlphaMark Advisors
Kentucky
$276K +$36.4K +1,055 +13%
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$275K -$6.25K -181 -2%
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$269K +$2.59K +75 +0.9%
MSAM
256
Moloney Securities Asset Management
Missouri
$268K +$304K +8,800 New
HC
257
Hara Capital
Washington
$262K -$452K -13,080 -60%
CWM
258
Cadence Wealth Management
Massachusetts
$256K +$1.04K +30 +0.4%
CIAS
259
Capital Investment Advisory Services
North Carolina
$255K -$2.63K -76 -0.9%
DG
260
DMC Group
Alabama
$254K +$898 +26 +0.3%
PJWM
261
Philip James Wealth Mangement
Georgia
$251K +$285K +8,253 New
SAM
262
Shell Asset Management
Netherlands
$246K +$279K +8,088 New
MF
263
Magnetar Financial
Illinois
$241K +$274K +7,921 New
State of Wisconsin Investment Board
264
State of Wisconsin Investment Board
Wisconsin
$237K -$375K -10,848 -58%
Wolverine Trading
265
Wolverine Trading
Illinois
$236K +$271K +7,852 New
KA
266
Keene & Associates
Texas
$235K -$1.21K -35 -0.5%
MAA
267
Mraz Amerine & Associates
California
$231K -$105K -3,049 -29%
PFG
268
PAX Financial Group
Texas
$228K -$10K -290 -4%
PCMC
269
Paragon Capital Management (Colorado)
Colorado
$220K +$1.9K +55 +0.8%
ABLA
270
Alan B. Lancz & Associates
Ohio
$219K
AAS
271
Avantax Advisory Services
Texas
$213K -$15.1K -437 -6%
CGH
272
Crossmark Global Holdings
Texas
$213K -$13.4K -389 -5%
FDS
273
First Dallas Securities
Texas
$212K -$29.3K -847 -11%
VI
274
Vestcor Inc
New Brunswick, Canada
$210K
Envestnet Portfolio Solutions
275
Envestnet Portfolio Solutions
Illinois
$208K +$7.12K +206 +3%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.