Helmerich & Payne
576 hedge funds and large institutions have $10.9B invested in Helmerich & Payne in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 192 increasing their positions, 230 reducing their positions, and 44 closing their positions.
100% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 44
94% more funds holding in top 10
Funds holding in top 10: 16 → 31 (+15)
28% more capital invested
Capital invested by funds: $8.5B → $10.9B (+$2.35B)
7% more funds holding
Funds holding: 540 → 576 (+36)
0.8% less ownership
Funds ownership: 94.34% → 93.53% (-0.8%)
16% less call options, than puts
Call options by funds: $62.3M | Put options by funds: $74.2M
17% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 230
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$133M |
| 2 |
Bank of New York Mellon
New York
|
+$79.8M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$64M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.4M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$39.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sandler Capital Management
New York
|
-$63M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$61.3M |
| 3 |
RA
Royce & Associates
New York
|
-$53.5M |
| 4 |
Goldman Sachs
New York
|
-$50.6M |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$44.4M |
HP Hedge Fund Activity: Q1 2014 in Review
576 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2014, worth a combined $10.9B — up 28% from $8.5B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new HP positions and 44 closed out — a net gain of 44 holders — while 192 added to existing stakes and 230 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $133M. The largest seller was Sandler Capital Management, cutting an estimated $63M.
- 576 institutional investors held Helmerich & Payne (HP) as of Q1 2014, up from 540 in Q4 2013.
- Funds reported $10.9B of Helmerich & Payne stock for Q1 2014, up 28% quarter-over-quarter.
- 88 funds opened new Helmerich & Payne positions in Q1 2014 and 44 closed out, a net change of +44 holders.
- The largest Helmerich & Payne buyer in Q1 2014 was Lord, Abbett & Co, an estimated $133M added.
- The largest Helmerich & Payne seller in Q1 2014 was Sandler Capital Management, an estimated $63M sold.
Based on aggregated 13F filings for Q1 2014.