Helmerich & Payne
504 hedge funds and large institutions have $8.1B invested in Helmerich & Payne in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 199 increasing their positions, 164 reducing their positions, and 50 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 164
3.17% more ownership
Funds ownership: 108.62% → 111.79% (+3.2%)
6% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 50
3% more capital invested
Capital invested by funds: $7.88B → $8.1B (+$221M)
1% less funds holding
Funds holding: 509 → 504 (-5)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
59% less call options, than puts
Call options by funds: $78.2M | Put options by funds: $189M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$71.8M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$56.2M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$42.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$41.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$72.4M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$61.2M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$48.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$32.5M |
| 5 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
-$22.6M |
HP Hedge Fund Activity: Q3 2016 in Review
504 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2016, worth a combined $8.1B — up 2.8% from $7.88B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new HP positions and 50 closed out — a net gain of 3 holders — while 199 added to existing stakes and 164 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $71.8M. The largest seller was Fidelity Investments, cutting an estimated $72.4M.
- 504 institutional investors held Helmerich & Payne (HP) as of Q3 2016, down from 509 in Q2 2016.
- Funds reported $8.1B of Helmerich & Payne stock for Q3 2016, up 2.8% quarter-over-quarter.
- 53 funds opened new Helmerich & Payne positions in Q3 2016 and 50 closed out, a net change of +3 holders.
- The largest Helmerich & Payne buyer in Q3 2016 was AllianceBernstein, an estimated $71.8M added.
- The largest Helmerich & Payne seller in Q3 2016 was Fidelity Investments, an estimated $72.4M sold.
Based on aggregated 13F filings for Q3 2016.