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Helmerich & Payne

558 hedge funds and large institutions have $8.61B invested in Helmerich & Payne in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 176 increasing their positions, 208 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more funds holding

Funds holding: 504558 (+54)

6% more capital invested

Capital invested by funds: $8.1B → $8.61B (+$510M)

8.95% less ownership

Funds ownership: 111.79%102.84% (-8.9%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 208

71% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $233M

Holders
558
Holders Change
+54
Holders Change %
+10.71%
% of All Funds
13.95%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
103
Increased
176
Reduced
208
Closed
41
Calls
$66.5M
Puts
$233M
Net Calls
-$167M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
276
Sumitomo Life Insurance
Japan
$1.18M +$639K +8,999 +145%
HW
277
Hancock Whitney
Mississippi
$1.16M +$21.1K +297 +2%
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$1.16M +$107K +1,500 +11%
MSA
279
Mason Street Advisors
Wisconsin
$1.15M +$12.7K +179 +1%
RCM
280
Riverhead Capital Management
Delaware
$1.12M -$1M -14,109 -49%
GCM
281
Gibraltar Capital Management
Oklahoma
$1.12M -$233K -3,278 -18%
MC
282
Miles Capital
Iowa
$1.12M +$44.8K +631 +5%
TAF
283
Tredje AP-fonden
Sweden
$1.12M +$630K +8,863 +159%
MJP
284
Michael J. Puzo
$1.11M -$577K -8,125 -36%
Nomura Asset Management
285
Nomura Asset Management
Japan
$1.1M +$39.1K +550 +4%
WBC
286
Westpac Banking Corp
Australia
$1.1M -$146K -2,054 -13%
FMT
287
First Mercantile Trust
Tennessee
$1.08M -$409K -5,760 -29%
JMPWA
288
JP Morgan Private Wealth Advisors
California
$1.07M +$34.3K +483 +4%
NIT
289
NumerixS Investment Technologies
British Columbia, Canada
$1.07M -$293K -4,125 -23%
SI
290
Stephens Inc
Arkansas
$1.05M +$43.8K +616 +5%
TCMG
291
TSP Capital Management Group
New Jersey
$1.04M
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$1.02M +$941K +13,244 New
CIS
293
Capital International Sarl
California
$1.02M +$206K +2,900 +28%
DCM
294
Driehaus Capital Management
Illinois
$1.02M +$935K +13,169 New
SWK
295
Stephen W. Kidder
$1.02M -$287K -4,034 -23%
GLA
296
Great Lakes Advisors
Illinois
$1.01M +$38.5K +542 +4%
TRSOTSOK
297
Teachers Retirement System of the State of Kentucky
Kentucky
$1.01M -$142K -2,000 -13%
NA
298
Neuburgh Advisers
California
$1.01M +$931K +13,104 New
EI
299
Elkhorn Investments
Illinois
$1.01M +$926K +13,044 New
NEI
300
Northwest & Ethical Investments
Ontario, Canada
$1.01M +$927K +13,046 New

HP Hedge Fund Activity: Q4 2016 in Review

558 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2016, worth a combined $8.61B — up 6.3% from $8.1B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new HP positions and 41 closed out — a net gain of 62 holders — while 176 added to existing stakes and 208 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $60.4M. The largest seller was American International Group, cutting an estimated $483M.

  • 558 institutional investors held Helmerich & Payne (HP) as of Q4 2016, up from 504 in Q3 2016.
  • Funds reported $8.61B of Helmerich & Payne stock for Q4 2016, up 6.3% quarter-over-quarter.
  • 103 funds opened new Helmerich & Payne positions in Q4 2016 and 41 closed out, a net change of +62 holders.
  • The largest Helmerich & Payne buyer in Q4 2016 was Ninety One (UK), an estimated $60.4M added.
  • The largest Helmerich & Payne seller in Q4 2016 was American International Group, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2016.