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Helmerich & Payne

349 hedge funds and large institutions have $1.84B invested in Helmerich & Payne in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $1.55B → $1.84B (+$284M)

2% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 123

3.29% less ownership

Funds ownership: 91.47%88.18% (-3.3%)

5% less funds holding

Funds holding: 367349 (-18)

20% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 80

75% less call options, than puts

Call options by funds: $10M | Put options by funds: $40.3M

Holders
349
Holders Change
-18
Holders Change %
-4.9%
% of All Funds
7.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
64
Increased
125
Reduced
123
Closed
80
Calls
$10M
Puts
$40.3M
Net Calls
-$30.3M
Net Calls Change
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
276
Bartlett & Co Wealth Management
Ohio
$29.3K -$31.2K -1,600 -52%
BC
277
Bartlett & Co
Ohio
$29K -$31.2K -1,600 -52%
SO
278
STRS Ohio
Ohio
$28K
TAIM
279
TD Ameritrade Investment Management
Nebraska
$26K -$5.44K -279 -17%
CFB
280
Cullen/Frost Bankers
Texas
$25K +$15.3K +787 +157%
CWP
281
CFM Wealth Partners
Texas
$24K
LFG
282
LifePlan Financial Group
Ohio
$22K
VC
283
Veracity Capital
Georgia
$22K +$369K +18,909 New
PAG
284
Private Advisor Group
New Jersey
$20K +$20.5K +1,050 New
DI
285
Disciplined Investments
Oklahoma
$19K
FCA
286
FinTrust Capital Advisors
South Carolina
$19K +$9.83K +504 +102%
SCM
287
Silvant Capital Management
Georgia
$18K
AIM
288
Anchor Investment Management
South Carolina
$17.9K
APA
289
American Portfolios Advisors
New York
$16.7K -$18.4K -943 -52%
TWA
290
TCI Wealth Advisors
Arizona
$16K +$4.89K +251 +45%
LC
291
Lindbrook Capital
California
$16K +$15.7K +805 New
TRCT
292
Tower Research Capital (TRC)
New York
$15K +$11.5K +591 +441%
FHA
293
Flagship Harbor Advisors
Massachusetts
$14K -$121K -6,217 -89%
CPA
294
Cowen Prime Advisors
New York
$13K -$9.75K -500 -63%
Parallax Volatility Advisers
295
Parallax Volatility Advisers
California
$12K +$11.6K +594 New
LFG
296
Larson Financial Group
Missouri
$12K +$12.4K +635 New
ATC
297
Adirondack Trust Company
New York
$11K -$4.19K -215 -26%
ARMC
298
American Research & Management Company
Massachusetts
$11K -$3.9K -200 -27%
QCG
299
Quadrant Capital Group
Ohio
$11K -$331 -17 -3%
CCA
300
Column Capital Advisors
Indiana
$11K +$1.01K +52 +9%

HP Hedge Fund Activity: Q2 2020 in Review

349 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2020, worth a combined $1.84B — up 18% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of HP and 64 opened new positions — a net loss of 16 holders — while 123 trimmed existing stakes and 125 added.

The largest buyer was BlackRock, adding an estimated $119M. The largest seller was State Street, cutting an estimated $285M.

  • 349 institutional investors held Helmerich & Payne (HP) as of Q2 2020, down from 367 in Q1 2020.
  • Funds reported $1.84B of Helmerich & Payne stock for Q2 2020, up 18% quarter-over-quarter.
  • 64 funds opened new Helmerich & Payne positions in Q2 2020 and 80 closed out, a net change of -16 holders.
  • The largest Helmerich & Payne buyer in Q2 2020 was BlackRock, an estimated $119M added.
  • The largest Helmerich & Payne seller in Q2 2020 was State Street, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2020.