Helmerich & Payne
402 hedge funds and large institutions have $4.36B invested in Helmerich & Payne in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 48 closing their positions.
59% more call options, than puts
Call options by funds: $21.3M | Put options by funds: $13.4M
31% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 48
13% more capital invested
Capital invested by funds: $3.86B → $4.36B (+$493M)
3% more funds holding
Funds holding: 392 → 402 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.46% less ownership
Funds ownership: 107.31% → 104.85% (-2.5%)
15% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$29.5M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$20.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$19.7M |
| 4 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$18.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$70.3M |
| 2 |
BlackRock
New York
|
-$38.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.2M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$13.5M |
| 5 |
Renaissance Technologies
New York
|
-$12.2M |
HP Hedge Fund Activity: Q1 2024 in Review
402 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2024, worth a combined $4.36B — up 13% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new HP positions and 48 closed out — a net gain of 15 holders — while 133 added to existing stakes and 156 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $70.3M.
- 402 institutional investors held Helmerich & Payne (HP) as of Q1 2024, up from 392 in Q4 2023.
- Funds reported $4.36B of Helmerich & Payne stock for Q1 2024, up 13% quarter-over-quarter.
- 63 funds opened new Helmerich & Payne positions in Q1 2024 and 48 closed out, a net change of +15 holders.
- The largest Helmerich & Payne buyer in Q1 2024 was Pacer Advisors, an estimated $29.5M added.
- The largest Helmerich & Payne seller in Q1 2024 was Morgan Stanley, an estimated $70.3M sold.
Based on aggregated 13F filings for Q1 2024.