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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
JFGIW
301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1M -$10.3K -145 -1%
SAM
302
SignalPoint Asset Management
Missouri
$983K +$7.88K +111 +0.9%
PA
303
Profund Advisors
Maryland
$971K +$203K +2,860 +30%
NMIMC
304
Northwestern Mutual Investment Management Company
Wisconsin
$961K +$123K +1,730 +16%
AAF
305
Andra AP-fonden
Sweden
$960K -$1.1M -15,500 -56%
Baird Financial Group
306
Baird Financial Group
Wisconsin
$957K -$1.51M -21,235 -63%
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$952K -$85.1K -1,198 -9%
FMBTD
308
First Midwest Bank Trust Division
Illinois
$933K +$86.6K +1,219 +11%
CIC
309
Crawford Investment Counsel
Georgia
$927K -$2.16M -30,459 -72%
MOACM
310
Mutual of America Capital Management
New York
$907K +$37.6K +529 +5%
Tudor Investment Corp
311
Tudor Investment Corp
Connecticut
$895K +$821K +11,563 New
NMERB
312
New Mexico Educational Retirement Board
New Mexico
$891K +$42.6K +600 +5%
Capital Fund Management (CFM)
313
Capital Fund Management (CFM)
France
$891K +$499K +7,022 +156%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$875K -$1.63K -23 -0.2%
CBOA
315
Commonwealth Bank of Australia
Australia
$856K -$14.2K -200 -2%
AG
316
Advisor Group
Arizona
$832K -$1.24M -17,445 -62%
PSUF
317
People's United Financial
Connecticut
$832K +$72.9K +1,027 +11%
SAM
318
Securian Asset Management
Minnesota
$827K +$10.5K +148 +1%
Creative Planning
319
Creative Planning
Kansas
$809K -$29.3K -412 -4%
MAM
320
Meeder Asset Management
Ohio
$809K
PFS
321
Physicians Financial Services
North Carolina
$806K -$3.55K -50 -0.4%
RIM
322
Rampart Investment Management
Connecticut
$805K -$2.49K -35 -0.3%
WAM
323
World Asset Management
Michigan
$803K -$54.3K -764 -7%
ARMC
324
American Research & Management Company
Massachusetts
$798K
SCM
325
Shelton Capital Management
Colorado
$790K +$121K +1,700 +20%

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.