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Helmerich & Payne
HP

323 hedge funds and large institutions have $2.27B invested in Helmerich & Payne in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 76 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $1.41B → $2.27B (+$856M)

32% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 44

3% more funds holding

Funds holding: 313 → 323 (+10)

1.26% more ownership

Funds ownership: 89.59% → 90.85% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

46% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 140

71% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $56.8M

Holders
323
Holders Change
+10
Holders Change %
+3.19%
% of All Funds
5.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
58
Increased
76
Reduced
140
Closed
44
Calls
$16.5M
Puts
$56.8M
Net Calls
-$40.3M
Net Calls Change
-$16.2M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$134M
2
Bank of America
Bank of America
North Carolina
+$19.7M
3
BlackRock
BlackRock
New York
+$10.8M
4
BIP
Brandes Investment Partners
California
+$5.28M
5
IAM
Impala Asset Management
Florida
+$4.79M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16.2M
2
Two Sigma Investments
Two Sigma Investments
New York
-$15.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$14.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.67M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
301
Oakworth Capital
Alabama
$2K – – –
PWMG
302
Prestige Wealth Management Group
New Jersey
$2K +$1.69K +87 New
AF
303
Allworth Financial
California
$1K – – –
EARNEST Partners
304
EARNEST Partners
Georgia
$1K – – –
VNA
305
Valley National Advisers
Pennsylvania
$1K – – –
BWM
306
BerganKDV Wealth Management
Minnesota
$1K +$329 +17 +55%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$1K +$407 +21 +57%
JWM
308
Janiczek Wealth Management
Colorado
$1K +$678 +35 New
PFO
309
Pathstone Family Office
New Jersey
$1K +$775 +40 New
HR
310
Howe & Rusling
New York
$1K +$1.14K +59 New
TPCW
311
TD Private Client Wealth
New York
$996 -$4.11K -212 -83%
AIG
312
American International Group
New York
$261 -$252 -13 -0.1%
ACM
313
Arosa Capital Management
Florida
– -$8.35M -569,739 Closed
KHCM
314
Kettle Hill Capital Management
New York
– -$5.74M -391,609 Closed
BFM
315
Boothbay Fund Management
New York
– -$5.61M -382,868 Closed
AAMU
316
Amundi Asset Management US
Massachusetts
– -$3.26M -222,719 Closed
VI
317
Vestcor Inc
New Brunswick, Canada
– -$2.86M -195,000 Closed
PP
318
Paloma Partners
Connecticut
– -$2.39M -162,844 Closed
Bank of Nova Scotia
319
Bank of Nova Scotia
Ontario, Canada
– -$1.78M -121,549 Closed
GF
320
Goodman Financial
Texas
– -$1.7M -116,255 Closed
AQR Capital Management
321
AQR Capital Management
Connecticut
– -$1.56M -106,648 Closed
Capital Fund Management (CFM)
322
Capital Fund Management (CFM)
France
– -$1.33M -91,042 Closed
EGM
323
Engineers Gate Manager
New York
– -$1.13M -76,891 Closed
E
324
Ergoteles
New York
– -$1.06M -72,252 Closed
MC
325
Maverick Capital
Texas
– -$792K -54,049 Closed
11 12
13
14 15

HP Hedge Fund Activity: Q4 2020 in Review

323 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2020, worth a combined $2.27B — up 61% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HP positions and 44 closed out — a net gain of 14 holders — while 76 added to existing stakes and 140 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $134M. The largest seller was Bank of Montreal, cutting an estimated $16.2M.

  • 323 institutional investors held Helmerich & Payne (HP) as of Q4 2020, up from 313 in Q3 2020.
  • Funds reported $2.27B of Helmerich & Payne stock for Q4 2020, up 61% quarter-over-quarter.
  • 58 funds opened new Helmerich & Payne positions in Q4 2020 and 44 closed out, a net change of +14 holders.
  • The largest Helmerich & Payne buyer in Q4 2020 was Boston Partners, an estimated $134M added.
  • The largest Helmerich & Payne seller in Q4 2020 was Bank of Montreal, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2020.