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Helmerich & Payne

346 hedge funds and large institutions have $4.25B invested in Helmerich & Payne in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $23.4M

2.91% more ownership

Funds ownership: 90.88%93.79% (+2.9%)

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

4% more capital invested

Capital invested by funds: $4.1B → $4.25B (+$149M)

1% less funds holding

Funds holding: 351346 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

44% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 154

Holders
346
Holders Change
-5
Holders Change %
-1.42%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
86
Reduced
154
Closed
46
Calls
$51.1M
Puts
$23.4M
Net Calls
+$27.7M
Net Calls Change
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Selective Wealth Management
Virginia
$9K
TC
302
Trust Company
Kansas
$9K
EWA
303
EverSource Wealth Advisors
Alabama
$9K +$2.46K +53 +36%
SIS
304
Sound Income Strategies
Florida
$8K
TF
305
Tompkins Financial
New York
$8K
LFG
306
Larson Financial Group
Missouri
$8K +$46 +1 +0.6%
NICM
307
Neo Ivy Capital Management
New York
$8K +$8.64K +186 New
HFS
308
Hantz Financial Services
Michigan
$7K -$1.49K -32 -16%
GWM
309
Geneos Wealth Management
Colorado
$7K
CMP
310
Coston McIsaac & Partners
Maine
$7K +$7.57K +163 New
FPS
311
Fieldpoint Private Securities
Connecticut
$6K -$4.88K -105 -42%
LJHT
312
Laurie J. Hall Trustee
$6K
POIA
313
Pin Oak Investment Advisors
Texas
$6K
GWS
314
Glassman Wealth Services
Virginia
$6K +$93 +2 +1%
JWA
315
JFS Wealth Advisors
Pennsylvania
$6K +$2.46K +53 +58%
IAMOG
316
Investors Asset Management of Georgia
Georgia
$6K +$6.51K +140 New
Federated Hermes
317
Federated Hermes
Pennsylvania
$5K -$118K -2,547 -95%
PFS
318
Prospera Financial Services
Texas
$5K
Bessemer Group
319
Bessemer Group
New Jersey
$4K
DAC
320
Dividend Assets Capital
South Carolina
$4K
STCOSD
321
Sageworth Trust Company of South Dakota
South Dakota
$4K +$2.88K +62 +295%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$4K +$4.51K +97 New
CBT
323
CoreFirst Bank & Trust
Kansas
$4K +$4.65K +100 New
OC
324
Oakworth Capital
Alabama
$3K -$2.42K -52 -46%
AF
325
Allworth Financial
California
$3K +$186 +4 +7%

HP Hedge Fund Activity: Q2 2022 in Review

346 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2022, worth a combined $4.25B — up 3.6% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HP positions and 46 closed out — a net gain of 2 holders — while 86 added to existing stakes and 154 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $209M. The largest seller was VanEck Associates, cutting an estimated $54.6M.

  • 346 institutional investors held Helmerich & Payne (HP) as of Q2 2022, down from 351 in Q1 2022.
  • Funds reported $4.25B of Helmerich & Payne stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 48 funds opened new Helmerich & Payne positions in Q2 2022 and 46 closed out, a net change of +2 holders.
  • The largest Helmerich & Payne buyer in Q2 2022 was AllianceBernstein, an estimated $209M added.
  • The largest Helmerich & Payne seller in Q2 2022 was VanEck Associates, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2022.