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Helmerich & Payne

383 hedge funds and large institutions have $3.83B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $10.7M

2.59% more ownership

Funds ownership: 104.85%107.44% (+2.6%)

5% less funds holding

Funds holding: 402383 (-19)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

12% less capital invested

Capital invested by funds: $4.36B → $3.83B (-$524M)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
383
Holders Change
-19
Holders Change %
-4.73%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
132
Reduced
149
Closed
52
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$44.1K +$27.8K +724 +146%
Federated Hermes
302
Federated Hermes
Pennsylvania
$38.4K +$4.96K +129 +14%
Nomura Asset Management
303
Nomura Asset Management
Japan
$37.2K
IA
304
IFP Advisors
Florida
$35.6K -$3.81K -99 -9%
HCP
305
Hexagon Capital Partners
Arkansas
$33.9K -$115 -3 -0.3%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$33.6K -$8K -208 -18%
CFB
307
Cullen/Frost Bankers
Texas
$33.5K +$423 +11 +1%
FCA
308
FinTrust Capital Advisors
South Carolina
$33K
CTC
309
Central Trust Company
Missouri
$32K
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$31.8K
AF
311
Allworth Financial
California
$30.9K +$4.34K +113 +16%
C
312
Covestor
United Kingdom
$30K -$4K -104 -11%
Jones Financial Companies
313
Jones Financial Companies
Missouri
$28.8K +$30.7K +798 New
BTI
314
Blue Trust Inc
Georgia
$28.1K +$13.5K +351 +111%
PS
315
Principal Securities
Iowa
$26.8K -$5.96K -155 -17%
EIM
316
Essex Investment Management
Massachusetts
$26.5K
VCM
317
Versant Capital Management
Arizona
$26.2K
MCM
318
Manchester Capital Management
Vermont
$24.4K +$21.1K +550 +444%
WT
319
Whittier Trust
California
$22.7K -$22.9K -595 -49%
CFGS
320
Concourse Financial Group Securities
Alabama
$22.6K -$1.35M -35,223 -98%
EWA
321
EverSource Wealth Advisors
Alabama
$21.9K +$769 +20 +4%
HNB
322
Hilltop National Bank
Wyoming
$21.7K
PTC
323
Private Trust Company
Ohio
$21.5K -$500 -13 -2%
HIIFS
324
Harel Insurance Investments & Financial Services
Israel
$20K
S
325
SignatureFD
Georgia
$18.4K +$77 +2 +0.4%

HP Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2024, worth a combined $3.83B — down 12% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of HP and 38 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 132 added.

The largest buyer was American Century Companies, adding an estimated $19.8M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 383 institutional investors held Helmerich & Payne (HP) as of Q2 2024, down from 402 in Q1 2024.
  • Funds reported $3.83B of Helmerich & Payne stock for Q2 2024, down 12% quarter-over-quarter.
  • 38 funds opened new Helmerich & Payne positions in Q2 2024 and 52 closed out, a net change of -14 holders.
  • The largest Helmerich & Payne buyer in Q2 2024 was American Century Companies, an estimated $19.8M added.
  • The largest Helmerich & Payne seller in Q2 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.