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Helmerich & Payne

516 hedge funds and large institutions have $5.56B invested in Helmerich & Payne in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 196 increasing their positions, 163 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $31M

20% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 163

19% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 53

13% more capital invested

Capital invested by funds: $4.92B → $5.56B (+$645M)

1% more funds holding

Funds holding: 510516 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.42% less ownership

Funds ownership: 94.16%90.74% (-3.4%)

Holders
516
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
11.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
196
Reduced
163
Closed
53
Calls
$55.6M
Puts
$31M
Net Calls
+$24.6M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
326
Ashfield Capital Partners
California
$399K
ECM
327
Everence Capital Management
Indiana
$396K
RCM
328
Riverhead Capital Management
Delaware
$392K +$54.5K +1,000 +16%
II
329
IFM Investors
Australia
$381K
SAM
330
Shell Asset Management
Netherlands
$376K
CIC
331
Crawford Investment Counsel
Georgia
$374K
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$370K -$26.4K -484 -7%
WBC
333
Westpac Banking Corp
Australia
$365K
ASN
334
Advisory Services Network
Georgia
$363K -$4.25K -78 -1%
SIM
335
Sentry Investment Management
Wisconsin
$363K +$356K +6,540 New
HI
336
Horizon Investments
North Carolina
$360K +$357K +6,555 New
AIMCA
337
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$356K -$338K -6,200 -49%
COPPSERS
338
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$355K +$24.4K +448 +8%
FMW
339
Farr Miller & Washington
District of Columbia
$355K +$348K +6,392 New
LWM
340
Lyell Wealth Management
California
$354K -$49K -900 -12%
CII
341
Capital International Inc
California
$346K -$58.8K -1,080 -15%
WCM
342
Weik Capital Management
Pennsylvania
$344K
CIS
343
Capital International Sarl
California
$341K
LFA
344
Legacy Financial Advisors
Kentucky
$338K -$41.5K -761 -11%
ERSOT
345
Employees Retirement System of Texas
Texas
$333K
ECM
346
ExodusPoint Capital Management
New York
$333K +$327K +5,998 New
JMPWA
347
JP Morgan Private Wealth Advisors
California
$331K -$11.6K -213 -3%
CCM
348
Cadence Capital Management
Massachusetts
$323K -$28.9K -530 -8%
ZCA
349
Zeke Capital Advisors
Pennsylvania
$323K +$9.59K +176 +3%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$322K +$5.45K +100 +2%

HP Hedge Fund Activity: Q1 2019 in Review

516 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2019, worth a combined $5.56B — up 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HP positions and 53 closed out — a net gain of 10 holders — while 196 added to existing stakes and 163 trimmed.

The largest buyer was Capital International Investors, adding an estimated $69.8M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 516 institutional investors held Helmerich & Payne (HP) as of Q1 2019, up from 510 in Q4 2018.
  • Funds reported $5.56B of Helmerich & Payne stock for Q1 2019, up 13% quarter-over-quarter.
  • 63 funds opened new Helmerich & Payne positions in Q1 2019 and 53 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q1 2019 was Capital International Investors, an estimated $69.8M added.
  • The largest Helmerich & Payne seller in Q1 2019 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2019.