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Helmerich & Payne

511 hedge funds and large institutions have $5.07B invested in Helmerich & Payne in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 180

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.1% less ownership

Funds ownership: 90.74%90.64% (-0.1%)

1% less funds holding

Funds holding: 516511 (-5)

9% less capital invested

Capital invested by funds: $5.56B → $5.07B (-$495M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less call options, than puts

Call options by funds: $31.2M | Put options by funds: $62.5M

Holders
511
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
11.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
49
Increased
200
Reduced
180
Closed
48
Calls
$31.2M
Puts
$62.5M
Net Calls
-$31.3M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
326
Orleans Capital Management
Louisiana
$386K +$16.2K +294 +4%
LIA
327
LS Investment Advisors
Michigan
$384K +$16.8K +306 +4%
ASN
328
Advisory Services Network
Georgia
$382K +$56.1K +1,020 +16%
RCM
329
Riverhead Capital Management
Delaware
$370K +$13.8K +250 +4%
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$364K -$2.86K -52 -0.7%
ACP
331
Ashfield Capital Partners
California
$364K
ECM
332
Everence Capital Management
Indiana
$361K
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$351K +$15.2K +276 +4%
II
334
IFM Investors
Australia
$347K
IAA
335
Independent Advisor Alliance
North Carolina
$346K -$56.2K -1,021 -13%
CANY
336
Caxton Associates (New York)
New York
$343K +$373K +6,774 New
SAM
337
Shell Asset Management
Netherlands
$342K
CIC
338
Crawford Investment Counsel
Georgia
$341K
WBC
339
Westpac Banking Corp
Australia
$333K
FMW
340
Farr Miller & Washington
District of Columbia
$332K +$9.52K +173 +3%
SIM
341
Sentry Investment Management
Wisconsin
$331K
COPPSERS
342
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$328K +$5.06K +92 +1%
NA
343
Neuburgh Advisers
California
$326K -$58.1K -1,056 -14%
TC
344
TownSquare Capital
Utah
$318K -$36K -654 -9%
RIM
345
Redwood Investment Management
Arizona
$315K +$58.4K +1,061 +21%
CII
346
Capital International Inc
California
$314K -$550 -10 -0.2%
CIS
347
Capital International Sarl
California
$311K
LWM
348
Lyell Wealth Management
California
$309K -$15.1K -275 -4%
LFA
349
Legacy Financial Advisors
Kentucky
$308K
ERSOT
350
Employees Retirement System of Texas
Texas
$304K

HP Hedge Fund Activity: Q2 2019 in Review

511 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2019, worth a combined $5.07B — down 8.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HP positions and 48 closed out — a net gain of 1 holder — while 200 added to existing stakes and 180 trimmed.

The largest buyer was Bank of America, adding an estimated $37.2M. The largest seller was Citadel Advisors, cutting an estimated $59.9M.

  • 511 institutional investors held Helmerich & Payne (HP) as of Q2 2019, down from 516 in Q1 2019.
  • Funds reported $5.07B of Helmerich & Payne stock for Q2 2019, down 8.9% quarter-over-quarter.
  • 49 funds opened new Helmerich & Payne positions in Q2 2019 and 48 closed out, a net change of +1 holder.
  • The largest Helmerich & Payne buyer in Q2 2019 was Bank of America, an estimated $37.2M added.
  • The largest Helmerich & Payne seller in Q2 2019 was Citadel Advisors, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2019.