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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
SC
326
Schubert & Co
Texas
$3K +$1.67K +36 +124%
CA
327
Crewe Advisors
Utah
$3K +$3.67K +79 New
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$2.24K -$948K -20,400 -29%
CT
329
Caldwell Trust
Florida
$2.02K
BWA
330
BDO Wealth Advisors
Florida
$2K
EARNEST Partners
331
EARNEST Partners
Georgia
$2K
JWM
332
Janiczek Wealth Management
Colorado
$2K
VNA
333
Valley National Advisers
Pennsylvania
$2K
SFG
334
Steward Financial Group
Texas
$2K +$2.93K +63 New
GCM
335
Gladius Capital Management
Illinois
$1K -$232K -5,000 -100%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$1K -$139 -3 -17%
ATC
337
Adirondack Trust Company
New York
$1K
APC
338
Aspire Private Capital
North Carolina
$1K
CA
339
Centerpoint Advisors
Massachusetts
$1K
GWSG
340
GPS Wealth Strategies Group
Colorado
$1K
BIA
341
Bell Investment Advisors
California
$1K +$883 +19 New
WT
342
Washington Trust
Rhode Island
$1K +$1.39K +30 New
TFGT
343
TS Financial Group (TSFG)
Illinois
$1K +$1.44K +31 New
LSA
344
Leonteq Securities AG
Switzerland
$86 -$173K -3,723 -100%
CCMG
345
Clark Capital Management Group
Pennsylvania
-$29.1M -680,900 Closed
AIM
346
ARGA Investment Management
Connecticut
-$29M -676,863 Closed
Ninety One (UK)
347
Ninety One (UK)
United Kingdom
-$22.5M -525,782 Closed
BGIM
348
Brandywine Global Investment Management
Pennsylvania
-$17.2M -403,118 Closed
HF
349
HRT Financial
New York
-$5.43M -126,948 Closed
Qube Research & Technologies (QRT)
350
Qube Research & Technologies (QRT)
United Kingdom
-$4.57M -106,739 Closed

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.