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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
BCWM
326
Bartlett & Co Wealth Management
Ohio
$18.1K
LFA
327
LGT Financial Advisors
Texas
$17.2K
CAL
328
Capital Advisors Ltd
Ohio
$17K
BBHC
329
Brown Brothers Harriman & Co
New York
$15.4K
Barrow, Hanley, Mewhinney & Strauss
330
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.3K +$1.04K +27 +7%
MSG
331
Main Street Group
Virginia
$14.6K
PPC
332
Park Place Capital
Alabama
$13.7K -$10.2K -264 -41%
KB
333
Kimelman & Baird
New York
$12.6K +$13.5K +350 New
PA
334
Parallel Advisors
California
$11.9K -$7.5K -195 -37%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$1.35K +35 +12%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$11.3K +$9.34K +243 +342%
Bessemer Group
337
Bessemer Group
New Jersey
$11K
CFM
338
Catalyst Funds Management
Australia
$10.8K -$26.9K -700 -70%
PCMC
339
Planning Capital Management Corporation
Pennsylvania
$10.1K
BFEC
340
Benjamin F. Edwards & Company
Missouri
$9K -$3.96K -103 -28%
HNB
341
Huntington National Bank
Ohio
$8.2K -$7.23K -188 -45%
HIA
342
Harbor Investment Advisory
Maryland
$8.13K +$3.04K +79 +54%
TCM
343
TD Capital Management
Tennessee
$7.47K
RTL
344
Red Tortoise LLC
Georgia
$6.79K
Group One Trading
345
Group One Trading
Illinois
$6.65K -$25.3K -659 -78%
TF
346
Tompkins Financial
New York
$6.47K
GWMI
347
Guardian Wealth Management (Illinois)
Illinois
$5.56K -$2.77K -72 -32%
SIC
348
SJS Investment Consulting
Ohio
$5.43K +$38 +1 +0.7%
QC
349
Quent Capital
New York
$5.38K -$5K -130 -47%
CPG
350
Cornerstone Planning Group
New Jersey
$5.33K -$1K -26 -14%

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.