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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$14.1K -$4.49K -130 -22%
CAL
327
Capital Advisors Ltd
Ohio
$14K
CFGS
328
Concourse Financial Group Securities
Alabama
$13.8K -$5.87K -170 -27%
MSG
329
Main Street Group
Virginia
$12.3K
PS
330
Principal Securities
Iowa
$12.2K -$11.8K -341 -46%
PCMC
331
Planning Capital Management Corporation
Pennsylvania
$12.1K +$4.04K +117 +42%
PPC
332
Park Place Capital
Alabama
$11.6K
KB
333
Kimelman & Baird
New York
$10.6K
AWM
334
Avior Wealth Management
Nebraska
$10.6K +$12.1K +350 New
PA
335
Parallel Advisors
California
$10.4K +$449 +13 +4%
SCM
336
Sterling Capital Management
North Carolina
$10.1K +$11.5K +332 New
AF
337
Allworth Financial
California
$9.79K -$16.8K -486 -60%
HNB
338
Huntington National Bank
Ohio
$9.25K +$2.66K +77 +34%
ABWM
339
Alpine Bank Wealth Management
Colorado
$9.1K +$10.3K +299 New
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$8.91K -$967 -28 -9%
HCA
341
Harbor Capital Advisors
Illinois
$7K +$8.01K +232 New
HIA
342
Harbor Investment Advisory
Maryland
$6.84K
TCM
343
TD Capital Management
Tennessee
$6.29K
RTL
344
Red Tortoise LLC
Georgia
$5.72K
TF
345
Tompkins Financial
New York
$5.45K
GWMI
346
Guardian Wealth Management (Illinois)
Illinois
$4.68K
QC
347
Quent Capital
New York
$4.53K
SIS
348
Sound Income Strategies
Florida
$4.38K
SIC
349
SJS Investment Consulting
Ohio
$4.26K -$345 -10 -7%
RIL
350
Rothschild Investment LLC
Illinois
$3.8K +$3.63K +105 +525%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.