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Helmerich & Payne

514 hedge funds and large institutions have $7.54B invested in Helmerich & Payne in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 156 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

72% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 47

24% more capital invested

Capital invested by funds: $6.06B → $7.54B (+$1.47B)

7% more funds holding

Funds holding: 482514 (+32)

0.11% more ownership

Funds ownership: 107.25%107.36% (+0.11%)

18% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 191

40% less call options, than puts

Call options by funds: $54.4M | Put options by funds: $90.5M

Holders
514
Holders Change
+32
Holders Change %
+6.64%
% of All Funds
11.66%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
81
Increased
156
Reduced
191
Closed
47
Calls
$54.4M
Puts
$90.5M
Net Calls
-$36.1M
Net Calls Change
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Shell Asset Management
Netherlands
$340K +$75.7K +1,351 +35%
MME
352
Meag Munich Ergo
Germany
$339K -$9.66M -172,256 -97%
Public Sector Pension Investment Board (PSP Investments)
353
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$336K
KA
354
Kovack Advisors
Florida
$330K
APA
355
American Portfolios Advisors
New York
$327K +$283K +5,056 New
APP
356
Avantax Planning Partners
Iowa
$323K -$28.2K -503 -9%
ECM
357
ETrade Capital Management
Virginia
$319K -$88.2K -1,573 -24%
Janney Montgomery Scott
358
Janney Montgomery Scott
Pennsylvania
$318K +$16.6K +297 +6%
Nordea Investment Management
359
Nordea Investment Management
Sweden
$315K -$747K -13,318 -73%
CPH
360
C Partners Holding
Switzerland
$312K +$271K +4,831 New
AP
361
Advisor Partners
California
$302K +$238K +4,247 New
GL
362
GLG LLC
New York
$299K
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$286K +$6.33K +113 +3%
NFA
364
Nuveen Fund Advisors
Illinois
$285K -$623K -11,115 -72%
APFBOT
365
Amica Pension Fund Board of Trustees
Rhode Island
$283K
LMGAM
366
Liberty Mutual Group Asset Management
Massachusetts
$280K -$3.81K -68 -2%
AFS
367
Access Financial Services
Minnesota
$278K
CIA
368
Capital Investment Advisors
Georgia
$274K -$62.5K -1,115 -21%
AT
369
Arden Trust
Delaware
$272K -$4.21K -75 -2%
WF
370
Welch & Forbes
Massachusetts
$271K
HH
371
Hilltop Holdings
Texas
$270K -$112K -1,990 -32%
OAM
372
Occidental Asset Management
California
$269K +$233K +4,162 New
Holocene Advisors
373
Holocene Advisors
New York
$265K +$229K +4,093 New
GWM
374
Geneos Wealth Management
Colorado
$263K
SAM
375
Silvercrest Asset Management
New York
$259K -$33.6K -600 -13%

HP Hedge Fund Activity: Q4 2017 in Review

514 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2017, worth a combined $7.54B — up 24% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HP positions and 47 closed out — a net gain of 34 holders — while 156 added to existing stakes and 191 trimmed.

The largest buyer was Capital World Investors, adding an estimated $64.9M. The largest seller was NN Investment Partners Holdings, cutting an estimated $58.4M.

  • 514 institutional investors held Helmerich & Payne (HP) as of Q4 2017, up from 482 in Q3 2017.
  • Funds reported $7.54B of Helmerich & Payne stock for Q4 2017, up 24% quarter-over-quarter.
  • 81 funds opened new Helmerich & Payne positions in Q4 2017 and 47 closed out, a net change of +34 holders.
  • The largest Helmerich & Payne buyer in Q4 2017 was Capital World Investors, an estimated $64.9M added.
  • The largest Helmerich & Payne seller in Q4 2017 was NN Investment Partners Holdings, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2017.