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Helmerich & Payne

516 hedge funds and large institutions have $5.56B invested in Helmerich & Payne in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 196 increasing their positions, 163 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $31M

20% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 163

19% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 53

13% more capital invested

Capital invested by funds: $4.92B → $5.56B (+$645M)

1% more funds holding

Funds holding: 510516 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.42% less ownership

Funds ownership: 94.16%90.74% (-3.4%)

Holders
516
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
11.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
196
Reduced
163
Closed
53
Calls
$55.6M
Puts
$31M
Net Calls
+$24.6M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
351
Montgomery Investment Management
Maryland
$317K
FCI
352
Financial Counselors Inc
Kansas
$317K +$2.4K +44 +0.8%
MHS
353
M Holdings Securities
Oregon
$312K +$31K +569 +11%
AP
354
Advisor Partners
California
$312K +$38.9K +714 +15%
MJP
355
Michael J. Puzo
$311K
TIM
356
Thompson Investment Management
Wisconsin
$308K
EHWM
357
Eads & Heald Wealth Management
Georgia
$305K +$299K +5,485 New
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$291K +$285K +5,231 New
AIL
359
AGF Investments LLC
Ontario, Canada
$289K -$991K -18,184 -78%
ACM
360
AlphaCrest Capital Management
New York
$288K -$897K -16,472 -76%
RIM
361
Redwood Investment Management
Arizona
$287K +$281K +5,163 New
SAM
362
SignalPoint Asset Management
Missouri
$286K +$3.6K +66 +1%
PAS
363
Park Avenue Securities
New York
$280K +$265K +4,869 New
VFM
364
Viking Fund Management
North Dakota
$278K
PTC
365
Petrus Trust Company
Texas
$278K +$273K +5,010 New
QT
366
Quantamental Technologies
New York
$275K -$65.4K -1,200 -19%
SWK
367
Stephen W. Kidder
$275K -$20.4K -375 -7%
Nordea Investment Management
368
Nordea Investment Management
Sweden
$272K
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$271K +$6.92K +127 +3%
KFS
370
Kurt F. Somerville
$270K -$38.1K -700 -13%
KRS
371
Kentucky Retirement Systems
Kentucky
$266K +$2.18K +40 +0.8%
MME
372
Meag Munich Ergo
Germany
$264K -$1.02M -18,653 -80%
KA
373
Kovack Advisors
Florida
$264K
GIA
374
Gateway Investment Advisers
Ohio
$260K
PHS
375
Pekin Hardy Strauss
Illinois
$260K +$10.1K +185 +4%

HP Hedge Fund Activity: Q1 2019 in Review

516 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2019, worth a combined $5.56B — up 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HP positions and 53 closed out — a net gain of 10 holders — while 196 added to existing stakes and 163 trimmed.

The largest buyer was Capital International Investors, adding an estimated $69.8M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 516 institutional investors held Helmerich & Payne (HP) as of Q1 2019, up from 510 in Q4 2018.
  • Funds reported $5.56B of Helmerich & Payne stock for Q1 2019, up 13% quarter-over-quarter.
  • 63 funds opened new Helmerich & Payne positions in Q1 2019 and 53 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q1 2019 was Capital International Investors, an estimated $69.8M added.
  • The largest Helmerich & Payne seller in Q1 2019 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2019.