Helmerich & Payne
323 hedge funds and large institutions have $2.27B invested in Helmerich & Payne in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 76 increasing their positions, 140 reducing their positions, and 44 closing their positions.
61% more capital invested
Capital invested by funds: $1.41B → $2.27B (+$856M)
32% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 44
3% more funds holding
Funds holding: 313 → 323 (+10)
1.26% more ownership
Funds ownership: 89.59% → 90.85% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
46% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 140
71% less call options, than puts
Call options by funds: $16.5M | Put options by funds: $56.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$134M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19.7M |
| 3 |
BlackRock
New York
|
+$10.8M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$5.28M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$16.2M |
| 2 |
Two Sigma Investments
New York
|
-$15.1M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.5M |
| 4 |
Bank of New York Mellon
New York
|
-$9.67M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$9.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
351
Gemmer Asset Management
Walnut Creek,
California
| – | -$4K | -277 | Closed |
|
|
AA
352
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$3K | -200 | Closed |
|
|
CIA
353
CSat Investment Advisory
Detroit,
Michigan
| – | -$3K | -177 | Closed |
|
|
APWM
354
Atlas Private Wealth Management
Albany,
New York
| – | -$2K | -125 | Closed |
|
|
HNB
355
Huntington National Bank
Columbus,
Ohio
| – | -$969 | -50 | -88% |
|
|
FHC
356
First Horizon Corporation
Memphis,
Tennessee
| – | -$58 | -3 | -23% |
|
|
FGAM
357
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$39 | +2 | New |
|
358
Fidelity International
Hamilton,
Bermuda
| – | +$116 | +6 | New |
|
|
TF
359
Tompkins Financial
Ithaca,
New York
| – | +$213 | +11 | New |
|
|
HGWM
360
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$291 | +15 | New |
|
HP Hedge Fund Activity: Q4 2020 in Review
323 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2020, worth a combined $2.27B — up 61% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new HP positions and 44 closed out — a net gain of 14 holders — while 76 added to existing stakes and 140 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $134M. The largest seller was Bank of Montreal, cutting an estimated $16.2M.
- 323 institutional investors held Helmerich & Payne (HP) as of Q4 2020, up from 313 in Q3 2020.
- Funds reported $2.27B of Helmerich & Payne stock for Q4 2020, up 61% quarter-over-quarter.
- 58 funds opened new Helmerich & Payne positions in Q4 2020 and 44 closed out, a net change of +14 holders.
- The largest Helmerich & Payne buyer in Q4 2020 was Boston Partners, an estimated $134M added.
- The largest Helmerich & Payne seller in Q4 2020 was Bank of Montreal, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2020.