Helmerich & Payne
312 hedge funds and large institutions have $2.2B invested in Helmerich & Payne in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 48 closing their positions.
7% more call options, than puts
Call options by funds: $35.7M | Put options by funds: $33.3M
4% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 48
1% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 103
1% less funds holding
Funds holding: 314 → 312 (-2)
2.55% less ownership
Funds ownership: 88.74% → 86.19% (-2.5%)
16% less capital invested
Capital invested by funds: $2.62B → $2.2B (-$427M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$25.9M |
| 2 |
SG
Sourcerock Group
Denver,
Colorado
|
+$21.2M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$20.8M |
| 4 |
BlackRock
New York
|
+$14.9M |
| 5 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$161M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.7M |
| 3 |
Two Sigma Investments
New York
|
-$15.7M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$14M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$11.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
351
Howe & Rusling
Rochester,
New York
| – | -$2K | -60 | Closed |
|
|
BWM
352
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$1.37K | -48 | -98% |
|
|
TPCW
353
TD Private Client Wealth
New York
| – | -$1.18K | -43 | Closed |
|
|
FHA
354
First Horizon Advisors
Memphis,
Tennessee
| – | -$171 | -6 | -35% |
|
|
CWS
355
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | +$313 | +11 | New |
|
356
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$342 | +12 | New |
|
|
SC
357
Schubert & Co
Mckinney,
Texas
| – | +$570 | +20 | New |
|
HP Hedge Fund Activity: Q4 2021 in Review
312 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2021, worth a combined $2.2B — down 16% from $2.62B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new HP positions and 48 closed out — a net gain of 2 holders — while 104 added to existing stakes and 103 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $25.9M. The largest seller was Boston Partners, cutting an estimated $161M.
- 312 institutional investors held Helmerich & Payne (HP) as of Q4 2021, down from 314 in Q3 2021.
- Funds reported $2.2B of Helmerich & Payne stock for Q4 2021, down 16% quarter-over-quarter.
- 50 funds opened new Helmerich & Payne positions in Q4 2021 and 48 closed out, a net change of +2 holders.
- The largest Helmerich & Payne buyer in Q4 2021 was Clark Capital Management Group, an estimated $25.9M added.
- The largest Helmerich & Payne seller in Q4 2021 was Boston Partners, an estimated $161M sold.
Based on aggregated 13F filings for Q4 2021.