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Helmerich & Payne

383 hedge funds and large institutions have $3.83B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $10.7M

2.59% more ownership

Funds ownership: 104.85%107.44% (+2.6%)

5% less funds holding

Funds holding: 402383 (-19)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

12% less capital invested

Capital invested by funds: $4.36B → $3.83B (-$524M)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
383
Holders Change
-19
Holders Change %
-4.73%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
132
Reduced
149
Closed
52
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
351
Sound Income Strategies
Florida
$5.2K
NFSG
352
Newbridge Financial Services Group
Florida
$5.06K -$11.5K -300 -68%
CMP
353
Coston McIsaac & Partners
Maine
$5K
HI
354
Harbour Investments
Wisconsin
$4.52K
WIA
355
Wetzel Investment Advisors
Indiana
$4.21K
CTC
356
Cetera Trust Company
Minnesota
$4.16K
IAIM
357
International Assets Investment Management
Florida
$3.61K +$3.85K +100 New
RWMG
358
Redwood Wealth Management Group
New Jersey
$3.61K +$3.85K +100 New
NA
359
NewEdge Advisors
Louisiana
$3.14K -$3.19K -83 -49%
HFS
360
Hantz Financial Services
Michigan
$3K
JWA
361
JFS Wealth Advisors
Pennsylvania
$2.82K
Mitsubishi UFJ Asset Management
362
Mitsubishi UFJ Asset Management
Japan
$2.6K
FFO
363
Fortitude Family Office
Arizona
$2.53K -$1.88K -49 -41%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$2.53K
CWC
365
Carolinas Wealth Consulting
North Carolina
$2.53K +$115 +3 +4%
CFO
366
CVA Family Office
Colorado
$2.17K +$2.31K +60 New
OC
367
Oakworth Capital
Alabama
$2.06K
AF
368
Advisornet Financial
Minnesota
$2.02K
SPIA
369
Steward Partners Investment Advisory
New York
$1.99K
SWM
370
Spire Wealth Management
Virginia
$1.81K
VWA
371
Valued Wealth Advisors
Utah
$1.66K
RWM
372
Ruedi Wealth Management
Illinois
$1.66K +$1.77K +46 New
CA
373
Continuum Advisory
Idaho
$1.37K
National Bank of Canada
374
National Bank of Canada
Quebec, Canada
$890
GWSG
375
GPS Wealth Strategies Group
Colorado
$788

HP Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2024, worth a combined $3.83B — down 12% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of HP and 38 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 132 added.

The largest buyer was American Century Companies, adding an estimated $19.8M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 383 institutional investors held Helmerich & Payne (HP) as of Q2 2024, down from 402 in Q1 2024.
  • Funds reported $3.83B of Helmerich & Payne stock for Q2 2024, down 12% quarter-over-quarter.
  • 38 funds opened new Helmerich & Payne positions in Q2 2024 and 52 closed out, a net change of -14 holders.
  • The largest Helmerich & Payne buyer in Q2 2024 was American Century Companies, an estimated $19.8M added.
  • The largest Helmerich & Payne seller in Q2 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.