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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
351
Cornerstone Planning Group
New Jersey
$3.8K -$1.42K -41 -26%
LFA
352
LGT Financial Advisors
Texas
$3.68K -$12.2K -354 -75%
Group One Trading
353
Group One Trading
Illinois
$3.59K -$2.28K -66 -36%
CTC
354
Cetera Trust Company
Minnesota
$3.5K
AAP
355
Arax Advisory Partners
Colorado
$3.25K +$3.7K +107 New
Bessemer Group
356
Bessemer Group
New Jersey
$3K -$6.8K -197 -66%
HFS
357
Hantz Financial Services
Michigan
$3K
Barrow, Hanley, Mewhinney & Strauss
358
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.74K -$11.5K -333 -79%
CT
359
Colonial Trust
South Carolina
$2.74K +$3.14K +91 New
CPA
360
Capital Performance Advisors
California
$2.68K +$3.04K +88 New
NA
361
NewEdge Advisors
Louisiana
$2.65K
JWA
362
JFS Wealth Advisors
Pennsylvania
$2.34K -$35 -1 -1%
CA
363
Continuum Advisory
Idaho
$2.24K +$967 +28 +74%
Mitsubishi UFJ Asset Management
364
Mitsubishi UFJ Asset Management
Japan
$2.19K
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$2.13K
FFO
366
Fortitude Family Office
Arizona
$2.13K
AF
367
Advisornet Financial
Minnesota
$2.1K +$449 +13 +23%
SPIA
368
Steward Partners Investment Advisory
New York
$1.67K
SWM
369
Spire Wealth Management
Virginia
$1.52K
VWA
370
Valued Wealth Advisors
Utah
$1.4K
ATS
371
Ashton Thomas Securities
New York
$1.28K +$1.45K +42 New
BIA
372
Bell Investment Advisors
California
$1K +$622 +18 +120%
DSC
373
Duncker Streett & Co
Missouri
$1K +$1.14K +33 New
GWSG
374
GPS Wealth Strategies Group
Colorado
$672
MCM
375
MV Capital Management
Maryland
$670 +$587 +17 +340%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.