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Helmerich & Payne
HP

374 hedge funds and large institutions have $3.3B invested in Helmerich & Payne in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 138 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2% more capital invested

Capital invested by funds: $3.23B → $3.3B (+$75.3M)

8% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 138

2.78% less ownership

Funds ownership: 107.15% → 104.38% (-2.8%)

3% less funds holding

Funds holding: 385 → 374 (-11)

21% less call options, than puts

Call options by funds: $7.95M | Put options by funds: $10M

Holders
374
Holders Change
-11
Holders Change %
-2.86%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
126
Reduced
138
Closed
59
Calls
$7.95M
Puts
$10M
Net Calls
-$2.05M
Net Calls Change
+$32.3M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$30.4M
2
AIM
ARGA Investment Management
Connecticut
+$27.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$14.2M
4
ECM
ExodusPoint Capital Management
New York
+$11.6M
5
VanEck Associates
VanEck Associates
New York
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$81.7M
2
BlackRock
BlackRock
New York
-$27.8M
3
Bank of America
Bank of America
North Carolina
-$12.2M
4
CIM
Cambria Investment Management
California
-$11.4M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$2.38K – – –
HNB
352
Huntington National Bank
Ohio
$2.34K -$7.84K -231 -76%
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$2.24K – – –
FFO
354
Fortitude Family Office
Arizona
$2.24K – – –
RWS
355
Retirement Wealth Solutions
Wisconsin
$2.1K +$2.07K +61 New
KFI
356
Key Financial Inc
Pennsylvania
$2.05K +$2.17K +64 New
HWM
357
Hemington Wealth Management
Virginia
$2K +$1.36K +40 +148%
CWC
358
Carolinas Wealth Consulting
North Carolina
$1.92K +$2.04K +60 New
SWM
359
Spire Wealth Management
Virginia
$1.6K – – –
VWA
360
Valued Wealth Advisors
Utah
$1.47K – – –
AF
361
Advisornet Financial
Minnesota
$1.25K -$1.02K -30 -43%
PWMG
362
Private Wealth Management Group
New Jersey
$1.09K +$1.15K +34 New
BIA
363
Bell Investment Advisors
California
$1.06K – – –
SPIA
364
Steward Partners Investment Advisory
New York
$1.02K -$781 -23 -42%
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$769 +$204 +6 +33%
GWSG
366
GPS Wealth Strategies Group
Colorado
$712 – – –
MCM
367
MV Capital Management
Maryland
$641 -$68 -2 -9%
AssetMark Inc
368
AssetMark Inc
California
$544 +$577 +17 New
LFG
369
Larson Financial Group
Missouri
$352 – – –
AWM
370
Abound Wealth Management
Tennessee
$225 – – –
GFPC
371
Global Financial Private Client
Florida
$160 +$170 +5 New
PWM
372
Parkworth Wealth Management
California
$96 +$102 +3 New
CAM
373
Creekmur Asset Management
Illinois
$32 – – –
AWM
374
Activest Wealth Management
Florida
$32 +$34 +1 New
DWM
375
Darwin Wealth Management
Florida
$26 -$118K -3,479 Closed
13 14
15
16 17

HP Hedge Fund Activity: Q4 2024 in Review

374 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2024, worth a combined $3.3B — up 2.3% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HP and 54 opened new positions — a net loss of 5 holders — while 138 trimmed existing stakes and 126 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $30.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $81.7M sold.

  • 374 institutional investors held Helmerich & Payne (HP) as of Q4 2024, down from 385 in Q3 2024.
  • Funds reported $3.3B of Helmerich & Payne stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 54 funds opened new Helmerich & Payne positions in Q4 2024 and 59 closed out, a net change of -5 holders.
  • The largest Helmerich & Payne buyer in Q4 2024 was Balyasny Asset Management, an estimated $30.4M added.
  • The largest Helmerich & Payne seller in Q4 2024 was Pacer Advisors, an estimated $81.7M sold.

Based on aggregated 13F filings for Q4 2024.