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Helmerich & Payne

516 hedge funds and large institutions have $5.56B invested in Helmerich & Payne in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 196 increasing their positions, 163 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $31M

20% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 163

19% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 53

13% more capital invested

Capital invested by funds: $4.92B → $5.56B (+$645M)

1% more funds holding

Funds holding: 510516 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.42% less ownership

Funds ownership: 94.16%90.74% (-3.4%)

Holders
516
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
11.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
196
Reduced
163
Closed
53
Calls
$55.6M
Puts
$31M
Net Calls
+$24.6M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$260K +$54.8K +1,006 +27%
HF
377
HRT Financial
New York
$257K +$253K +4,639 New
FAAS
378
First Allied Advisory Services
California
$252K -$218 -4 -0.1%
MC
379
Menta Capital
California
$250K +$245K +4,500 New
Daiwa Securities Group
380
Daiwa Securities Group
Japan
$247K
PCM
381
Penserra Capital Management
California
$241K +$1.14K +21 +0.5%
IG
382
ING Group
Netherlands
$239K -$457K -8,385 -66%
FWCM
383
Ferguson Wellman Capital Management
Oregon
$231K -$286K -5,257 -56%
NFG
384
Next Financial Group
Texas
$223K +$203K +3,730 +1,282%
NFH
385
NEXT Financial Holdings
Texas
$223K +$219K +4,021 New
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$220K +$38.7K +711 +22%
CIA
387
Capital Investment Advisors
Georgia
$219K -$28.9K -530 -12%
NIT
388
NumerixS Investment Technologies
British Columbia, Canada
$214K +$167K +3,065 +435%
SAM
389
Silvercrest Asset Management
New York
$208K +$204K +3,750 New
CS
390
Comerica Securities
Michigan
$207K +$203K +3,725 New
BCWM
391
Bartlett & Co Wealth Management
Ohio
$172K
BC
392
Bartlett & Co
Ohio
$172K
MCP
393
Martin Capital Partners
Oregon
$164K +$160K +2,945 New
GI
394
Gradient Investments
Minnesota
$161K +$157K +2,887 +16,039%
CG
395
Cutler Group
California
$149K -$262K -4,817 -64%
SSB
396
Sandy Spring Bank
Maryland
$149K -$10.9K -200 -7%
CTC
397
Central Trust Company
Missouri
$145K
MWNA
398
Marshall Wace North America
New York
$122K -$1.31M -24,056 -92%
CFGS
399
Concourse Financial Group Securities
Alabama
$122K +$3.54K +65 +3%
APA
400
American Portfolios Advisors
New York
$118K +$20K +367 +21%

HP Hedge Fund Activity: Q1 2019 in Review

516 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2019, worth a combined $5.56B — up 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HP positions and 53 closed out — a net gain of 10 holders — while 196 added to existing stakes and 163 trimmed.

The largest buyer was Capital International Investors, adding an estimated $69.8M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 516 institutional investors held Helmerich & Payne (HP) as of Q1 2019, up from 510 in Q4 2018.
  • Funds reported $5.56B of Helmerich & Payne stock for Q1 2019, up 13% quarter-over-quarter.
  • 63 funds opened new Helmerich & Payne positions in Q1 2019 and 53 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q1 2019 was Capital International Investors, an estimated $69.8M added.
  • The largest Helmerich & Payne seller in Q1 2019 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2019.