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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
APC
376
Aspire Private Capital
North Carolina
$723
RIL
377
Rothschild Investment LLC
Illinois
$723 +$385 +10 +100%
DPW
378
DiNuzzo Private Wealth
Pennsylvania
$687 +$115 +3 +19%
BIA
379
Bell Investment Advisors
California
$543
CAS
380
Coppell Advisory Solutions
Texas
$542 +$577 +15 New
LFG
381
Larson Financial Group
Missouri
$398 +$423 +11 New
AWM
382
Abound Wealth Management
Tennessee
$326
MCM
383
MV Capital Management
Maryland
$181 +$77 +2 +67%
CAM
384
Creekmur Asset Management
Illinois
$11 -$9K -234 Closed
BGIM
385
Brandywine Global Investment Management
Pennsylvania
-$11.3M -269,460 Closed
Squarepoint
386
Squarepoint
New York
-$5.06M -120,254 Closed
MIM
387
Martin Investment Management
Florida
-$4.61M -109,571 Closed
TPSF
388
Texas Permanent School Fund
Texas
-$3.64M -86,492 Closed
CSS
389
Cubist Systematic Strategies
Connecticut
-$3.17M -75,299 Closed
SCM
390
SIR Capital Management
New York
-$2.62M -62,300 Closed
AIG
391
American International Group
New York
-$2.21M -52,607 Closed
Mirae Asset Global Investments
392
Mirae Asset Global Investments
South Korea
-$1.71M -46,654 Closed
RCM
393
Radnor Capital Management
Pennsylvania
-$1.83M -43,584 Closed
NL
394
NKCFO LLC
Illinois
-$1.7M -40,400 Closed
WCA
395
Waratah Capital Advisors
Ontario, Canada
-$1.53M -36,436 Closed
Brown Advisory
396
Brown Advisory
Maryland
-$1.24M -29,460 Closed
PHK
397
Point72 Hong Kong
Hong Kong
-$986K -23,432 Closed
Los Angeles Capital Management
398
Los Angeles Capital Management
California
-$865K -20,566 Closed
BCM
399
Bayesian Capital Management
New York
-$837K -19,900 Closed
PD
400
Point72 (DIFC)
United Arab Emirates
-$751K -17,859 Closed

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.