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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
IRC
401
Investors Research Corp
Georgia
$117K +$114K +2,100 New
HNB
402
Huntington National Bank
Ohio
$111K +$2.13K +39 +2%
AIP
403
Ameritas Investment Partners
Nebraska
$110K
DWM
404
Destination Wealth Management
California
$107K
PCMK
405
Paragon Capital Management (Kansas)
Kansas
$103K +$101K +1,846 New
AIM
406
Anchor Investment Management
South Carolina
$101K
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$98K -$283K -5,193 -63%
PG
408
Proffitt & Goodson
Tennessee
$92K +$90K +1,652 New
HCM
409
Hilton Capital Management
New York
$90K +$88.1K +1,617 New
SP
410
Symmetry Partners
Connecticut
$84K -$22.1K -405 -21%
WAM
411
Wolverine Asset Management
Illinois
$83K -$1.28M -23,500 -94%
NCM
412
Nelson Capital Management
California
$83K
FHA
413
Flagship Harbor Advisors
Massachusetts
$83K +$22.2K +408 +37%
MERSOM
414
Municipal Employees' Retirement System of Michigan
Michigan
$82K -$72.5K -1,330 -48%
SO
415
STRS Ohio
Ohio
$80K -$216K -3,957 -73%
LS
416
Livforsakringsbolaget Skandia
Sweden
$78K
AIM
417
Advantage Investment Management
Iowa
$77K +$13.1K +240 +21%
S
418
SignatureFD
Georgia
$76K +$5.01K +92 +7%
ATC
419
Adirondack Trust Company
New York
$72K -$12.5K -230 -16%
CAPTRUST Financial Advisors
420
CAPTRUST Financial Advisors
North Carolina
$70K
MA
421
MUFG Americas
New York
$67K +$65.3K +1,199 New
WAM
422
Wealthspire Advisors (Maryland)
Maryland
$65K -$4.25K -78 -6%
SCM
423
Silvant Capital Management
Georgia
$63K
LFG
424
LifePlan Financial Group
Ohio
$62K
RIM
425
Rampart Investment Management
Connecticut
$54K -$5.12K -94 -9%

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.