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Helmerich & Payne
HP

378 hedge funds and large institutions have $3.47B invested in Helmerich & Payne in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 131 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $31M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 131

0.21% more ownership

Funds ownership: 92.47% → 92.68% (+0.21%)

5% less funds holding

Funds holding: 397 → 378 (-19)

21% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 73

24% less capital invested

Capital invested by funds: $4.6B → $3.47B (-$1.13B)

100% less funds holding in top 10

Funds holding in top 10: 5 → 0 (-5)

Holders
378
Holders Change
-19
Holders Change %
-4.79%
% of All Funds
6.02%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
137
Reduced
131
Closed
73
Calls
$34.4M
Puts
$31M
Net Calls
+$3.4M
Net Calls Change
-$17.6M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.5M
2
Squarepoint
Squarepoint
New York
+$21.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$17.8M
4
GACM
Global Alpha Capital Management
Quebec, Canada
+$16.3M
5
BlackRock
BlackRock
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$116M
2
ACM
Anomaly Capital Management
New York
-$49.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.8M
4
Goldman Sachs
Goldman Sachs
New York
-$23.4M
5
PC
PointState Capital
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
401
Advisors Asset Management
Colorado
– -$452K -9,114 Closed
E
402
Ergoteles
New York
– -$414K -8,358 Closed
II
403
Inspire Investing
Idaho
– -$401K -8,097 Closed
GCP
404
GSA Capital Partners
United Kingdom
– -$384K -7,755 Closed
BCM
405
Beddow Capital Management
Wyoming
– -$362K -7,300 Closed
Verition Fund Management
406
Verition Fund Management
Connecticut
– -$322K -6,497 Closed
VF
407
Virtu Financial
New York
– -$313K -6,321 Closed
CC
408
Corton Capital
Ontario, Canada
– -$298K -6,019 Closed
CIA
409
Capital Investment Advisors
Georgia
– -$285K -5,755 Closed
DU
410
Delphia (USA)
Ontario, Canada
– -$274K -5,530 Closed
DCM
411
Dupont Capital Management
Delaware
– -$269K -5,431 Closed
GIM
412
Greylin Investment Management
Virginia
– -$268K -5,415 Closed
AT
413
American Trust
Kentucky
– -$254K -5,132 Closed
CG
414
Carmignac Gestion
France
– -$248K -5,000 Closed
AIA
415
Avalon Investment & Advisory
Texas
– -$245K -4,935 Closed
KA
416
Kovack Advisors
Florida
– -$239K -4,814 Closed
SRC
417
Sage Rhino Capital
California
– -$235K -4,745 Closed
AAS
418
Avantax Advisory Services
Texas
– -$231K -4,659 Closed
ATC
419
Argent Trust Co
Tennessee
– -$227K -4,588 Closed
SI
420
Saxon Interests
Texas
– -$217K -4,581 Closed
DWT
421
Dorsey & Whitney Trust
South Dakota
– -$225K -4,549 Closed
FCI
422
Financial Counselors Inc
Kansas
– -$225K -4,546 Closed
TC
423
TownSquare Capital
Utah
– -$211K -4,251 Closed
PFO
424
Pathstone Family Office
New Jersey
– -$208K -4,203 Closed
WCM
425
Weik Capital Management
Pennsylvania
– -$204K -4,125 Closed
15 16
17
18 19

HP Hedge Fund Activity: Q1 2023 in Review

378 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2023, worth a combined $3.47B — down 24% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of HP and 58 opened new positions — a net loss of 15 holders — while 131 trimmed existing stakes and 137 added.

The largest buyer was Vanguard Group, adding an estimated $28.5M. The largest seller was AllianceBernstein, cutting an estimated $116M.

  • 378 institutional investors held Helmerich & Payne (HP) as of Q1 2023, down from 397 in Q4 2022.
  • Funds reported $3.47B of Helmerich & Payne stock for Q1 2023, down 24% quarter-over-quarter.
  • 58 funds opened new Helmerich & Payne positions in Q1 2023 and 73 closed out, a net change of -15 holders.
  • The largest Helmerich & Payne buyer in Q1 2023 was Vanguard Group, an estimated $28.5M added.
  • The largest Helmerich & Payne seller in Q1 2023 was AllianceBernstein, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2023.