Helmerich & Payne
540 hedge funds and large institutions have $8.5B invested in Helmerich & Payne in 2013 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 193 increasing their positions, 202 reducing their positions, and 34 closing their positions.
150% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 34
100% more funds holding in top 10
Funds holding in top 10: 8 → 16 (+8)
61% more call options, than puts
Call options by funds: $165M | Put options by funds: $103M
20% more capital invested
Capital invested by funds: $7.11B → $8.5B (+$1.39B)
10% more funds holding
Funds holding: 491 → 540 (+49)
4% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 202
2.52% less ownership
Funds ownership: 96.86% → 94.34% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$43.1M |
| 2 |
Bank of New York Mellon
New York
|
+$42.2M |
| 3 |
SCM
Sandler Capital Management
New York
|
+$40.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$30.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$81.7M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$81.3M |
| 3 |
First Eagle Investment Management
New York
|
-$74.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$48.9M |
| 5 |
BCM
Becker Capital Management
Portland,
Oregon
|
-$31.9M |
HP Hedge Fund Activity: Q4 2013 in Review
540 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2013, worth a combined $8.5B — up 20% from $7.11B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new HP positions and 34 closed out — a net gain of 51 holders — while 193 added to existing stakes and 202 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $43.1M. The largest seller was American Century Companies, cutting an estimated $81.7M.
- 540 institutional investors held Helmerich & Payne (HP) as of Q4 2013, up from 491 in Q3 2013.
- Funds reported $8.5B of Helmerich & Payne stock for Q4 2013, up 20% quarter-over-quarter.
- 85 funds opened new Helmerich & Payne positions in Q4 2013 and 34 closed out, a net change of +51 holders.
- The largest Helmerich & Payne buyer in Q4 2013 was Goldman Sachs, an estimated $43.1M added.
- The largest Helmerich & Payne seller in Q4 2013 was American Century Companies, an estimated $81.7M sold.
Based on aggregated 13F filings for Q4 2013.