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Helmerich & Payne

558 hedge funds and large institutions have $8.61B invested in Helmerich & Payne in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 176 increasing their positions, 208 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more funds holding

Funds holding: 504558 (+54)

6% more capital invested

Capital invested by funds: $8.1B → $8.61B (+$510M)

8.95% less ownership

Funds ownership: 111.79%102.84% (-8.9%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 208

71% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $233M

Holders
558
Holders Change
+54
Holders Change %
+10.71%
% of All Funds
13.95%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
103
Increased
176
Reduced
208
Closed
41
Calls
$66.5M
Puts
$233M
Net Calls
-$167M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
426
Fayerweather Charles
$298K -$192K -2,710 -41%
RI
427
Ridgewood Investments
New Jersey
$297K +$273K +3,840 New
BHIA
428
Birch Hill Investment Advisors
Massachusetts
$294K
Thrivent Financial for Lutherans
429
Thrivent Financial for Lutherans
Minnesota
$291K +$14.9K +210 +6%
SFM
430
Systematic Financial Management
New Jersey
$284K +$260K +3,665 New
AHB
431
Abner Herrman & Brock
New Jersey
$276K
DRD
432
Dennis R. Delaney
$273K -$55.1K -776 -18%
PAM
433
Princeton Alpha Management
New Jersey
$273K +$251K +3,531 New
NPC
434
National Planning Corporation
California
$272K
CCIA
435
Campbell & Co Investment Adviser
Maryland
$272K +$250K +3,519 New
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$271K +$355 +5 +0.1%
AZA
437
Arthur Zaske & Associates
Michigan
$271K +$249K +3,500 New
HC
438
Hawkins Capital
Texas
$270K
MERSOM
439
Municipal Employees' Retirement System of Michigan
Michigan
$266K -$133K -1,870 -35%
CA
440
Commerzbank Aktiengesellschaft
Germany
$265K +$243K +3,427 New
GAM
441
Gotham Asset Management
New York
$262K -$376K -5,299 -61%
CAM
442
Carret Asset Management
New York
$261K
IR
443
Invictus RG
Bermuda
$260K +$50.3K +708 +27%
AIM
444
Anchor Investment Management
South Carolina
$257K
CA
445
Cetera Advisors
Colorado
$255K +$234K +3,301 New
CSS
446
Cubist Systematic Strategies
Connecticut
$254K -$16.5K -233 -7%
APP
447
Avantax Planning Partners
Iowa
$253K +$232K +3,265 New
AA
448
AlphaMark Advisors
Kentucky
$250K +$10.7K +150 +5%
CS
449
Comerica Securities
Michigan
$250K +$230K +3,234 New
CII
450
Capital International Inc
California
$248K +$156K +2,200 +220%

HP Hedge Fund Activity: Q4 2016 in Review

558 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2016, worth a combined $8.61B — up 6.3% from $8.1B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new HP positions and 41 closed out — a net gain of 62 holders — while 176 added to existing stakes and 208 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $60.4M. The largest seller was American International Group, cutting an estimated $483M.

  • 558 institutional investors held Helmerich & Payne (HP) as of Q4 2016, up from 504 in Q3 2016.
  • Funds reported $8.61B of Helmerich & Payne stock for Q4 2016, up 6.3% quarter-over-quarter.
  • 103 funds opened new Helmerich & Payne positions in Q4 2016 and 41 closed out, a net change of +62 holders.
  • The largest Helmerich & Payne buyer in Q4 2016 was Ninety One (UK), an estimated $60.4M added.
  • The largest Helmerich & Payne seller in Q4 2016 was American International Group, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2016.