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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
NIM
426
NuWave Investment Management
New Jersey
$54K +$51.9K +952 +9,520%
PHK
427
Point72 Hong Kong
Hong Kong
$53K -$24.2K -445 -32%
CIA
428
CSat Investment Advisory
Michigan
$52K +$14.3K +262 +39%
CPA
429
Cowen Prime Advisors
New York
$44K
Capstone Investment Advisors
430
Capstone Investment Advisors
New York
$44K +$43.1K +791 New
FMT
431
First Mercantile Trust
Tennessee
$38K -$14.7K -270 -28%
FL
432
Fort LP
Maryland
$38K +$36.9K +678 New
CIAS
433
Capital Investment Advisory Services
North Carolina
$36K
AWM
434
Arbor Wealth Management
Florida
$35K
LWM
435
Liberty Wealth Management
California
$33K +$2.56K +47 +8%
SF
436
Synovus Financial
Georgia
$33K +$9.81K +180 +45%
FCA
437
FinTrust Capital Advisors
South Carolina
$31K
RFA
438
Reilly Financial Advisors
California
$29K +$6.48K +119 +30%
TL
439
TrueWealth LLC
Georgia
$28K
CFB
440
Cullen/Frost Bankers
Texas
$28K +$27.7K +508 New
FHB
441
First Hawaiian Bank
Hawaii
$27K -$15.5K -285 -37%
CBOA
442
Commonwealth Bank of Australia
Australia
$27K +$16.3K +300 +150%
BAM
443
Bruderman Asset Management
New York
$26K
HL
444
Harding Loevner
New Jersey
$23K
AssetMark Inc
445
AssetMark Inc
California
$23K +$1.52K +28 +7%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$22K -$490 -9 -2%
LC
447
Lindbrook Capital
California
$22K
BCM
448
Blume Capital Management
California
$22K +$163 +3 +0.8%
QCG
449
Quadrant Capital Group
Ohio
$20K -$10.9K -201 -33%
IDBONY
450
Israel Discount Bank of New York
New York
$19K

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.