Helmerich & Payne
383 hedge funds and large institutions have $3.83B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 52 closing their positions.
29% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $10.7M
2.59% more ownership
Funds ownership: 104.85% → 107.44% (+2.6%)
5% less funds holding
Funds holding: 402 → 383 (-19)
11% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 149
12% less capital invested
Capital invested by funds: $4.36B → $3.83B (-$524M)
27% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 52
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$19.8M |
| 2 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$19.7M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$18.1M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$15.6M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$11.7M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$11.3M |
| 3 |
Man Group
London,
United Kingdom
|
-$7.94M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.16M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$5.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWMG
426
Private Wealth Management Group
Princeton,
New Jersey
| – | -$8.66K | -206 | Closed |
|
|
FGAM
427
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$7.23K | -171 | Closed |
|
|
FFC
428
First Financial Corp
Terre Haute,
Indiana
| – | -$4K | -95 | Closed |
|
|
AWM
429
Avior Wealth Management
Omaha,
Nebraska
| – | -$3.49K | -83 | Closed |
|
430
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$2.4K | -57 | Closed |
|
|
QL
431
Quarry LP
New York
| – | -$1.22K | -29 | Closed |
|
|
GWM
432
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.01K | -24 | Closed |
|
|
PWMG
433
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$758 | -18 | Closed |
|
|
WCM
434
Westend Capital Management
Sausalito,
California
| – | -$631 | -15 | Closed |
|
|
TWP
435
TFO Wealth Partners
Maumee,
Ohio
| – | -$294 | -7 | Closed |
|
HP Hedge Fund Activity: Q2 2024 in Review
383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2024, worth a combined $3.83B — down 12% from $4.36B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of HP and 38 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 132 added.
The largest buyer was American Century Companies, adding an estimated $19.8M. The largest seller was BlackRock, cutting an estimated $11.7M.
- 383 institutional investors held Helmerich & Payne (HP) as of Q2 2024, down from 402 in Q1 2024.
- Funds reported $3.83B of Helmerich & Payne stock for Q2 2024, down 12% quarter-over-quarter.
- 38 funds opened new Helmerich & Payne positions in Q2 2024 and 52 closed out, a net change of -14 holders.
- The largest Helmerich & Payne buyer in Q2 2024 was American Century Companies, an estimated $19.8M added.
- The largest Helmerich & Payne seller in Q2 2024 was BlackRock, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2024.