Helmerich & Payne
385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.
8% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 51
1% more funds holding
Funds holding: 383 → 385 (+2)
0.28% less ownership
Funds ownership: 107.44% → 107.15% (-0.28%)
4% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 137
16% less capital invested
Capital invested by funds: $3.83B → $3.23B (-$607M)
77% less call options, than puts
Call options by funds: $10.1M | Put options by funds: $44.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$17M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$16.2M |
| 3 |
BlackRock
New York
|
+$14.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$13.9M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$39.4M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$34.5M |
| 3 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$30.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.4M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$14.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
426
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$5.06K | -140 | Closed |
|
|
HI
427
Harbour Investments
Madison,
Wisconsin
| – | -$4.52K | -125 | Closed |
|
|
IAIM
428
International Assets Investment Management
Orlando,
Florida
| – | -$3.61K | -100 | Closed |
|
|
RWMG
429
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$3.61K | -100 | Closed |
|
|
WIA
430
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | -$4.21K | -100 | Closed |
|
|
CWC
431
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$2.53K | -70 | Closed |
|
|
CFO
432
CVA Family Office
Denver,
Colorado
| – | -$2.17K | -60 | Closed |
|
|
OC
433
Oakworth Capital
Birmingham,
Alabama
| – | -$2.06K | -57 | Closed |
|
|
RWM
434
Ruedi Wealth Management
Champaign,
Illinois
| – | -$1.66K | -46 | Closed |
|
435
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$890 | -25 | Closed |
|
|
HWM
436
Hemington Wealth Management
Falls Church,
Virginia
| – | +$933 | +27 | New |
|
HP Hedge Fund Activity: Q3 2024 in Review
385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.
The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.
- 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
- Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
- 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
- The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
- The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.
Based on aggregated 13F filings for Q3 2024.