Helmerich & Payne
509 hedge funds and large institutions have $6.72B invested in Helmerich & Payne in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 167 reducing their positions, and 48 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
60% more call options, than puts
Call options by funds: $124M | Put options by funds: $77.5M
50% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 48
18% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 167
8% more capital invested
Capital invested by funds: $6.22B → $6.72B (+$507M)
4% more funds holding
Funds holding: 489 → 509 (+20)
0.55% more ownership
Funds ownership: 107.81% → 108.37% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$76M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$49.9M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$37.4M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$27.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$156M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$34.9M |
| 3 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
-$21.4M |
| 4 |
VanEck Associates
New York
|
-$20M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$17.8M |
HP Hedge Fund Activity: Q1 2016 in Review
509 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2016, worth a combined $6.72B — up 8.2% from $6.22B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new HP positions and 48 closed out — a net gain of 24 holders — while 197 added to existing stakes and 167 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $76M. The largest seller was Capital World Investors, cutting an estimated $156M.
- 509 institutional investors held Helmerich & Payne (HP) as of Q1 2016, up from 489 in Q4 2015.
- Funds reported $6.72B of Helmerich & Payne stock for Q1 2016, up 8.2% quarter-over-quarter.
- 72 funds opened new Helmerich & Payne positions in Q1 2016 and 48 closed out, a net change of +24 holders.
- The largest Helmerich & Payne buyer in Q1 2016 was Royal London Asset Management, an estimated $76M added.
- The largest Helmerich & Payne seller in Q1 2016 was Capital World Investors, an estimated $156M sold.
Based on aggregated 13F filings for Q1 2016.