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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
V
451
Veritable
Delaware
$244K +$3.2K +45 +1%
SSB
452
Sandy Spring Bank
Maryland
$239K
QI
453
QS Investors
New York
$235K +$56.8K +800 +36%
FRM
454
Fox Run Management
Connecticut
$232K -$78.1K -1,100 -27%
CLOS
455
Compagnie Lombard Odier SCmA
Switzerland
$232K
YMRC
456
Yorktown Management & Research Company
Virginia
$232K +$213K +3,000 New
KT
457
Kanaly Trust
Texas
$224K -$124K -1,744 -38%
SF
458
Synovus Financial
Georgia
$220K -$13.4K -189 -6%
SBIA
459
Sheaff Brock Investment Advisors
Indiana
$219K +$201K +2,829 New
William Blair & Company
460
William Blair & Company
Illinois
$218K +$200K +2,822 New
TMAM
461
Tokio Marine Asset Management
Japan
$217K -$113K -1,590 -36%
CAI
462
Capital Advisors Inc
Oklahoma
$215K +$198K +2,782 New
IAA
463
Independent Advisor Alliance
North Carolina
$213K +$194K +2,728 New
CI
464
Conning Inc
Connecticut
$212K +$194K +2,738 New
WT
465
Washington Trust
Rhode Island
$211K +$194K +2,725 New
Verition Fund Management
466
Verition Fund Management
Connecticut
$210K +$193K +2,717 New
TH
467
Timber Hill
Connecticut
$208K -$2.67M -37,604 -93%
CC
468
ClearArc Capital
Ohio
$205K +$188K +2,649 New
FMW
469
Farr Miller & Washington
District of Columbia
$204K +$188K +2,642 New
MSV
470
MN Services Vermogensbeheer
Netherlands
$203K
DWM
471
Destination Wealth Management
California
$201K -$28.4K -400 -13%
AssetMark Inc
472
AssetMark Inc
California
$195K -$25.6K -360 -12%
AIM
473
Acrospire Investment Management
Illinois
$186K +$170K +2,400 New
EOJOAM
474
E. Ohman J:or Asset Management
Sweden
$186K
OMCS
475
Old Mutual Customised Solutions
South Africa
$178K +$71K +1,000 +77%

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.