We are live on ! Find out more
HP icon

Helmerich & Payne

514 hedge funds and large institutions have $7.54B invested in Helmerich & Payne in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 156 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

72% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 47

24% more capital invested

Capital invested by funds: $6.06B → $7.54B (+$1.47B)

7% more funds holding

Funds holding: 482514 (+32)

0.11% more ownership

Funds ownership: 107.25%107.36% (+0.11%)

18% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 191

40% less call options, than puts

Call options by funds: $54.4M | Put options by funds: $90.5M

Holders
514
Holders Change
+32
Holders Change %
+6.64%
% of All Funds
11.66%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
81
Increased
156
Reduced
191
Closed
47
Calls
$54.4M
Puts
$90.5M
Net Calls
-$36.1M
Net Calls Change
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Stratos Wealth Partners
Ohio
$23K +$20.4K +363 New
JCM
452
Jacobi Capital Management
Pennsylvania
$21K
TG
453
TLP Group
Illinois
$21K +$3.14K +56 +21%
SWM
454
SeaCrest Wealth Management
New York
$21K +$18.2K +325 New
HS
455
Horan Securities
United States
$19K
EFSCE
456
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$2.07K +37 +17%
TWA
457
TCI Wealth Advisors
Arizona
$17K +$11.8K +210 +375%
GEA
458
Glen Eagle Advisors
New Jersey
$16.2K
SWA
459
Sutton Wealth Advisors
Florida
$16K +$11.1K +198 +404%
WPA
460
West Paces Advisors
Georgia
$15.5K +$13.5K +240 New
SLF
461
Sun Life Financial
Ontario, Canada
$15K -$31.2K -557 -70%
PCP
462
Proficio Capital Partners
Massachusetts
$15K +$1.96K +35 +18%
YWP
463
YorkBridge Wealth Partners
New York
$14K
IWM
464
IHT Wealth Management
Illinois
$14K +$6.39K +114 +134%
TCM
465
TD Capital Management
Tennessee
$13K
TC
466
Trust Company
Kansas
$13K
RE
467
RBC Europe
United Kingdom
$12.9K
HL
468
Harding Loevner
New Jersey
$12K
FGC
469
Financial Gravity Companies
Texas
$12K +$9.7K +173 New
KJWM
470
Kiley Juergens Wealth Management
Washington
$12K +$11.2K +200 New
CAW
471
Cornerstone Advisors (Washington)
Washington
$11K
HIIFS
472
Harel Insurance Investments & Financial Services
Israel
$11K
BG
473
Bollard Group
Massachusetts
$11K +$112 +2 +1%
CA
474
Calton & Associates
Florida
$11K +$8.86K +158 New
AF
475
Arrow Financial
New York
$10K -$2.8K -50 -25%

HP Hedge Fund Activity: Q4 2017 in Review

514 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2017, worth a combined $7.54B — up 24% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HP positions and 47 closed out — a net gain of 34 holders — while 156 added to existing stakes and 191 trimmed.

The largest buyer was Capital World Investors, adding an estimated $64.9M. The largest seller was NN Investment Partners Holdings, cutting an estimated $58.4M.

  • 514 institutional investors held Helmerich & Payne (HP) as of Q4 2017, up from 482 in Q3 2017.
  • Funds reported $7.54B of Helmerich & Payne stock for Q4 2017, up 24% quarter-over-quarter.
  • 81 funds opened new Helmerich & Payne positions in Q4 2017 and 47 closed out, a net change of +34 holders.
  • The largest Helmerich & Payne buyer in Q4 2017 was Capital World Investors, an estimated $64.9M added.
  • The largest Helmerich & Payne seller in Q4 2017 was NN Investment Partners Holdings, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2017.