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Helmerich & Payne

516 hedge funds and large institutions have $5.56B invested in Helmerich & Payne in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 196 increasing their positions, 163 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $31M

20% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 163

19% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 53

13% more capital invested

Capital invested by funds: $4.92B → $5.56B (+$645M)

1% more funds holding

Funds holding: 510516 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.42% less ownership

Funds ownership: 94.16%90.74% (-3.4%)

Holders
516
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
11.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
196
Reduced
163
Closed
53
Calls
$55.6M
Puts
$31M
Net Calls
+$24.6M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Edge Wealth Management
New York
$17K
GLI
452
Guardian Life Insurance
New York
$17K
SBL
453
Sargent Bickham Lagudis
Colorado
$17K
JCM
454
Jacobi Capital Management
Pennsylvania
$15K
TWA
455
TCI Wealth Advisors
Arizona
$15K
VCM
456
Versant Capital Management
Arizona
$14K +$11.3K +208 +392%
RIA
457
Realta Investment Advisors
Delaware
$14K +$13.3K +245 New
GEA
458
Glen Eagle Advisors
New Jersey
$13.9K
WPA
459
West Paces Advisors
Georgia
$13.3K
CAM
460
Cresset Asset Management
Illinois
$13K -$5.12K -94 -28%
GCM
461
Gables Capital Management
Florida
$12K -$1.03K -19 -8%
BCA
462
Berman Capital Advisors
Georgia
$12K -$708 -13 -5%
CAW
463
Cornerstone Advisors (Washington)
Washington
$12K
O
464
Ossiam
France
$12K +$11.3K +207 New
SI
465
Sprott Inc
Ontario, Canada
$11.3K +$2.59M +47,462 +30%
AA
466
AlphaMark Advisors
Kentucky
$11K -$19K -349 -64%
TCM
467
TD Capital Management
Tennessee
$11K
TC
468
Trust Company
Kansas
$11K
YWP
469
YorkBridge Wealth Partners
New York
$11K
EFSCE
470
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$1.09K +20 +12%
SLF
471
Sun Life Financial
Ontario, Canada
$10K -$6.32K -116 -38%
FHA
472
First Horizon Advisors
Tennessee
$10K +$4.25K +78 +66%
RA
473
Rational Advisors
New York
$10K +$9.21K +169 +1,690%
GAM
474
Gemmer Asset Management
California
$9K
PCP
475
Proficio Capital Partners
Massachusetts
$8K -$5.94K -109 -42%

HP Hedge Fund Activity: Q1 2019 in Review

516 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2019, worth a combined $5.56B — up 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HP positions and 53 closed out — a net gain of 10 holders — while 196 added to existing stakes and 163 trimmed.

The largest buyer was Capital International Investors, adding an estimated $69.8M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 516 institutional investors held Helmerich & Payne (HP) as of Q1 2019, up from 510 in Q4 2018.
  • Funds reported $5.56B of Helmerich & Payne stock for Q1 2019, up 13% quarter-over-quarter.
  • 63 funds opened new Helmerich & Payne positions in Q1 2019 and 53 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q1 2019 was Capital International Investors, an estimated $69.8M added.
  • The largest Helmerich & Payne seller in Q1 2019 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2019.