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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
NFG
476
Next Financial Group
Texas
$154K +$12.4K +175 +10%
IWA
477
IBEX Wealth Advisors
New Jersey
$148K +$135K +1,900 New
EDRH
478
Edmond de Rothschild Holding
Switzerland
$147K -$21.3K -300 -14%
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$143K +$16.6K +234 +14%
M
480
MOTCO
Texas
$132K
BMM
481
Buffington Mohr McNeal
Idaho
$127K -$14.2K -200 -11%
MFS
482
MSI Financial Services
Massachusetts
$124K -$2.77K -39 -2%
NCM
483
Nelson Capital Management
California
$116K
SO
484
STRS Ohio
Ohio
$115K -$12.6K -177 -11%
APSP
485
Asset Planning Services (Pennsylvania)
Pennsylvania
$108K
ATC
486
Adirondack Trust Company
New York
$107K -$13.5K -190 -12%
MWM
487
MinichMacGregor Wealth Management
New York
$102K +$93.8K +1,320 New
VFA
488
Virtus Fund Advisers
Connecticut
$87K
TF
489
Tompkins Financial
New York
$76K -$32K -451 -32%
MUS
490
Mitsubishi UFJ Securities
Japan
$66K +$60.4K +850 New
CPA
491
Cowen Prime Advisors
New York
$62K
FHA
492
First Horizon Advisors
Tennessee
$56K
ARMT
493
Amica Retiree Medical Trust
Rhode Island
$55K
AIL
494
AGF Investments LLC
Ontario, Canada
$53K +$47.2K +664 New
EFSCE
495
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$16.3K +229 +61%
MBT
496
Montecito Bank & Trust
California
$46K +$41.9K +590 New
VFM
497
Viking Fund Management
North Dakota
$46K +$42.6K +600 New
SIC
498
Salem Investment Counselors
North Carolina
$45K
IDBONY
499
Israel Discount Bank of New York
New York
$45K +$40.8K +575 New
AIM
500
Advantage Investment Management
Iowa
$44K -$14.2K -200 -26%

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.