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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
POIA
476
Pin Oak Investment Advisors
Texas
$10K +$8.41K +150 New
ADL
477
Asset Dedication LLC
California
$8K +$7.18K +128 New
EWM
478
Evercore Wealth Management
New York
$7K -$2.35K -42 -29%
KA
479
Kaizen Advisory
Illinois
$7K +$6.05K +108 New
EARNEST Partners
480
EARNEST Partners
Georgia
$7K +$6.11K +109 New
CIA
481
Cascade Investment Advisors
Oregon
$6.46K
CCM
482
Cribstone Capital Management
Maine
$6K
GRP
483
Global Retirement Partners
California
$6K
SCM
484
Stumpf Capital Management
Arizona
$6K +$5.61K +100 New
WTB
485
Washington Trust Bank
Washington
$5K -$6.17K -110 -58%
PCFFS
486
Pacific Center for Financial Services
California
$5K
TFO
487
Tarbox Family Office
California
$5K
GFP
488
Gryphon Financial Partners
Ohio
$5K +$4.54K +81 New
SPI
489
Santori & Peters Inc
Pennsylvania
$5K +$4.88K +87 New
QT
490
Quantbot Technologies
New York
$4K -$981K -17,501 -100%
AF
491
Allworth Financial
California
$4K
CTC
492
Central Trust Company
Missouri
$4K
PFSC
493
Peoples Financial Services Corp
Pennsylvania
$4K
SFSIG
494
San Francisco Sentry Investment Group
California
$4K
LJHT
495
Laurie J. Hall Trustee
$3K -$1.12K -20 -29%
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$3K
OFW
497
Omnia Family Wealth
Florida
$3K
PK
498
Pflug Koory
Nebraska
$3K
PMFA
499
Plante Moran Financial Advisors
Michigan
$3K
GWS
500
Glassman Wealth Services
Virginia
$3K +$1.74K +31 +148%

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.