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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
AF
476
Arrow Financial
New York
$8K
OC
477
Oakworth Capital
Alabama
$8K
POIA
478
Pin Oak Investment Advisors
Texas
$8K
SWM
479
SeaCrest Wealth Management
New York
$8K
ZB
480
Zions Bancorporation
Utah
$8K +$7.63K +140 New
ADL
481
Asset Dedication LLC
California
$7K
HIIFS
482
Harel Insurance Investments & Financial Services
Israel
$6K -$10.7K -196 -37%
LJHT
483
Laurie J. Hall Trustee
$6K
SIM
484
Sonora Investment Management
Arizona
$6K
CIA
485
Cascade Investment Advisors
Oregon
$5.56K
FC
486
Ferris Capital
Massachusetts
$5K -$2.83K -52 -35%
GRP
487
Global Retirement Partners
California
$5K
TFO
488
Tarbox Family Office
California
$5K
MNBTD
489
Moody National Bank Trust Division
Texas
$5K +$4.63K +85 New
C
490
Cerebellum
California
$5K +$5.23K +96 New
IA
491
IFP Advisors
Florida
$4K -$28.6K -525 -89%
PCFFS
492
Pacific Center for Financial Services
California
$4K
SFSIG
493
San Francisco Sentry Investment Group
California
$4K +$436 +8 +13%
GWS
494
Glassman Wealth Services
Virginia
$4K +$1.91K +35 +81%
CBT
495
Central Bank & Trust
Kentucky
$3K -$44.5K -817 -94%
AF
496
Allworth Financial
California
$3K
EARNEST Partners
497
EARNEST Partners
Georgia
$3K
FRA
498
Front Row Advisors
California
$3K
PFSC
499
Peoples Financial Services Corp
Pennsylvania
$3K
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$3K +$381 +7 +17%

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.