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Helmerich & Payne

511 hedge funds and large institutions have $5.07B invested in Helmerich & Payne in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 180

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.1% less ownership

Funds ownership: 90.74%90.64% (-0.1%)

1% less funds holding

Funds holding: 516511 (-5)

9% less capital invested

Capital invested by funds: $5.56B → $5.07B (-$495M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less call options, than puts

Call options by funds: $31.2M | Put options by funds: $62.5M

Holders
511
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
11.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
49
Increased
200
Reduced
180
Closed
48
Calls
$31.2M
Puts
$62.5M
Net Calls
-$31.3M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
476
Harel Insurance Investments & Financial Services
Israel
$7K
PFBT
477
Parkside Financial Bank & Trust
Missouri
$6K -$15.9K -288 -73%
OC
478
Oakworth Capital
Alabama
$6K -$1.65K -30 -21%
ADL
479
Asset Dedication LLC
California
$6K
LJHT
480
Laurie J. Hall Trustee
$6K
SIM
481
Sonora Investment Management
Arizona
$6K +$826 +15 +15%
NCM
482
Next Capital Management
New York
$6K +$6.28K +114 New
CIA
483
Cascade Investment Advisors
Oregon
$5.06K
SLF
484
Sun Life Financial
Ontario, Canada
$5K -$5.34K -97 -52%
PCP
485
Proficio Capital Partners
Massachusetts
$5K -$2.31K -42 -28%
ZB
486
Zions Bancorporation
Utah
$5K -$1.87K -34 -24%
GRP
487
Global Retirement Partners
California
$5K
TFO
488
Tarbox Family Office
California
$5K +$495 +9 +11%
SCA
489
Stonebridge Capital Advisors
Minnesota
$5K +$5.5K +100 New
PCFFS
490
Pacific Center for Financial Services
California
$4K
GWS
491
Glassman Wealth Services
Virginia
$3K -$1.1K -20 -26%
SFSIG
492
San Francisco Sentry Investment Group
California
$3K -$440 -8 -11%
AF
493
Allworth Financial
California
$3K
CBT
494
Central Bank & Trust
Kentucky
$3K
EARNEST Partners
495
EARNEST Partners
Georgia
$3K
FRA
496
Front Row Advisors
California
$3K
PFSC
497
Peoples Financial Services Corp
Pennsylvania
$3K
CI
498
CX Institutional
Indiana
$3K +$1.6K +29 +112%
SWA
499
Sutton Wealth Advisors
Florida
$2.48K
LWM
500
Liberty Wealth Management
California
$2K -$31.4K -570 -95%

HP Hedge Fund Activity: Q2 2019 in Review

511 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2019, worth a combined $5.07B — down 8.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HP positions and 48 closed out — a net gain of 1 holder — while 200 added to existing stakes and 180 trimmed.

The largest buyer was Bank of America, adding an estimated $37.2M. The largest seller was Citadel Advisors, cutting an estimated $59.9M.

  • 511 institutional investors held Helmerich & Payne (HP) as of Q2 2019, down from 516 in Q1 2019.
  • Funds reported $5.07B of Helmerich & Payne stock for Q2 2019, down 8.9% quarter-over-quarter.
  • 49 funds opened new Helmerich & Payne positions in Q2 2019 and 48 closed out, a net change of +1 holder.
  • The largest Helmerich & Payne buyer in Q2 2019 was Bank of America, an estimated $37.2M added.
  • The largest Helmerich & Payne seller in Q2 2019 was Citadel Advisors, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2019.