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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
GLI
501
Guardian Life Insurance
New York
$32K +$1.06K +15 +4%
BCM
502
Blume Capital Management
California
$31K
RFA
503
Reilly Financial Advisors
California
$31K
CIA
504
Cascade Investment Advisors
Oregon
$31K +$28.4K +400 New
GXMC
505
Global X Management Company
New York
$30K +$10.8K +152 +64%
EA
506
Edge Advisors
Georgia
$29K +$27.8K +391 New
AF
507
Arrow Financial
New York
$28K -$11.4K -160 -31%
PIA
508
Piedmont Investment Advisors
North Carolina
$23.7K +$21.6K +304 +15,200%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$23K +$20.4K +287 New
QCG
510
Quadrant Capital Group
Ohio
$21K -$426 -6 -2%
SAM
511
Shamrock Asset Management
Texas
$21K
GEA
512
Glen Eagle Advisors
New Jersey
$19.4K +$17.8K +250 New
PFBT
513
Parkside Financial Bank & Trust
Missouri
$17K +$11.6K +164 +278%
TCM
514
TD Capital Management
Tennessee
$16K +$142 +2 +1%
BIG
515
Bellwether Investment Group
Tennessee
$16K +$14.6K +205 New
EWM
516
Evercore Wealth Management
New York
$16K +$14.9K +210 New
CFA
517
Carroll Financial Associates
North Carolina
$15K
TC
518
Trust Company
Kansas
$15K
JWA
519
JFS Wealth Advisors
Pennsylvania
$14K
WTB
520
Washington Trust Bank
Washington
$14K +$11.8K +166 +1,509%
GAM
521
Gemmer Asset Management
California
$13K
BG
522
Bollard Group
Massachusetts
$13K +$142 +2 +1%
GI
523
Gradient Investments
Minnesota
$12K -$5.4M -76,011 -100%
AC
524
Alexandria Capital
Virginia
$12K -$994 -14 -8%
IPC
525
Independent Portfolio Consultants
Florida
$12K

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.