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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
SWA
501
Sutton Wealth Advisors
Florida
$2.72K
PFO
502
Pathstone Family Office
New Jersey
$2K
SIS
503
Sound Income Strategies
Florida
$2K
VFA
504
Valeo Financial Advisors
Indiana
$2K
WEC
505
Winslow Evans & Crocker
Massachusetts
$2K +$981 +18 New
CFG
506
Citizens Financial Group
Rhode Island
$2K +$2.07K +38 New
PA
507
Parallel Advisors
California
$1K -$9.59K -176 -88%
APC
508
Aspire Private Capital
North Carolina
$1K
AC
509
Avestar Capital
New York
$1K
TCA
510
Tortoise Capital Advisors
Kansas
$1K
WCM
511
WealthBridge Capital Management
Ohio
$1K
CI
512
CX Institutional
Indiana
$1K +$1.42K +26 New
RCAG
513
Rehmann Capital Advisory Group
Michigan
$333 +$272 +5 +500%
GT
514
Glenmede Trust
Pennsylvania
$159 +$114K +2,094 +268%
TIM
515
Thornburg Investment Management
New Mexico
-$23.6M -491,994 Closed
HI
516
Honeywell International
North Carolina
-$7.11M -148,400 Closed
Squarepoint
517
Squarepoint
New York
-$6.07M -126,524 Closed
OAM
518
Oxford Asset Management
United Kingdom
-$3.59M -74,944 Closed
NAM
519
NorthCoast Asset Management
Connecticut
-$3.53M -73,611 Closed
SEC
520
Seven Eight Capital
New York
-$2.77M -57,824 Closed
RPI
521
Railway Pension Investments
United Kingdom
-$2.31M -48,267 Closed
Korea Investment Corp
522
Korea Investment Corp
South Korea
-$1.74M -36,300 Closed
SFI
523
Susquehanna Fundamental Investments
Pennsylvania
-$1.55M -32,300 Closed
PI
524
PEAK6 Investments
Illinois
-$1.65M -30,238 Closed
PIA
525
Piedmont Investment Advisors
North Carolina
-$1.28M -26,631 Closed

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.