Helmerich & Payne
444 hedge funds and large institutions have $4.45B invested in Helmerich & Payne in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 126 increasing their positions, 186 reducing their positions, and 65 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
12% more capital invested
Capital invested by funds: $3.97B → $4.45B (+$478M)
11% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 65
0.02% more ownership
Funds ownership: 90.57% → 90.59% (+0.02%)
1% less call options, than puts
Call options by funds: $35.2M | Put options by funds: $35.4M
1% less funds holding
Funds holding: 448 → 444 (-4)
32% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 186
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$76.5M |
| 2 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$43.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$40.9M |
| 4 |
Millennium Management
New York
|
+$34.4M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$32.7M |
Top Sellers
| 1 |
Capital International Investors
Los Angeles,
California
|
-$193M |
| 2 |
State Street
Boston,
Massachusetts
|
-$39.7M |
| 3 |
BlackRock
New York
|
-$30.3M |
| 4 |
HA
Homestead Advisers
Arlington,
Virginia
|
-$17.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
501
Alpha Windward
Westwood,
Massachusetts
| – | -$15K | -376 | Closed |
|
|
IA
502
IFP Advisors
Tampa,
Florida
| – | -$14.2K | -355 | -98% |
|
|
SPIA
503
Steward Partners Investment Advisory
New York
| – | -$9.79K | -244 | -93% |
|
504
Korea Investment Corp
Seoul,
South Korea
| – | -$8K | -200 | Closed |
|
|
LC
505
Lindbrook Capital
Calabasas,
California
| – | -$1.48K | -37 | -82% |
|
|
LWM
506
Liberty Wealth Management
Oakland,
California
| – | -$1K | -32 | Closed |
|
|
AIC
507
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -18 | Closed |
|
|
AA
508
Advisory Alpha
Holland,
Michigan
| – | -$473 | -13 | Closed |
|
|
AS
509
Altshuler Shaham
Tel Aviv,
Israel
| – | +$321 | +8 | New |
|
|
GWS
510
Glassman Wealth Services
Vienna,
Virginia
| – | +$321 | +8 | +400% |
|
HP Hedge Fund Activity: Q4 2019 in Review
444 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2019, worth a combined $4.45B — up 12% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new HP positions and 65 closed out — a net gain of 7 holders — while 126 added to existing stakes and 186 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $76.5M. The largest seller was Capital International Investors, cutting an estimated $193M.
- 444 institutional investors held Helmerich & Payne (HP) as of Q4 2019, down from 448 in Q3 2019.
- Funds reported $4.45B of Helmerich & Payne stock for Q4 2019, up 12% quarter-over-quarter.
- 72 funds opened new Helmerich & Payne positions in Q4 2019 and 65 closed out, a net change of +7 holders.
- The largest Helmerich & Payne buyer in Q4 2019 was Citadel Advisors, an estimated $76.5M added.
- The largest Helmerich & Payne seller in Q4 2019 was Capital International Investors, an estimated $193M sold.
Based on aggregated 13F filings for Q4 2019.