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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
EARNEST Partners
526
EARNEST Partners
Georgia
$12K +$10.6K +149 New
ADL
527
Asset Dedication LLC
California
$10K
FPFS
528
First Personal Financial Services
North Carolina
$10K +$5.68K +80 +160%
SWA
529
Sutton Wealth Advisors
Florida
$9.83K
HIIFS
530
Harel Insurance Investments & Financial Services
Israel
$8K
CAW
531
Cornerstone Advisors (Washington)
Washington
$7K
TFO
532
Tarbox Family Office
California
$7K
PA
533
Parallel Advisors
California
$7K +$6.68K +94 New
FNBT
534
FineMark National Bank & Trust
Florida
$6K
LJHT
535
Laurie J. Hall Trustee
$6K +$4.97K +70 New
GBT
536
Grove Bank & Trust
Florida
$6K +$5.68K +80 New
AF
537
Allworth Financial
California
$5K
CTC
538
Central Trust Company
Missouri
$5K
PCFFS
539
Pacific Center for Financial Services
California
$5K +$4.97K +70 New
PWM
540
Perigon Wealth Management
California
$5K +$5.18K +73 New
HFM
541
Hartford Financial Management
Connecticut
$4K
TWA
542
TCI Wealth Advisors
Arizona
$4K
EF
543
Empirical Finance
Pennsylvania
$4K +$3.34K +47 New
AOWM
544
Alpha Omega Wealth Management
Virginia
$4K +$3.55K +50 New
PMFA
545
Plante Moran Financial Advisors
Michigan
$3K
ZB
546
Zions Bancorporation
Utah
$3K
GRP
547
Global Retirement Partners
California
$3K +$2.34K +33 New
IP
548
Intellectus Partners
California
$3K +$2.77K +39 New
JCM
549
Jacobi Capital Management
Pennsylvania
$2K
FIB
550
First Interstate Bank
Montana
$2K +$1.42K +20 New

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.