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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
MDCM
551
Morgan Dempsey Capital Management
Wisconsin
$2K +$1.78K +25 New
VIA
552
Vantage Investment Advisors
Pennsylvania
$2K +$1.85K +26 New
Canada Pension Plan Investment Board
553
Canada Pension Plan Investment Board
Ontario, Canada
$1K
MRCM
554
M&R Capital Management
New Jersey
$1K
BTIS
555
BB&T Investment Services
North Carolina
$1K +$1.28K +18 New
LS
556
Livforsakringsbolaget Skandia
Sweden
$380 -$1.83M -25,736 -84%
SLF
557
Sun Life Financial
Ontario, Canada
$57 +$284 +4 New
PK
558
Pflug Koory
Nebraska
$4 +$3.55K +50 New
Artisan Partners
559
Artisan Partners
Wisconsin
-$36M -534,628 Closed
MTB
560
Mizuho Trust & Banking
Japan
-$12.8M -189,834 Closed
MPAM
561
Monarch Partners Asset Management
Massachusetts
-$9.52M -141,425 Closed
SH
562
SeaTown Holdings
Singapore
-$8.97M -133,316 Closed
Fidelity International
563
Fidelity International
Bermuda
-$6.65M -98,772 Closed
GC
564
Grace Capital
Massachusetts
-$6.44M -95,701 Closed
AL
565
Airain Ltd
Guernsey
-$3.11M -46,177 Closed
CM
566
Crestline Management
Texas
-$2.88M -42,792 Closed
SIP
567
Stoneridge Investment Partners
Pennsylvania
-$2.44M -36,211 Closed
Marshall Wace
568
Marshall Wace
United Kingdom
-$2.1M -31,158 Closed
SFA
569
Staton Financial Advisors
North Carolina
-$1.94M -28,775 Closed
HT
570
HAP Trading
New York
-$1.61M -23,882 Closed
Teacher Retirement System of Texas
571
Teacher Retirement System of Texas
Texas
-$1.37M -20,361 Closed
DC
572
Deere & Company
Illinois
-$1.36M -20,285 Closed
NBC
573
Neuberger Berman Canada
Ontario, Canada
-$1.09M -16,257 Closed
BCM
574
BlueCrest Capital Management
Jersey
-$1.03M -15,359 Closed
Twin Tree Management
575
Twin Tree Management
Texas
-$1.02M -15,113 Closed

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.