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Helmerich & Payne

383 hedge funds and large institutions have $3.83B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $10.7M

2.59% more ownership

Funds ownership: 104.85%107.44% (+2.6%)

5% less funds holding

Funds holding: 402383 (-19)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

12% less capital invested

Capital invested by funds: $4.36B → $3.83B (-$524M)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
383
Holders Change
-19
Holders Change %
-4.73%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
132
Reduced
149
Closed
52
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
51
ClearBridge Investments
New York
$11.5M -$298K -7,757 -2%
Legal & General Group
52
Legal & General Group
United Kingdom
$10.4M +$36.6K +951 +0.3%
Wells Fargo
53
Wells Fargo
California
$10.2M +$5.41M +140,823 +100%
RA
54
Royce & Associates
New York
$9.63M +$693K +18,014 +7%
Citadel Advisors
55
Citadel Advisors
Florida
$9.57M -$699K -18,186 -6%
N
56
Nuveen
North Carolina
$9.12M -$2.42M -62,839 -20%
PA
57
Pinnacle Associates
New York
$8.17M -$139K -3,625 -2%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.85M +$564K +14,675 +7%
Renaissance Technologies
59
Renaissance Technologies
New York
$7.8M -$219K -5,700 -3%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$7.19M -$337K -8,753 -4%
NC
61
NewSquare Capital
Pennsylvania
$7.08M +$404K +10,511 +6%
Swiss National Bank
62
Swiss National Bank
Switzerland
$7.03M -$61.5K -1,600 -0.8%
Prudential Financial
63
Prudential Financial
New Jersey
$7M +$1.08M +28,083 +17%
WCM
64
Wedge Capital Management
North Carolina
$6.81M +$840K +21,852 +13%
First Trust Advisors
65
First Trust Advisors
Illinois
$6.54M -$561K -14,589 -7%
UBS AM
66
UBS AM
Illinois
$6.49M +$1.97M +51,304 +40%
Allianz Asset Management
67
Allianz Asset Management
Germany
$6.43M +$1.77M +46,079 +35%
AQR Capital Management
68
AQR Capital Management
Connecticut
$6.02M +$4.33M +112,580 +209%
Norges Bank
69
Norges Bank
Norway
$5.82M
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$5.75M -$293K -7,610 -5%
Franklin Resources
71
Franklin Resources
California
$5.67M +$323K +8,411 +6%
Canada Life
72
Canada Life
Manitoba, Canada
$5.52M +$756K +19,667 +15%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$5.42M -$998K -25,955 -15%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$5.21M -$342K -8,885 -6%
CM
75
CoreCommodity Management
Connecticut
$5.03M +$3.1M +80,578 +138%

HP Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2024, worth a combined $3.83B — down 12% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of HP and 38 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 132 added.

The largest buyer was American Century Companies, adding an estimated $19.8M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 383 institutional investors held Helmerich & Payne (HP) as of Q2 2024, down from 402 in Q1 2024.
  • Funds reported $3.83B of Helmerich & Payne stock for Q2 2024, down 12% quarter-over-quarter.
  • 38 funds opened new Helmerich & Payne positions in Q2 2024 and 52 closed out, a net change of -14 holders.
  • The largest Helmerich & Payne buyer in Q2 2024 was American Century Companies, an estimated $19.8M added.
  • The largest Helmerich & Payne seller in Q2 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.