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Helmerich & Payne
HP

402 hedge funds and large institutions have $4.36B invested in Helmerich & Payne in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $13.4M

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

13% more capital invested

Capital invested by funds: $3.86B → $4.36B (+$493M)

3% more funds holding

Funds holding: 392 → 402 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.46% less ownership

Funds ownership: 107.31% → 104.85% (-2.5%)

15% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 156

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
63
Increased
133
Reduced
156
Closed
48
Calls
$21.3M
Puts
$13.4M
Net Calls
+$7.9M
Net Calls Change
-$1.34M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$29.5M
2
Charles Schwab
Charles Schwab
California
+$20.7M
3
Victory Capital Management
Victory Capital Management
Texas
+$19.7M
4
AIM
ARGA Investment Management
Connecticut
+$18.6M
5
American Century Companies
American Century Companies
Missouri
+$11M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$70.3M
2
BlackRock
BlackRock
New York
-$38.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.2M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.5M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
76
Wells Fargo
California
$5.91M -$136K -3,582 -2%
Canada Life
77
Canada Life
Manitoba, Canada
$5.59M +$750K +19,831 +18%
Allianz Asset Management
78
Allianz Asset Management
Germany
$5.55M -$2.7M -71,487 -35%
UBS AM
79
UBS AM
Illinois
$5.4M +$81.2K +2,146 +2%
Squarepoint
80
Squarepoint
New York
$5.06M +$4.55M +120,254 New
LI
81
LMCG Investments
Massachusetts
$5.04M -$2.69K -71 -0.1%
Comerica Bank
82
Comerica Bank
Texas
$4.91M -$743K -19,640 -14%
CS
83
Credit Suisse
Switzerland
$4.84M +$115K +3,041 +3%
MIM
84
Martin Investment Management
Florida
$4.61M -$32.7K -865 -0.8%
First Eagle Investment Management
85
First Eagle Investment Management
New York
$4.32M +$776K +20,500 +25%
Barclays
86
Barclays
United Kingdom
$4.3M -$7.18M -189,858 -65%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$4.17M -$237K -6,267 -6%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$4.09M -$154K -4,068 -4%
GAM
89
Gotham Asset Management
New York
$4.03M -$2.34M -61,754 -39%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$3.97M -$13.8K -364 -0.4%
Citigroup
91
Citigroup
New York
$3.93M -$232K -6,143 -6%
ACA
92
Aptus Capital Advisors
Alabama
$3.92M +$362K +9,580 +11%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$3.79M -$6.98M -184,400 -67%
TPSF
94
Texas Permanent School Fund
Texas
$3.64M +$22.7K +601 +0.7%
PRC
95
Pearl River Capital
Michigan
$3.49M +$3.14M +83,057 New
EIP
96
Energy Income Partners
Connecticut
$3.49M +$2.93M +77,376 +1,382%
NIG
97
NFJ Investment Group
Texas
$3.44M +$1.24M +32,700 +67%
GWI
98
Grace & White Inc
New York
$3.39M – – –
PIM
99
Profit Investment Management
Maryland
$3.36M +$1.03M +27,101 +51%
RJA
100
Raymond James & Associates
Florida
$3.28M +$345K +9,117 +13%
2 3
4
5 6

HP Hedge Fund Activity: Q1 2024 in Review

402 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2024, worth a combined $4.36B — up 13% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HP positions and 48 closed out — a net gain of 15 holders — while 133 added to existing stakes and 156 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $70.3M.

  • 402 institutional investors held Helmerich & Payne (HP) as of Q1 2024, up from 392 in Q4 2023.
  • Funds reported $4.36B of Helmerich & Payne stock for Q1 2024, up 13% quarter-over-quarter.
  • 63 funds opened new Helmerich & Payne positions in Q1 2024 and 48 closed out, a net change of +15 holders.
  • The largest Helmerich & Payne buyer in Q1 2024 was Pacer Advisors, an estimated $29.5M added.
  • The largest Helmerich & Payne seller in Q1 2024 was Morgan Stanley, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2024.