Helmerich & Payne
539 hedge funds and large institutions have $7.02B invested in Helmerich & Payne in 2018 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 145 increasing their positions, 207 reducing their positions, and 55 closing their positions.
58% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 55
5% more funds holding
Funds holding: 514 → 539 (+25)
7% less capital invested
Capital invested by funds: $7.54B → $7.02B (-$517M)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
10.43% less ownership
Funds ownership: 107.36% → 96.94% (-10%)
15% less call options, than puts
Call options by funds: $62.6M | Put options by funds: $73.9M
30% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 207
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$60.5M |
| 2 |
Morgan Stanley
New York
|
+$35.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.3M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$32.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$168M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$165M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$130M |
| 4 |
BlackRock
New York
|
-$93.7M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$90.9M |
HP Hedge Fund Activity: Q1 2018 in Review
539 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2018, worth a combined $7.02B — down 6.9% from $7.54B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new HP positions and 55 closed out — a net gain of 32 holders — while 145 added to existing stakes and 207 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $60.5M. The largest seller was Franklin Resources, cutting an estimated $168M.
- 539 institutional investors held Helmerich & Payne (HP) as of Q1 2018, up from 514 in Q4 2017.
- Funds reported $7.02B of Helmerich & Payne stock for Q1 2018, down 6.9% quarter-over-quarter.
- 87 funds opened new Helmerich & Payne positions in Q1 2018 and 55 closed out, a net change of +32 holders.
- The largest Helmerich & Payne buyer in Q1 2018 was Citadel Advisors, an estimated $60.5M added.
- The largest Helmerich & Payne seller in Q1 2018 was Franklin Resources, an estimated $168M sold.
Based on aggregated 13F filings for Q1 2018.