Helmerich & Payne
499 hedge funds and large institutions have $7.21B invested in Helmerich & Payne in 2015 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 181 increasing their positions, 189 reducing their positions, and 93 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
14% more capital invested
Capital invested by funds: $6.31B → $7.21B (+$892M)
11.45% more ownership
Funds ownership: 86.62% → 98.07% (+11%)
4% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 189
5% less funds holding
Funds holding: 526 → 499 (-27)
13% less call options, than puts
Call options by funds: $96.9M | Put options by funds: $112M
22% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$241M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$170M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$167M |
| 4 |
PCM
Pamplona Capital Management
New York
|
+$93.9M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$91.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$122M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$64M |
| 3 |
Bank of New York Mellon
New York
|
-$63.5M |
| 4 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
|
-$61.9M |
| 5 |
BAMCO Inc
New York
|
-$57.5M |
HP Hedge Fund Activity: Q1 2015 in Review
499 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2015, worth a combined $7.21B — up 14% from $6.31B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of HP and 73 opened new positions — a net loss of 20 holders — while 189 trimmed existing stakes and 181 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $241M. The largest seller was Janus Henderson Investors US, cutting an estimated $122M.
- 499 institutional investors held Helmerich & Payne (HP) as of Q1 2015, down from 526 in Q4 2014.
- Funds reported $7.21B of Helmerich & Payne stock for Q1 2015, up 14% quarter-over-quarter.
- 73 funds opened new Helmerich & Payne positions in Q1 2015 and 93 closed out, a net change of -20 holders.
- The largest Helmerich & Payne buyer in Q1 2015 was BlackRock Fund Advisors, an estimated $241M added.
- The largest Helmerich & Payne seller in Q1 2015 was Janus Henderson Investors US, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2015.