Helmerich & Payne
330 hedge funds and large institutions have $2.57B invested in Helmerich & Payne in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 111 reducing their positions, and 43 closing their positions.
26% more call options, than puts
Call options by funds: $43.8M | Put options by funds: $34.7M
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
14% more capital invested
Capital invested by funds: $2.27B → $2.57B (+$308M)
2% more funds holding
Funds holding: 323 → 330 (+7)
7% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 111
2.23% less ownership
Funds ownership: 90.85% → 88.62% (-2.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$33.3M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$19.3M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$17.2M |
| 4 |
Millennium Management
New York
|
+$17.2M |
| 5 |
VanEck Associates
New York
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Magnolia Group
Omaha,
Nebraska
|
-$45.2M |
| 2 |
Two Sigma Investments
New York
|
-$28.1M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$24.1M |
| 4 |
ORIO
Old Republic International (ORI)
Chicago,
Illinois
|
-$21.4M |
| 5 |
Renaissance Technologies
New York
|
-$18.2M |
HP Hedge Fund Activity: Q1 2021 in Review
330 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2021, worth a combined $2.57B — up 14% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new HP positions and 43 closed out — a net gain of 10 holders — while 103 added to existing stakes and 111 trimmed.
The largest buyer was Bank of America, adding an estimated $33.3M. The largest seller was Magnolia Group, exiting entirely with an estimated $45.2M sold.
- 330 institutional investors held Helmerich & Payne (HP) as of Q1 2021, up from 323 in Q4 2020.
- Funds reported $2.57B of Helmerich & Payne stock for Q1 2021, up 14% quarter-over-quarter.
- 53 funds opened new Helmerich & Payne positions in Q1 2021 and 43 closed out, a net change of +10 holders.
- The largest Helmerich & Payne buyer in Q1 2021 was Bank of America, an estimated $33.3M added.
- The largest Helmerich & Payne seller in Q1 2021 was Magnolia Group, an estimated $45.2M sold.
Based on aggregated 13F filings for Q1 2021.