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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WBWA
151
William B. Walkup & Associates
South Carolina
$1.07M
NWM
152
Nicola Wealth Management
British Columbia, Canada
$1.07M
JCIA
153
Jackson Creek Investment Advisors
Colorado
$1.06M +$268K +7,754 +29%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$1.04M -$1.27M -36,641 -52%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$1.03M +$33K +954 +3%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$1.02M -$1.87M -54,015 -62%
MSRPS
157
Maryland State Retirement & Pension System
Maryland
$1.01M -$37K -1,072 -3%
AIMCA
158
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.01M
HCM
159
Hilton Capital Management
New York
$1.01M +$263K +7,624 +30%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$968K +$159K +4,600 +17%
ETC
161
Exchange Traded Concepts
Oklahoma
$967K +$308K +8,907 +39%
SEI Investments
162
SEI Investments
Pennsylvania
$966K -$738K -21,365 -40%
RFC
163
Regions Financial Corp
Alabama
$955K -$4.73K -137 -0.4%
IIM
164
INTECH Investment Management
Florida
$954K +$336K +9,729 +45%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$910K +$16.4K +475 +2%
XT
166
XTX Topco
Cayman Islands
$892K +$1.01M +29,325 New
AB
167
Amalgamated Bank
New York
$885K -$35.3K -1,022 -3%
NRD
168
Nebula Research & Development
New York
$868K -$37.9K -1,096 -4%
ASRS
169
Arizona State Retirement System
Arizona
$865K +$26.3K +760 +3%
Truist Financial
170
Truist Financial
North Carolina
$861K -$77K -2,230 -7%
MML Investors Services
171
MML Investors Services
Massachusetts
$853K +$82.6K +2,392 +9%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$814K +$401K +11,605 +77%
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
$813K
HighTower Advisors
174
HighTower Advisors
Illinois
$805K -$375K -10,870 -29%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$804K -$76.6K -2,218 -9%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.