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Helmerich & Payne

383 hedge funds and large institutions have $3.83B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $10.7M

2.59% more ownership

Funds ownership: 104.85%107.44% (+2.6%)

5% less funds holding

Funds holding: 402383 (-19)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

12% less capital invested

Capital invested by funds: $4.36B → $3.83B (-$524M)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
383
Holders Change
-19
Holders Change %
-4.73%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
132
Reduced
149
Closed
52
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
201
KeyBank National Association
Ohio
$561K +$14.4K +374 +2%
MG
202
Mather Group
Illinois
$553K +$60.3K +1,568 +14%
EGM
203
Engineers Gate Manager
New York
$551K -$330K -8,581 -36%
Teacher Retirement System of Texas
204
Teacher Retirement System of Texas
Texas
$547K +$73.6K +1,913 +14%
GCP
205
GSA Capital Partners
United Kingdom
$547K +$582K +15,144 New
ProShare Advisors
206
ProShare Advisors
Maryland
$543K -$179K -4,649 -24%
SI
207
Stephens Inc
Arkansas
$533K +$151K +3,930 +36%
CL
208
Choreo LLC
Illinois
$533K +$573K +14,899 New
A
209
AlphaQuest
New York
$511K +$287K +7,466 +112%
AI
210
Atria Investments
North Carolina
$507K +$540K +14,031 New
SWM
211
Scissortail Wealth Management
Oklahoma
$505K +$537K +13,976 New
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$493K -$34.1K -886 -6%
Capital Fund Management (CFM)
213
Capital Fund Management (CFM)
France
$485K -$1.12M -29,017 -68%
SPA
214
Sherbrooke Park Advisers
New York
$480K +$511K +13,286 New
EWA
215
Exencial Wealth Advisors
Oklahoma
$474K -$10.2K -264 -2%
KA
216
KLCM Advisors
Wisconsin
$470K
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$464K -$26.9K -700 -5%
FIM
218
Fruth Investment Management
Texas
$456K -$19.2K -500 -4%
OW
219
Olistico Wealth
Oklahoma
$454K
VI
220
Versor Investments
New York
$452K -$154K -4,000 -24%
RI
221
Ridgewood Investments
New Jersey
$446K -$19.2K -500 -4%
CAI
222
Capital Advisors Inc
Oklahoma
$437K
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$425K +$64.5K +1,678 +17%
PCM
224
Prelude Capital Management
New York
$412K -$706K -18,358 -62%
EF
225
Empirical Finance
Pennsylvania
$406K +$2.69K +70 +0.6%

HP Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2024, worth a combined $3.83B — down 12% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of HP and 38 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 132 added.

The largest buyer was American Century Companies, adding an estimated $19.8M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 383 institutional investors held Helmerich & Payne (HP) as of Q2 2024, down from 402 in Q1 2024.
  • Funds reported $3.83B of Helmerich & Payne stock for Q2 2024, down 12% quarter-over-quarter.
  • 38 funds opened new Helmerich & Payne positions in Q2 2024 and 52 closed out, a net change of -14 holders.
  • The largest Helmerich & Payne buyer in Q2 2024 was American Century Companies, an estimated $19.8M added.
  • The largest Helmerich & Payne seller in Q2 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.