Helmerich & Payne
491 hedge funds and large institutions have $7.11B invested in Helmerich & Payne in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 169 increasing their positions, 193 reducing their positions, and 41 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
51% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 41
28% more call options, than puts
Call options by funds: $67.4M | Put options by funds: $52.7M
11% more capital invested
Capital invested by funds: $6.41B → $7.11B (+$702M)
4% more funds holding
Funds holding: 474 → 491 (+17)
0.21% more ownership
Funds ownership: 96.64% → 96.86% (+0.21%)
12% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$102M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$44.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$36.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$33.8M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.8M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$55.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$52.6M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$39.8M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$39.6M |
HP Hedge Fund Activity: Q3 2013 in Review
491 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2013, worth a combined $7.11B — up 11% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new HP positions and 41 closed out — a net gain of 21 holders — while 169 added to existing stakes and 193 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $102M. The largest seller was Fidelity Investments, cutting an estimated $59.8M.
- 491 institutional investors held Helmerich & Payne (HP) as of Q3 2013, up from 474 in Q2 2013.
- Funds reported $7.11B of Helmerich & Payne stock for Q3 2013, up 11% quarter-over-quarter.
- 62 funds opened new Helmerich & Payne positions in Q3 2013 and 41 closed out, a net change of +21 holders.
- The largest Helmerich & Payne buyer in Q3 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $102M added.
- The largest Helmerich & Payne seller in Q3 2013 was Fidelity Investments, an estimated $59.8M sold.
Based on aggregated 13F filings for Q3 2013.