Helmerich & Payne
478 hedge funds and large institutions have $6.56B invested in Helmerich & Payne in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 203 increasing their positions, 167 reducing their positions, and 92 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 167
5.68% more ownership
Funds ownership: 105.44% → 111.12% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
12% less funds holding
Funds holding: 541 → 478 (-63)
14% less capital invested
Capital invested by funds: $7.62B → $6.56B (-$1.06B)
29% less call options, than puts
Call options by funds: $52.2M | Put options by funds: $73.3M
64% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$121M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$93.3M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$86M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$85.5M |
| 5 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$83.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$99.9M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$60.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.5M |
| 4 |
Neuberger Berman Group
New York
|
-$34M |
| 5 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
-$20.9M |
HP Hedge Fund Activity: Q2 2017 in Review
478 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2017, worth a combined $6.56B — down 14% from $7.62B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of HP and 33 opened new positions — a net loss of 59 holders — while 167 trimmed existing stakes and 203 added.
The largest buyer was Brandywine Global Investment Management, adding an estimated $121M. The largest seller was AllianceBernstein, cutting an estimated $99.9M.
- 478 institutional investors held Helmerich & Payne (HP) as of Q2 2017, down from 541 in Q1 2017.
- Funds reported $6.56B of Helmerich & Payne stock for Q2 2017, down 14% quarter-over-quarter.
- 33 funds opened new Helmerich & Payne positions in Q2 2017 and 92 closed out, a net change of -59 holders.
- The largest Helmerich & Payne buyer in Q2 2017 was Brandywine Global Investment Management, an estimated $121M added.
- The largest Helmerich & Payne seller in Q2 2017 was AllianceBernstein, an estimated $99.9M sold.
Based on aggregated 13F filings for Q2 2017.