Helmerich & Payne
547 hedge funds and large institutions have $6.94B invested in Helmerich & Payne in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 167 increasing their positions, 210 reducing their positions, and 50 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
7% more capital invested
Capital invested by funds: $6.46B → $6.94B (+$481M)
0% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 50
1% less funds holding
Funds holding: 551 → 547 (-4)
1.32% less ownership
Funds ownership: 93.09% → 91.77% (-1.3%)
11% less call options, than puts
Call options by funds: $58.3M | Put options by funds: $65.6M
20% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$50.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$50.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$39.7M |
| 4 |
Janus Henderson Group
London,
|
+$31.4M |
| 5 |
Goldman Sachs
New York
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$86.7M |
| 2 |
Bank of New York Mellon
New York
|
-$72.2M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$57.1M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$29.9M |
| 5 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$29.8M |
HP Hedge Fund Activity: Q3 2018 in Review
547 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2018, worth a combined $6.94B — up 7.4% from $6.46B a quarter earlier.
Fund positioning in HP was balanced in Q3 2018: 50 funds opened new positions, 50 closed out, 167 added to existing stakes and 210 trimmed.
The largest buyer was Ameriprise, adding an estimated $50.5M. The largest seller was Franklin Resources, cutting an estimated $86.7M.
- 547 institutional investors held Helmerich & Payne (HP) as of Q3 2018, down from 551 in Q2 2018.
- Funds reported $6.94B of Helmerich & Payne stock for Q3 2018, up 7.4% quarter-over-quarter.
- 50 funds opened new Helmerich & Payne positions in Q3 2018 and 50 closed out, a net change of 0 holders.
- The largest Helmerich & Payne buyer in Q3 2018 was Ameriprise, an estimated $50.5M added.
- The largest Helmerich & Payne seller in Q3 2018 was Franklin Resources, an estimated $86.7M sold.
Based on aggregated 13F filings for Q3 2018.