Helmerich & Payne
313 hedge funds and large institutions have $1.41B invested in Helmerich & Payne in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 69 closing their positions.
1.41% more ownership
Funds ownership: 88.17% → 89.58% (+1.4%)
8% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 110
10% less funds holding
Funds holding: 349 → 313 (-36)
24% less capital invested
Capital invested by funds: $1.85B → $1.41B (-$436M)
49% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 69
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
73% less call options, than puts
Call options by funds: $8.89M | Put options by funds: $32.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$22M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$21.3M |
| 3 |
Two Sigma Investments
New York
|
+$21.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.8M |
| 5 |
Two Sigma Advisers
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$30.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$21.7M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$17.9M |
| 4 |
BlackRock
New York
|
-$12.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$12.8M |
HP Hedge Fund Activity: Q3 2020 in Review
313 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2020, worth a combined $1.41B — down 24% from $1.85B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of HP and 35 opened new positions — a net loss of 34 holders — while 110 trimmed existing stakes and 119 added.
The largest buyer was Magnolia Group, adding an estimated $22M. The largest seller was Goldman Sachs, cutting an estimated $30.3M.
- 313 institutional investors held Helmerich & Payne (HP) as of Q3 2020, down from 349 in Q2 2020.
- Funds reported $1.41B of Helmerich & Payne stock for Q3 2020, down 24% quarter-over-quarter.
- 35 funds opened new Helmerich & Payne positions in Q3 2020 and 69 closed out, a net change of -34 holders.
- The largest Helmerich & Payne buyer in Q3 2020 was Magnolia Group, an estimated $22M added.
- The largest Helmerich & Payne seller in Q3 2020 was Goldman Sachs, an estimated $30.3M sold.
Based on aggregated 13F filings for Q3 2020.