SEC 13F Intelligence

HELIX ENERGY SOLUTIONS GRP I

CUSIP 42330PAH0

Helix Energy Solutions Grp I has 11 institutional holders in Filings Flow’s 13F database, together reporting 28.62M shares worth $29M as of Q4 2021. The largest reported holders are Osterweis Capital Management Inc, Linden Advisors LP, and Oaktree Capital Management LP.

Institutional Holders
11
Q4 2021
Reported Value
$29M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q4 ’18: 15Q4 ’18Q1 ’19: 17Q1 ’19Q2 ’19: 18Q2 ’19Q3 ’19: 17Q3 ’19Q2 ’21: 13Q2 ’21Q4 ’21: 11Q4 ’21filingsflow.com
Total reported value
Q4 ’18: $92MQ4 ’18Q1 ’19: $89MQ1 ’19Q2 ’19: $103MQ2 ’19Q3 ’19: $112MQ3 ’19Q2 ’21: $29MQ2 ’21Q4 ’21: $29MQ4 ’21filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.78%$14M14.20MQ1 2022
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.11%$10M10.27MQ1 2022
LINDEN ADVISORS LP$17.9B AUM0.07%$12M11.86MQ3 2021OLDER
ZAZOVE ASSOCIATES LLC$2.1B AUM0.07%$751,000750.0KQ1 2022
CSS LLC/IL$2.1B AUM0.03%$827,000826.0KQ1 2022
Russell Investments Group, Ltd.$93.1B AUM0.01%$3M2.84MQ1 2022
Allianz Asset Management GmbH$95.4B AUM0.00%$3M3.50MQ1 2022
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$17,00017.0KQ1 2022
North Star Investment Management Corp.$1.7B AUM0.00%$2,0002.0KQ1 2022
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$45,00045.0KQ1 2022
Rockefeller Capital Management L.P.$56.4B AUM0.00%$9,00010.0KQ1 2022
TRUIST FINANCIAL CORP$74.2B AUM0.00%$12,00013.0KQ3 2021OLDER
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$15,00015.0KQ1 2022

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.