Halliburton
921 hedge funds and large institutions have $24B invested in Halliburton in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 337 increasing their positions, 365 reducing their positions, and 120 closing their positions.
39% more call options, than puts
Call options by funds: $1.72B | Put options by funds: $1.24B
0.44% more ownership
Funds ownership: 79.42% → 79.86% (+0.44%)
8% less repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 365
6% less funds holding
Funds holding: 983 → 921 (-62)
18% less capital invested
Capital invested by funds: $29.1B → $24B (-$5.09B)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
45% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$647M |
| 2 |
SC
Sculptor Capital
New York
|
+$223M |
| 3 |
SG Americas Securities
New York
|
+$206M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$179M |
| 5 |
D.E. Shaw & Co
New York
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$318M |
| 2 |
JP Morgan Chase
New York
|
-$304M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$234M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$125M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$101M |
HAL Hedge Fund Activity: Q3 2015 in Review
921 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2015, worth a combined $24B — down 18% from $29.1B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of HAL and 66 opened new positions — a net loss of 54 holders — while 365 trimmed existing stakes and 337 added.
The largest buyer was Capital Research Global Investors, adding an estimated $647M. The largest seller was Deutsche Bank, cutting an estimated $318M.
- 921 institutional investors held Halliburton (HAL) as of Q3 2015, down from 983 in Q2 2015.
- Funds reported $24B of Halliburton stock for Q3 2015, down 18% quarter-over-quarter.
- 66 funds opened new Halliburton positions in Q3 2015 and 120 closed out, a net change of -54 holders.
- The largest Halliburton buyer in Q3 2015 was Capital Research Global Investors, an estimated $647M added.
- The largest Halliburton seller in Q3 2015 was Deutsche Bank, an estimated $318M sold.
Based on aggregated 13F filings for Q3 2015.