Halliburton
875 hedge funds and large institutions have $20B invested in Halliburton in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 314 increasing their positions, 309 reducing their positions, and 100 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
12% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 100
8% more capital invested
Capital invested by funds: $18.6B → $20B (+$1.48B)
2% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 309
0% more funds holding
Funds holding: 871 → 875 (+4)
1.77% less ownership
Funds ownership: 80.31% → 78.55% (-1.8%)
31% less call options, than puts
Call options by funds: $542M | Put options by funds: $782M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$183M |
| 2 |
Millennium Management
New York
|
+$100M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$87.2M |
| 4 |
MNG
Manning & Napier Group
Fairport,
New York
|
+$86M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$71.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$571M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$244M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$137M |
| 4 |
Goldman Sachs
New York
|
-$71.2M |
| 5 |
VanEck Associates
New York
|
-$69.4M |
HAL Hedge Fund Activity: Q1 2019 in Review
875 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2019, worth a combined $20B — up 8% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new HAL positions and 100 closed out — a net gain of 12 holders — while 314 added to existing stakes and 309 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $183M. The largest seller was Capital World Investors, exiting entirely with an estimated $571M sold.
- 875 institutional investors held Halliburton (HAL) as of Q1 2019, up from 871 in Q4 2018.
- Funds reported $20B of Halliburton stock for Q1 2019, up 8% quarter-over-quarter.
- 112 funds opened new Halliburton positions in Q1 2019 and 100 closed out, a net change of +12 holders.
- The largest Halliburton buyer in Q1 2019 was Pzena Investment Management, an estimated $183M added.
- The largest Halliburton seller in Q1 2019 was Capital World Investors, an estimated $571M sold.
Based on aggregated 13F filings for Q1 2019.