Halliburton
HAL
997 hedge funds and large institutions have $34.3B invested in Halliburton in 2017 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 378 increasing their positions, 371 reducing their positions, and 98 closing their positions.
5% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 98
2% more repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 371
1% less funds holding
Funds holding: 1,003 → 997 (-6)
0.88% less ownership
Funds ownership: 81.29% → 80.41% (-0.88%)
10% less capital invested
Capital invested by funds: $38B → $34.3B (-$3.7B)
49% less call options, than puts
Call options by funds: $738M | Put options by funds: $1.45B
54% less funds holding in top 10
Funds holding in top 10: 35 → 16 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.69B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$561M |
| 3 |
JP Morgan Chase
New York
|
+$223M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$137M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$412M |
| 2 |
Jennison Associates
New York
|
-$377M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$349M |
| 4 |
PC
PointState Capital
New York
|
-$164M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$160M |
HAL Hedge Fund Activity: Q1 2017 in Review
997 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2017, worth a combined $34.3B — down 9.7% from $38B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new HAL positions and 98 closed out — a net gain of 5 holders — while 378 added to existing stakes and 371 trimmed.
The largest buyer was BlackRock, adding an estimated $2.69B. The largest seller was Veritas Asset Management, exiting entirely with an estimated $412M sold.
- 997 institutional investors held Halliburton (HAL) as of Q1 2017, down from 1,003 in Q4 2016.
- Funds reported $34.3B of Halliburton stock for Q1 2017, down 9.7% quarter-over-quarter.
- 103 funds opened new Halliburton positions in Q1 2017 and 98 closed out, a net change of +5 holders.
- The largest Halliburton buyer in Q1 2017 was BlackRock, an estimated $2.69B added.
- The largest Halliburton seller in Q1 2017 was Veritas Asset Management, an estimated $412M sold.
Based on aggregated 13F filings for Q1 2017.