Halliburton
HAL
1,073 hedge funds and large institutions have $49.1B invested in Halliburton in 2014 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 361 increasing their positions, 434 reducing their positions, and 57 closing their positions.
123% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 57
26% more funds holding in top 10
Funds holding in top 10: 65 → 82 (+17)
22% more capital invested
Capital invested by funds: $40.2B → $49.1B (+$8.93B)
11% more call options, than puts
Call options by funds: $967M | Put options by funds: $873M
6% more funds holding
Funds holding: 1,010 → 1,073 (+63)
1.53% more ownership
Funds ownership: 79.26% → 80.79% (+1.5%)
17% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 434
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$658M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$474M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$245M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$179M |
| 5 |
Bank of New York Mellon
New York
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$314M |
| 2 |
BWA
Brave Warrior Advisors
New York
|
-$257M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$242M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$197M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$180M |
HAL Hedge Fund Activity: Q2 2014 in Review
1,073 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2014, worth a combined $49.1B — up 22% from $40.2B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new HAL positions and 57 closed out — a net gain of 70 holders — while 361 added to existing stakes and 434 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $658M. The largest seller was Invesco, cutting an estimated $314M.
- 1,073 institutional investors held Halliburton (HAL) as of Q2 2014, up from 1,010 in Q1 2014.
- Funds reported $49.1B of Halliburton stock for Q2 2014, up 22% quarter-over-quarter.
- 127 funds opened new Halliburton positions in Q2 2014 and 57 closed out, a net change of +70 holders.
- The largest Halliburton buyer in Q2 2014 was Fidelity Investments, an estimated $658M added.
- The largest Halliburton seller in Q2 2014 was Invesco, an estimated $314M sold.
Based on aggregated 13F filings for Q2 2014.