Halliburton
HAL
891 hedge funds and large institutions have $24.3B invested in Halliburton in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 302 increasing their positions, 387 reducing their positions, and 94 closing their positions.
1.34% more ownership
Funds ownership: 79.53% → 80.87% (+1.3%)
5% more capital invested
Capital invested by funds: $23.2B → $24.3B (+$1.13B)
3% less funds holding
Funds holding: 920 → 891 (-29)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
13% less call options, than puts
Call options by funds: $666M | Put options by funds: $767M
22% less repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 387
22% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$516M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$268M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$252M |
| 4 |
Royal London Asset Management
United Kingdom
|
+$230M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$562M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$227M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$135M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$114M |
| 5 |
D.E. Shaw & Co
New York
|
-$84.8M |
HAL Hedge Fund Activity: Q1 2016 in Review
891 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2016, worth a combined $24.3B — up 4.9% from $23.2B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of HAL and 73 opened new positions — a net loss of 21 holders — while 387 trimmed existing stakes and 302 added.
The largest buyer was Capital Research Global Investors, adding an estimated $516M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $562M sold.
- 891 institutional investors held Halliburton (HAL) as of Q1 2016, down from 920 in Q4 2015.
- Funds reported $24.3B of Halliburton stock for Q1 2016, up 4.9% quarter-over-quarter.
- 73 funds opened new Halliburton positions in Q1 2016 and 94 closed out, a net change of -21 holders.
- The largest Halliburton buyer in Q1 2016 was Capital Research Global Investors, an estimated $516M added.
- The largest Halliburton seller in Q1 2016 was ValueAct Holdings, an estimated $562M sold.
Based on aggregated 13F filings for Q1 2016.