Halliburton
911 hedge funds and large institutions have $32.2B invested in Halliburton in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 288 increasing their positions, 384 reducing their positions, and 77 closing their positions.
38% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 77
33% more capital invested
Capital invested by funds: $24.3B → $32.2B (+$7.92B)
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
26% more call options, than puts
Call options by funds: $1.19B | Put options by funds: $944M
2% more funds holding
Funds holding: 891 → 911 (+20)
2.05% more ownership
Funds ownership: 80.87% → 82.92% (+2.1%)
25% less repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$666M |
| 2 |
Jennison Associates
New York
|
+$193M |
| 3 |
Millennium Management
New York
|
+$192M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$290M |
| 2 |
BWA
Brave Warrior Advisors
New York
|
-$199M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$160M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$159M |
| 5 |
Two Sigma Investments
New York
|
-$152M |
HAL Hedge Fund Activity: Q2 2016 in Review
911 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2016, worth a combined $32.2B — up 33% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new HAL positions and 77 closed out — a net gain of 29 holders — while 288 added to existing stakes and 384 trimmed.
The largest buyer was Macquarie Group, adding an estimated $666M. The largest seller was Royal London Asset Management, cutting an estimated $290M.
- 911 institutional investors held Halliburton (HAL) as of Q2 2016, up from 891 in Q1 2016.
- Funds reported $32.2B of Halliburton stock for Q2 2016, up 33% quarter-over-quarter.
- 106 funds opened new Halliburton positions in Q2 2016 and 77 closed out, a net change of +29 holders.
- The largest Halliburton buyer in Q2 2016 was Macquarie Group, an estimated $666M added.
- The largest Halliburton seller in Q2 2016 was Royal London Asset Management, an estimated $290M sold.
Based on aggregated 13F filings for Q2 2016.