Halliburton
HAL
651 hedge funds and large institutions have $8.26B invested in Halliburton in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 206 increasing their positions, 250 reducing their positions, and 122 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
82% more capital invested
Capital invested by funds: $4.55B → $8.26B (+$3.71B)
2.67% less ownership
Funds ownership: 75.27% → 72.6% (-2.7%)
4% less funds holding
Funds holding: 679 → 651 (-28)
18% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 250
20% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 122
36% less call options, than puts
Call options by funds: $209M | Put options by funds: $325M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$259M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$37.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$32.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
-$106M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$84.9M |
| 3 |
Pzena Investment Management
New York
|
-$79M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$57.6M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$34.4M |
HAL Hedge Fund Activity: Q2 2020 in Review
651 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2020, worth a combined $8.26B — up 82% from $4.55B a quarter earlier.
Sellers outnumbered buyers: 122 funds closed out of HAL and 97 opened new positions — a net loss of 25 holders — while 250 trimmed existing stakes and 206 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $259M. The largest seller was Aristotle Capital Management, exiting entirely with an estimated $106M sold.
- 651 institutional investors held Halliburton (HAL) as of Q2 2020, down from 679 in Q1 2020.
- Funds reported $8.26B of Halliburton stock for Q2 2020, up 82% quarter-over-quarter.
- 97 funds opened new Halliburton positions in Q2 2020 and 122 closed out, a net change of -25 holders.
- The largest Halliburton buyer in Q2 2020 was T. Rowe Price Associates, an estimated $259M added.
- The largest Halliburton seller in Q2 2020 was Aristotle Capital Management, an estimated $106M sold.
Based on aggregated 13F filings for Q2 2020.