Halliburton
HAL
901 hedge funds and large institutions have $32.4B invested in Halliburton in 2013 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 246 increasing their positions, 431 reducing their positions, and 55 closing their positions.
96% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 55
9% more capital invested
Capital invested by funds: $29.9B → $32.4B (+$2.57B)
6% more funds holding in top 10
Funds holding in top 10: 31 → 33 (+2)
5% more funds holding
Funds holding: 856 → 901 (+45)
6% more call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.08B
3.58% less ownership
Funds ownership: 76.82% → 73.24% (-3.6%)
43% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 431
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$145M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$128M |
| 3 |
CCI
Columbus Circle Investors
|
+$109M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$101M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$277M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$232M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$183M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$177M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$171M |
HAL Hedge Fund Activity: Q3 2013 in Review
901 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2013, worth a combined $32.4B — up 8.6% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new HAL positions and 55 closed out — a net gain of 53 holders — while 246 added to existing stakes and 431 trimmed.
The largest buyer was AJO LP, adding an estimated $145M. The largest seller was Capital Research Global Investors, cutting an estimated $277M.
- 901 institutional investors held Halliburton (HAL) as of Q3 2013, up from 856 in Q2 2013.
- Funds reported $32.4B of Halliburton stock for Q3 2013, up 8.6% quarter-over-quarter.
- 108 funds opened new Halliburton positions in Q3 2013 and 55 closed out, a net change of +53 holders.
- The largest Halliburton buyer in Q3 2013 was AJO LP, an estimated $145M added.
- The largest Halliburton seller in Q3 2013 was Capital Research Global Investors, an estimated $277M sold.
Based on aggregated 13F filings for Q3 2013.