Halliburton
760 hedge funds and large institutions have $17.3B invested in Halliburton in 2019 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 207 increasing their positions, 315 reducing their positions, and 85 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
59% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 85
33% more capital invested
Capital invested by funds: $13B → $17.3B (+$4.29B)
5% more funds holding
Funds holding: 721 → 760 (+39)
1.68% more ownership
Funds ownership: 78.92% → 80.6% (+1.7%)
3% more call options, than puts
Call options by funds: $769M | Put options by funds: $749M
34% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 315
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$374M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$289M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$165M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$122M |
| 5 |
Pzena Investment Management
New York
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$164M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$97.6M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$48.1M |
| 4 |
D.E. Shaw & Co
New York
|
-$43.6M |
| 5 |
Citigroup
New York
|
-$39.4M |
HAL Hedge Fund Activity: Q4 2019 in Review
760 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2019, worth a combined $17.3B — up 33% from $13B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new HAL positions and 85 closed out — a net gain of 50 holders — while 207 added to existing stakes and 315 trimmed.
The largest buyer was Vanguard Group, adding an estimated $374M. The largest seller was Franklin Resources, cutting an estimated $164M.
- 760 institutional investors held Halliburton (HAL) as of Q4 2019, up from 721 in Q3 2019.
- Funds reported $17.3B of Halliburton stock for Q4 2019, up 33% quarter-over-quarter.
- 135 funds opened new Halliburton positions in Q4 2019 and 85 closed out, a net change of +50 holders.
- The largest Halliburton buyer in Q4 2019 was Vanguard Group, an estimated $374M added.
- The largest Halliburton seller in Q4 2019 was Franklin Resources, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2019.