Halliburton
953 hedge funds and large institutions have $30B invested in Halliburton in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 380 increasing their positions, 365 reducing their positions, and 107 closing their positions.
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
4% more repeat investments, than reductions
Existing positions increased: 380 | Existing positions reduced: 365
0.45% more ownership
Funds ownership: 80.41% → 80.86% (+0.45%)
5% less funds holding
Funds holding: 998 → 953 (-45)
13% less capital invested
Capital invested by funds: $34.3B → $30B (-$4.35B)
35% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 107
44% less call options, than puts
Call options by funds: $704M | Put options by funds: $1.25B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$372M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$193M |
| 3 |
BlackRock
New York
|
+$182M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$177M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$618M |
| 2 |
Jennison Associates
New York
|
-$292M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$280M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$206M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
-$172M |
HAL Hedge Fund Activity: Q2 2017 in Review
953 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2017, worth a combined $30B — down 13% from $34.3B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of HAL and 70 opened new positions — a net loss of 37 holders — while 365 trimmed existing stakes and 380 added.
The largest buyer was Ameriprise, adding an estimated $372M. The largest seller was Capital Research Global Investors, cutting an estimated $618M.
- 953 institutional investors held Halliburton (HAL) as of Q2 2017, down from 998 in Q1 2017.
- Funds reported $30B of Halliburton stock for Q2 2017, down 13% quarter-over-quarter.
- 70 funds opened new Halliburton positions in Q2 2017 and 107 closed out, a net change of -37 holders.
- The largest Halliburton buyer in Q2 2017 was Ameriprise, an estimated $372M added.
- The largest Halliburton seller in Q2 2017 was Capital Research Global Investors, an estimated $618M sold.
Based on aggregated 13F filings for Q2 2017.