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Halliburton
HAL

989 hedge funds and large institutions have $33.8B invested in Halliburton in 2013 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 346 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 43

47% more call options, than puts

Call options by funds: $2.02B | Put options by funds: $1.38B

10% more funds holding

Funds holding: 901 → 989 (+88)

9% more funds holding in top 10

Funds holding in top 10: 33 → 36 (+3)

4.85% more ownership

Funds ownership: 73.24% → 78.1% (+4.9%)

4% more capital invested

Capital invested by funds: $32.4B → $33.8B (+$1.41B)

7% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 374

Holders
989
Holders Change
+88
Holders Change %
+9.77%
% of All Funds
28.7%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
1.04%
New
141
Increased
346
Reduced
374
Closed
43
Calls
$2.02B
Puts
$1.38B
Net Calls
+$645M
Net Calls Change
+$586M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$216M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$181M
3
SCA
SAC Capital Advisors
Connecticut
+$161M
4
SFM
Soros Fund Management
New York
+$133M
5
Deutsche Bank
Deutsche Bank
Germany
+$110M

Top Sellers

Rank Fund Capital Flow
1
CG
Carmignac Gestion
France
-$484M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$278M
3
Boston Partners
Boston Partners
Massachusetts
-$260M
4
Citigroup
Citigroup
New York
-$102M
5
Invesco
Invesco
Georgia
-$98.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
801
Manchester Capital Management
Vermont
$317K +$2.69K +52 +0.8%
MAM
802
Martingale Asset Management
Massachusetts
$317K +$103K +2,000 +47%
CPS
803
Counsel Portfolio Services
Ontario, Canada
$317K +$323K +6,245 New
CAM
804
Cypress Asset Management
Texas
$316K – – –
WT
805
Washington Trust
Rhode Island
$316K +$322K +6,224 New
CAM
806
Carret Asset Management
New York
$315K – – –
OA
807
Oxbow Advisors
Texas
$312K – – –
GDF
808
Graham & Dodd Fund
New York
$311K -$243K -4,695 -43%
First Eagle Investment Management
809
First Eagle Investment Management
New York
$307K +$136K +2,640 +78%
GVT
810
Genesee Valley Trust
New York
$306K -$1.03K -20 -0.3%
CIC
811
Carnegie Investment Counsel
Ohio
$304K +$52 +1 +0%
PWLP
812
Prio Wealth Limited Partnership
Massachusetts
$301K – – –
SACTSONJ
813
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$300K – – –
TH
814
TCTC Holdings
Texas
$299K -$59.7K -1,155 -16%
ARMT
815
Amica Retiree Medical Trust
Rhode Island
$297K +$303K +5,854 New
JC
816
Jacobs & Co
California
$296K -$15.5K -300 -5%
KFA
817
Kelleher Financial Advisors
New York
$294K -$2.58K -50 -0.9%
MTIM
818
Marathon Trading Investment Management
Pennsylvania
$294K +$300K +5,800 New
TNBTD
819
Trustmark National Bank Trust Department
Mississippi
$293K – – –
TAM
820
Trillium Asset Management
Massachusetts
$292K +$34.1K +660 +13%
SBH
821
Segall Bryant & Hamill
Illinois
$290K – – –
SEC
822
Seven Eight Capital
New York
$289K +$295K +5,700 New
PGFC
823
Peapack-Gladstone Financial Corp
New Jersey
$288K -$6.2K -120 -2%
PVWM
824
Point View Wealth Management
New Jersey
$287K +$292K +5,650 New
Verition Fund Management
825
Verition Fund Management
Connecticut
$282K -$1.17M -22,723 -80%
31 32
33
34 35

HAL Hedge Fund Activity: Q4 2013 in Review

989 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2013, worth a combined $33.8B — up 4.3% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new HAL positions and 43 closed out — a net gain of 98 holders — while 346 added to existing stakes and 374 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $216M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $484M sold.

  • 989 institutional investors held Halliburton (HAL) as of Q4 2013, up from 901 in Q3 2013.
  • Funds reported $33.8B of Halliburton stock for Q4 2013, up 4.3% quarter-over-quarter.
  • 141 funds opened new Halliburton positions in Q4 2013 and 43 closed out, a net change of +98 holders.
  • The largest Halliburton buyer in Q4 2013 was JP Morgan Chase, an estimated $216M added.
  • The largest Halliburton seller in Q4 2013 was Carmignac Gestion, an estimated $484M sold.

Based on aggregated 13F filings for Q4 2013.