Halliburton
HAL
722 hedge funds and large institutions have $13B invested in Halliburton in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 264 increasing their positions, 286 reducing their positions, and 121 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
0.09% more ownership
Funds ownership: 78.82% → 78.92% (+0.09%)
8% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 286
8% less funds holding
Funds holding: 789 → 722 (-67)
14% less call options, than puts
Call options by funds: $475M | Put options by funds: $552M
17% less capital invested
Capital invested by funds: $15.6B → $13B (-$2.58B)
53% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$321M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$252M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$166M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$106M |
| 5 |
Pzena Investment Management
New York
|
+$64.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$268M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$180M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$89.5M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$77.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$69.7M |
HAL Hedge Fund Activity: Q3 2019 in Review
722 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2019, worth a combined $13B — down 17% from $15.6B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of HAL and 57 opened new positions — a net loss of 64 holders — while 286 trimmed existing stakes and 264 added.
The largest buyer was Dodge & Cox, adding an estimated $321M. The largest seller was Capital Research Global Investors, cutting an estimated $268M.
- 722 institutional investors held Halliburton (HAL) as of Q3 2019, down from 789 in Q2 2019.
- Funds reported $13B of Halliburton stock for Q3 2019, down 17% quarter-over-quarter.
- 57 funds opened new Halliburton positions in Q3 2019 and 121 closed out, a net change of -64 holders.
- The largest Halliburton buyer in Q3 2019 was Dodge & Cox, an estimated $321M added.
- The largest Halliburton seller in Q3 2019 was Capital Research Global Investors, an estimated $268M sold.
Based on aggregated 13F filings for Q3 2019.