Halliburton
901 hedge funds and large institutions have $30.9B invested in Halliburton in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 303 increasing their positions, 360 reducing their positions, and 66 closing their positions.
2% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 66
4% less capital invested
Capital invested by funds: $32.2B → $30.9B (-$1.29B)
6% less call options, than puts
Call options by funds: $947M | Put options by funds: $1.01B
1% less funds holding
Funds holding: 911 → 901 (-10)
2.42% less ownership
Funds ownership: 82.92% → 80.51% (-2.4%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
16% less repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 360
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$317M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$294M |
| 3 |
Jennison Associates
New York
|
+$278M |
| 4 |
SC
Sculptor Capital
New York
|
+$207M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$786M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$290M |
| 3 |
JP Morgan Chase
New York
|
-$148M |
| 4 |
O
OppenheimerFunds
New York
|
-$115M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$113M |
HAL Hedge Fund Activity: Q3 2016 in Review
901 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2016, worth a combined $30.9B — down 4% from $32.2B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new HAL positions and 66 closed out — a net gain of 1 holder — while 303 added to existing stakes and 360 trimmed.
The largest buyer was Capital World Investors, adding an estimated $317M. The largest seller was Macquarie Group, cutting an estimated $786M.
- 901 institutional investors held Halliburton (HAL) as of Q3 2016, down from 911 in Q2 2016.
- Funds reported $30.9B of Halliburton stock for Q3 2016, down 4% quarter-over-quarter.
- 67 funds opened new Halliburton positions in Q3 2016 and 66 closed out, a net change of +1 holder.
- The largest Halliburton buyer in Q3 2016 was Capital World Investors, an estimated $317M added.
- The largest Halliburton seller in Q3 2016 was Macquarie Group, an estimated $786M sold.
Based on aggregated 13F filings for Q3 2016.