Halliburton
1,003 hedge funds and large institutions have $38B invested in Halliburton in 2016 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 334 increasing their positions, 346 reducing their positions, and 65 closing their positions.
177% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 65
119% more funds holding in top 10
Funds holding in top 10: 16 → 35 (+19)
23% more capital invested
Capital invested by funds: $30.9B → $38B (+$7.09B)
11% more funds holding
Funds holding: 901 → 1,003 (+102)
0.78% more ownership
Funds ownership: 80.51% → 81.29% (+0.78%)
3% less repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 346
19% less call options, than puts
Call options by funds: $1.44B | Put options by funds: $1.78B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
+$232M |
| 2 |
Jennison Associates
New York
|
+$231M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$178M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$158M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$294M |
| 2 |
SC
Sculptor Capital
New York
|
-$236M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$201M |
| 4 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$168M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$142M |
HAL Hedge Fund Activity: Q4 2016 in Review
1,003 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2016, worth a combined $38B — up 23% from $30.9B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new HAL positions and 65 closed out — a net gain of 115 holders — while 334 added to existing stakes and 346 trimmed.
The largest buyer was Carmignac Gestion, opening a new position worth an estimated $232M. The largest seller was Franklin Resources, cutting an estimated $294M.
- 1,003 institutional investors held Halliburton (HAL) as of Q4 2016, up from 901 in Q3 2016.
- Funds reported $38B of Halliburton stock for Q4 2016, up 23% quarter-over-quarter.
- 180 funds opened new Halliburton positions in Q4 2016 and 65 closed out, a net change of +115 holders.
- The largest Halliburton buyer in Q4 2016 was Carmignac Gestion, an estimated $232M added.
- The largest Halliburton seller in Q4 2016 was Franklin Resources, an estimated $294M sold.
Based on aggregated 13F filings for Q4 2016.