Halliburton
962 hedge funds and large institutions have $28.1B invested in Halliburton in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 365 increasing their positions, 374 reducing their positions, and 126 closing their positions.
2% less repeat investments, than reductions
Existing positions increased: 365 | Existing positions reduced: 374
1.51% less ownership
Funds ownership: 80.5% → 78.99% (-1.5%)
6% less funds holding
Funds holding: 1,019 → 962 (-57)
11% less capital invested
Capital invested by funds: $31.7B → $28.1B (-$3.58B)
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
37% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 126
41% less call options, than puts
Call options by funds: $577M | Put options by funds: $986M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$535M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$278M |
| 3 |
Sanders Capital
West Palm Beach,
Florida
|
+$163M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$148M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$340M |
| 2 |
Barclays
London,
United Kingdom
|
-$211M |
| 3 |
Jennison Associates
New York
|
-$182M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$140M |
| 5 |
Morgan Stanley
New York
|
-$127M |
HAL Hedge Fund Activity: Q3 2018 in Review
962 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2018, worth a combined $28.1B — down 11% from $31.7B a quarter earlier.
Sellers outnumbered buyers: 126 funds closed out of HAL and 79 opened new positions — a net loss of 47 holders — while 374 trimmed existing stakes and 365 added.
The largest buyer was Franklin Resources, adding an estimated $535M. The largest seller was Capital Research Global Investors, cutting an estimated $340M.
- 962 institutional investors held Halliburton (HAL) as of Q3 2018, down from 1,019 in Q2 2018.
- Funds reported $28.1B of Halliburton stock for Q3 2018, down 11% quarter-over-quarter.
- 79 funds opened new Halliburton positions in Q3 2018 and 126 closed out, a net change of -47 holders.
- The largest Halliburton buyer in Q3 2018 was Franklin Resources, an estimated $535M added.
- The largest Halliburton seller in Q3 2018 was Capital Research Global Investors, an estimated $340M sold.
Based on aggregated 13F filings for Q3 2018.