Halliburton
789 hedge funds and large institutions have $15.6B invested in Halliburton in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 292 increasing their positions, 306 reducing their positions, and 143 closing their positions.
0.28% more ownership
Funds ownership: 78.55% → 78.82% (+0.28%)
5% less repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 306
9% less call options, than puts
Call options by funds: $595M | Put options by funds: $657M
10% less funds holding
Funds holding: 875 → 789 (-86)
22% less capital invested
Capital invested by funds: $20B → $15.6B (-$4.44B)
52% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 143
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$290M |
| 2 |
BlackRock
New York
|
+$127M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$127M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$105M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$89.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$370M |
| 2 |
Lazard Asset Management
New York
|
-$99.8M |
| 3 |
Millennium Management
New York
|
-$81.6M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$72.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$56.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
926
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$2.9K | -99 | Closed |
|
927
AssetMark Inc
Concord,
California
| – | -$3K | -92 | Closed |
|
|
WCM
928
WealthBridge Capital Management
Westerville,
Ohio
| – | -$1K | -42 | Closed |
|
|
BMM
929
Buffington Mohr McNeal
Boise,
Idaho
| – | -$1K | -33 | Closed |
|
|
FCAS
930
First Command Advisory Services
Fort Worth,
Texas
| – | -$1K | -32 | Closed |
|
|
OSAM
931
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$26 | +1 | New |
|
HAL Hedge Fund Activity: Q2 2019 in Review
789 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2019, worth a combined $15.6B — down 22% from $20B a quarter earlier.
Sellers outnumbered buyers: 143 funds closed out of HAL and 69 opened new positions — a net loss of 74 holders — while 306 trimmed existing stakes and 292 added.
The largest buyer was Pzena Investment Management, adding an estimated $290M. The largest seller was Wellington Management Group, cutting an estimated $370M.
- 789 institutional investors held Halliburton (HAL) as of Q2 2019, down from 875 in Q1 2019.
- Funds reported $15.6B of Halliburton stock for Q2 2019, down 22% quarter-over-quarter.
- 69 funds opened new Halliburton positions in Q2 2019 and 143 closed out, a net change of -74 holders.
- The largest Halliburton buyer in Q2 2019 was Pzena Investment Management, an estimated $290M added.
- The largest Halliburton seller in Q2 2019 was Wellington Management Group, an estimated $370M sold.
Based on aggregated 13F filings for Q2 2019.