Halliburton
923 hedge funds and large institutions have $32.5B invested in Halliburton in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 325 increasing their positions, 374 reducing their positions, and 95 closing their positions.
8% more capital invested
Capital invested by funds: $30B → $32.5B (+$2.52B)
0.11% more ownership
Funds ownership: 80.86% → 80.97% (+0.11%)
3% less funds holding
Funds holding: 952 → 923 (-29)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
13% less repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 374
22% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 95
48% less call options, than puts
Call options by funds: $730M | Put options by funds: $1.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$236M |
| 2 |
Goldman Sachs
New York
|
+$147M |
| 3 |
Pzena Investment Management
New York
|
+$138M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$128M |
| 5 |
Barclays
London,
United Kingdom
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$157M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$155M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$103M |
| 4 |
Renaissance Technologies
New York
|
-$102M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$98.4M |
HAL Hedge Fund Activity: Q3 2017 in Review
923 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2017, worth a combined $32.5B — up 8.4% from $30B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of HAL and 74 opened new positions — a net loss of 21 holders — while 374 trimmed existing stakes and 325 added.
The largest buyer was BlackRock, adding an estimated $236M. The largest seller was Franklin Resources, cutting an estimated $157M.
- 923 institutional investors held Halliburton (HAL) as of Q3 2017, down from 952 in Q2 2017.
- Funds reported $32.5B of Halliburton stock for Q3 2017, up 8.4% quarter-over-quarter.
- 74 funds opened new Halliburton positions in Q3 2017 and 95 closed out, a net change of -21 holders.
- The largest Halliburton buyer in Q3 2017 was BlackRock, an estimated $236M added.
- The largest Halliburton seller in Q3 2017 was Franklin Resources, an estimated $157M sold.
Based on aggregated 13F filings for Q3 2017.