Halliburton
HAL
1,010 hedge funds and large institutions have $40.2B invested in Halliburton in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 384 increasing their positions, 382 reducing their positions, and 70 closing their positions.
81% more funds holding in top 10
Funds holding in top 10: 36 → 65 (+29)
50% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 70
46% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $731M
19% more capital invested
Capital invested by funds: $33.8B → $40.2B (+$6.35B)
2% more funds holding
Funds holding: 989 → 1,010 (+21)
1.16% more ownership
Funds ownership: 78.1% → 79.26% (+1.2%)
1% more repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 382
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$238M |
| 2 |
AM
Appaloosa Management
Miami Beach,
Florida
|
+$215M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$143M |
| 4 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$130M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$212M |
| 2 |
Goldman Sachs
New York
|
-$150M |
| 3 |
State Street
Boston,
Massachusetts
|
-$121M |
| 4 |
SCM
Steadfast Capital Management
New York
|
-$116M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$102M |
HAL Hedge Fund Activity: Q1 2014 in Review
1,010 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2014, worth a combined $40.2B — up 19% from $33.8B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new HAL positions and 70 closed out — a net gain of 35 holders — while 384 added to existing stakes and 382 trimmed.
The largest buyer was Ameriprise, adding an estimated $238M. The largest seller was JP Morgan Chase, cutting an estimated $212M.
- 1,010 institutional investors held Halliburton (HAL) as of Q1 2014, up from 989 in Q4 2013.
- Funds reported $40.2B of Halliburton stock for Q1 2014, up 19% quarter-over-quarter.
- 105 funds opened new Halliburton positions in Q1 2014 and 70 closed out, a net change of +35 holders.
- The largest Halliburton buyer in Q1 2014 was Ameriprise, an estimated $238M added.
- The largest Halliburton seller in Q1 2014 was JP Morgan Chase, an estimated $212M sold.
Based on aggregated 13F filings for Q1 2014.