Halliburton
984 hedge funds and large institutions have $29.1B invested in Halliburton in 2015 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 379 reducing their positions, and 74 closing their positions.
27% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 74
11% more call options, than puts
Call options by funds: $1.67B | Put options by funds: $1.5B
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
0.94% more ownership
Funds ownership: 78.48% → 79.42% (+0.94%)
1% more funds holding
Funds holding: 975 → 984 (+9)
1% less capital invested
Capital invested by funds: $29.2B → $29.1B (-$157M)
7% less repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 379
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$401M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$285M |
| 3 |
VH
ValueAct Holdings
San Francisco,
California
|
+$173M |
| 4 |
Millennium Management
New York
|
+$132M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$540M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$381M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$202M |
| 4 |
JP Morgan Chase
New York
|
-$186M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$123M |
HAL Hedge Fund Activity: Q2 2015 in Review
984 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2015, worth a combined $29.1B — down 0.54% from $29.2B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new HAL positions and 74 closed out — a net gain of 20 holders — while 352 added to existing stakes and 379 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $401M. The largest seller was Wellington Management Group, cutting an estimated $540M.
- 984 institutional investors held Halliburton (HAL) as of Q2 2015, up from 975 in Q1 2015.
- Funds reported $29.1B of Halliburton stock for Q2 2015, down 0.54% quarter-over-quarter.
- 94 funds opened new Halliburton positions in Q2 2015 and 74 closed out, a net change of +20 holders.
- The largest Halliburton buyer in Q2 2015 was Capital Research Global Investors, an estimated $401M added.
- The largest Halliburton seller in Q2 2015 was Wellington Management Group, an estimated $540M sold.
Based on aggregated 13F filings for Q2 2015.