Halliburton
1,019 hedge funds and large institutions have $31.7B invested in Halliburton in 2018 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 351 increasing their positions, 403 reducing their positions, and 82 closing their positions.
6% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 82
0% more funds holding
Funds holding: 1,019 → 1,019 (0)
0.56% less ownership
Funds ownership: 81.05% → 80.5% (-0.56%)
4% less capital invested
Capital invested by funds: $33.1B → $31.7B (-$1.36B)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
13% less repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 403
15% less call options, than puts
Call options by funds: $749M | Put options by funds: $884M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$812M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$124M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$124M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$120M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
+$90M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$192M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$171M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$157M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$154M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$128M |
HAL Hedge Fund Activity: Q2 2018 in Review
1,019 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2018, worth a combined $31.7B — down 4.1% from $33.1B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new HAL positions and 82 closed out — a net gain of 5 holders — while 351 added to existing stakes and 403 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $812M. The largest seller was Aberdeen Group, cutting an estimated $192M.
- 1,019 institutional investors held Halliburton (HAL) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $31.7B of Halliburton stock for Q2 2018, down 4.1% quarter-over-quarter.
- 87 funds opened new Halliburton positions in Q2 2018 and 82 closed out, a net change of +5 holders.
- The largest Halliburton buyer in Q2 2018 was Wellington Management Group, an estimated $812M added.
- The largest Halliburton seller in Q2 2018 was Aberdeen Group, an estimated $192M sold.
Based on aggregated 13F filings for Q2 2018.