Halliburton
990 hedge funds and large institutions have $33.6B invested in Halliburton in 2013 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 345 increasing their positions, 375 reducing their positions, and 43 closing their positions.
230% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 43
47% more call options, than puts
Call options by funds: $2.02B | Put options by funds: $1.38B
10% more funds holding
Funds holding: 901 → 990 (+89)
9% more funds holding in top 10
Funds holding in top 10: 33 → 36 (+3)
4.6% more ownership
Funds ownership: 73.5% → 78.1% (+4.6%)
4% more capital invested
Capital invested by funds: $32.3B → $33.6B (+$1.3B)
8% less repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 375
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$216M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$181M |
| 3 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$161M |
| 4 |
SFM
Soros Fund Management
New York
|
+$133M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
-$484M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$278M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$260M |
| 4 |
Citigroup
New York
|
-$102M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$98.3M |
HAL Hedge Fund Activity: Q4 2013 in Review
990 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2013, worth a combined $33.6B — up 4% from $32.3B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new HAL positions and 43 closed out — a net gain of 99 holders — while 345 added to existing stakes and 375 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $216M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $484M sold.
- 990 institutional investors held Halliburton (HAL) as of Q4 2013, up from 901 in Q3 2013.
- Funds reported $33.6B of Halliburton stock for Q4 2013, up 4% quarter-over-quarter.
- 142 funds opened new Halliburton positions in Q4 2013 and 43 closed out, a net change of +99 holders.
- The largest Halliburton buyer in Q4 2013 was JP Morgan Chase, an estimated $216M added.
- The largest Halliburton seller in Q4 2013 was Carmignac Gestion, an estimated $484M sold.
Based on aggregated 13F filings for Q4 2013.