Halliburton
1,055 hedge funds and large institutions have $43.4B invested in Halliburton in 2014 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 382 increasing their positions, 442 reducing their positions, and 84 closing their positions.
2% less funds holding
Funds holding: 1,074 → 1,055 (-19)
1.79% less ownership
Funds ownership: 80.79% → 79% (-1.8%)
10% less capital invested
Capital invested by funds: $48.4B → $43.4B (-$5.07B)
11% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 84
13% less call options, than puts
Call options by funds: $946M | Put options by funds: $1.09B
14% less repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 442
45% less funds holding in top 10
Funds holding in top 10: 82 → 45 (-37)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$515M |
| 2 |
JP Morgan Chase
New York
|
+$283M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$211M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$175M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$574M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$495M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
-$253M |
| 4 |
SFM
Soros Fund Management
New York
|
-$161M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$145M |
HAL Hedge Fund Activity: Q3 2014 in Review
1,055 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2014, worth a combined $43.4B — down 10% from $48.4B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of HAL and 75 opened new positions — a net loss of 9 holders — while 442 trimmed existing stakes and 382 added.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $515M. The largest seller was Norges Bank, cutting an estimated $574M.
- 1,055 institutional investors held Halliburton (HAL) as of Q3 2014, down from 1,074 in Q2 2014.
- Funds reported $43.4B of Halliburton stock for Q3 2014, down 10% quarter-over-quarter.
- 75 funds opened new Halliburton positions in Q3 2014 and 84 closed out, a net change of -9 holders.
- The largest Halliburton buyer in Q3 2014 was Winslow Capital Management, an estimated $515M added.
- The largest Halliburton seller in Q3 2014 was Norges Bank, an estimated $574M sold.
Based on aggregated 13F filings for Q3 2014.