Halliburton
998 hedge funds and large institutions have $25.6B invested in Halliburton in 2014 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 376 reducing their positions, and 197 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 376
2% less call options, than puts
Call options by funds: $1.37B | Put options by funds: $1.4B
2.21% less ownership
Funds ownership: 79% → 76.8% (-2.2%)
5% less funds holding
Funds holding: 1,055 → 998 (-57)
22% less first-time investments, than exits
New positions opened: 153 | Existing positions closed: 197
41% less capital invested
Capital invested by funds: $43.4B → $25.6B (-$17.8B)
64% less funds holding in top 10
Funds holding in top 10: 45 → 16 (-29)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$1.02B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$404M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$296M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$276M |
| 5 |
JP Morgan Chase
New York
|
+$217M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$595M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$378M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$365M |
| 4 |
AM
Appaloosa Management
Miami Beach,
Florida
|
-$324M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$257M |
HAL Hedge Fund Activity: Q4 2014 in Review
998 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2014, worth a combined $25.6B — down 41% from $43.4B a quarter earlier.
Sellers outnumbered buyers: 197 funds closed out of HAL and 153 opened new positions — a net loss of 44 holders — while 376 trimmed existing stakes and 379 added.
The largest buyer was ValueAct Holdings, opening a new position worth an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $595M.
- 998 institutional investors held Halliburton (HAL) as of Q4 2014, down from 1,055 in Q3 2014.
- Funds reported $25.6B of Halliburton stock for Q4 2014, down 41% quarter-over-quarter.
- 153 funds opened new Halliburton positions in Q4 2014 and 197 closed out, a net change of -44 holders.
- The largest Halliburton buyer in Q4 2014 was ValueAct Holdings, an estimated $1.02B added.
- The largest Halliburton seller in Q4 2014 was Fidelity Investments, an estimated $595M sold.
Based on aggregated 13F filings for Q4 2014.