Halliburton
975 hedge funds and large institutions have $29.2B invested in Halliburton in 2015 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 382 reducing their positions, and 114 closing their positions.
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
14% more capital invested
Capital invested by funds: $25.6B → $29.2B (+$3.64B)
1.69% more ownership
Funds ownership: 76.8% → 78.48% (+1.7%)
7% less repeat investments, than reductions
Existing positions increased: 357 | Existing positions reduced: 382
8% less first-time investments, than exits
New positions opened: 105 | Existing positions closed: 114
2% less funds holding
Funds holding: 998 → 975 (-23)
20% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $1.48B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$536M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$394M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$344M |
| 4 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$264M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$196M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$192M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$159M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$154M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$137M |
HAL Hedge Fund Activity: Q1 2015 in Review
975 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2015, worth a combined $29.2B — up 14% from $25.6B a quarter earlier.
Sellers outnumbered buyers: 114 funds closed out of HAL and 105 opened new positions — a net loss of 9 holders — while 382 trimmed existing stakes and 357 added.
The largest buyer was ValueAct Holdings, adding an estimated $536M. The largest seller was Fidelity Investments, cutting an estimated $196M.
- 975 institutional investors held Halliburton (HAL) as of Q1 2015, down from 998 in Q4 2014.
- Funds reported $29.2B of Halliburton stock for Q1 2015, up 14% quarter-over-quarter.
- 105 funds opened new Halliburton positions in Q1 2015 and 114 closed out, a net change of -9 holders.
- The largest Halliburton buyer in Q1 2015 was ValueAct Holdings, an estimated $536M added.
- The largest Halliburton seller in Q1 2015 was Fidelity Investments, an estimated $196M sold.
Based on aggregated 13F filings for Q1 2015.