Halliburton
920 hedge funds and large institutions have $23.2B invested in Halliburton in 2015 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 297 increasing their positions, 412 reducing their positions, and 86 closing their positions.
21% more call options, than puts
Call options by funds: $1.28B | Put options by funds: $1.06B
8% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 86
0% less funds holding
Funds holding: 921 → 920 (-1)
0.33% less ownership
Funds ownership: 79.86% → 79.53% (-0.33%)
3% less capital invested
Capital invested by funds: $24B → $23.2B (-$809M)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
28% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 412
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$620M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$454M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$251M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$162M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$779M |
| 2 |
SC
Sculptor Capital
New York
|
-$201M |
| 3 |
SG Americas Securities
New York
|
-$159M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$137M |
| 5 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$120M |
HAL Hedge Fund Activity: Q4 2015 in Review
920 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2015, worth a combined $23.2B — down 3.4% from $24B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new HAL positions and 86 closed out — a net gain of 7 holders — while 297 added to existing stakes and 412 trimmed.
The largest buyer was Capital World Investors, adding an estimated $620M. The largest seller was ValueAct Holdings, cutting an estimated $779M.
- 920 institutional investors held Halliburton (HAL) as of Q4 2015, down from 921 in Q3 2015.
- Funds reported $23.2B of Halliburton stock for Q4 2015, down 3.4% quarter-over-quarter.
- 93 funds opened new Halliburton positions in Q4 2015 and 86 closed out, a net change of +7 holders.
- The largest Halliburton buyer in Q4 2015 was Capital World Investors, an estimated $620M added.
- The largest Halliburton seller in Q4 2015 was ValueAct Holdings, an estimated $779M sold.
Based on aggregated 13F filings for Q4 2015.