Halliburton
912 hedge funds and large institutions have $31.5B invested in Halliburton in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 288 increasing their positions, 384 reducing their positions, and 77 closing their positions.
38% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 77
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
28% more capital invested
Capital invested by funds: $24.6B → $31.5B (+$6.93B)
26% more call options, than puts
Call options by funds: $1.19B | Put options by funds: $944M
2% more funds holding
Funds holding: 892 → 912 (+20)
0.85% more ownership
Funds ownership: 80.04% → 80.89% (+0.85%)
25% less repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$193M |
| 2 |
Millennium Management
New York
|
+$192M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$142M |
| 5 |
JP Morgan Chase
New York
|
+$139M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
-$199M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$160M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$159M |
| 4 |
Two Sigma Investments
New York
|
-$152M |
| 5 |
Two Sigma Advisers
New York
|
-$143M |
HAL Hedge Fund Activity: Q2 2016 in Review
912 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2016, worth a combined $31.5B — up 28% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new HAL positions and 77 closed out — a net gain of 29 holders — while 288 added to existing stakes and 384 trimmed.
The largest buyer was Jennison Associates, adding an estimated $193M. The largest seller was Brave Warrior Advisors, cutting an estimated $199M.
- 912 institutional investors held Halliburton (HAL) as of Q2 2016, up from 892 in Q1 2016.
- Funds reported $31.5B of Halliburton stock for Q2 2016, up 28% quarter-over-quarter.
- 106 funds opened new Halliburton positions in Q2 2016 and 77 closed out, a net change of +29 holders.
- The largest Halliburton buyer in Q2 2016 was Jennison Associates, an estimated $193M added.
- The largest Halliburton seller in Q2 2016 was Brave Warrior Advisors, an estimated $199M sold.
Based on aggregated 13F filings for Q2 2016.