Halliburton
903 hedge funds and large institutions have $31.1B invested in Halliburton in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 301 increasing their positions, 362 reducing their positions, and 65 closing their positions.
3% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 65
0.38% less ownership
Funds ownership: 80.89% → 80.51% (-0.38%)
1% less funds holding
Funds holding: 912 → 903 (-9)
1% less capital invested
Capital invested by funds: $31.5B → $31.1B (-$373M)
6% less call options, than puts
Call options by funds: $947M | Put options by funds: $1.01B
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
17% less repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 362
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$317M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$294M |
| 3 |
Jennison Associates
New York
|
+$278M |
| 4 |
SC
Sculptor Capital
New York
|
+$207M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$290M |
| 2 |
JP Morgan Chase
New York
|
-$148M |
| 3 |
O
OppenheimerFunds
New York
|
-$115M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$113M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$110M |
HAL Hedge Fund Activity: Q3 2016 in Review
903 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2016, worth a combined $31.1B — down 1.2% from $31.5B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new HAL positions and 65 closed out — a net gain of 2 holders — while 301 added to existing stakes and 362 trimmed.
The largest buyer was Capital World Investors, adding an estimated $317M. The largest seller was Franklin Resources, cutting an estimated $290M.
- 903 institutional investors held Halliburton (HAL) as of Q3 2016, down from 912 in Q2 2016.
- Funds reported $31.1B of Halliburton stock for Q3 2016, down 1.2% quarter-over-quarter.
- 67 funds opened new Halliburton positions in Q3 2016 and 65 closed out, a net change of +2 holders.
- The largest Halliburton buyer in Q3 2016 was Capital World Investors, an estimated $317M added.
- The largest Halliburton seller in Q3 2016 was Franklin Resources, an estimated $290M sold.
Based on aggregated 13F filings for Q3 2016.