Halliburton
1,010 hedge funds and large institutions have $34.3B invested in Halliburton in 2017 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 338 increasing their positions, 357 reducing their positions, and 74 closing their positions.
126% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 74
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
9% more funds holding
Funds holding: 924 → 1,010 (+86)
6% more capital invested
Capital invested by funds: $32.5B → $34.3B (+$1.83B)
0.44% less ownership
Funds ownership: 80.97% → 80.53% (-0.44%)
5% less repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 357
41% less call options, than puts
Call options by funds: $889M | Put options by funds: $1.51B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$194M |
| 2 |
Sanders Capital
West Palm Beach,
Florida
|
+$137M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$134M |
| 4 |
BlackRock
New York
|
+$107M |
| 5 |
Millennium Management
New York
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$932M |
| 2 |
JP Morgan Chase
New York
|
-$126M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$125M |
| 4 |
BCM
Brenham Capital Management
Dallas,
Texas
|
-$80.6M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$78.5M |
HAL Hedge Fund Activity: Q4 2017 in Review
1,010 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2017, worth a combined $34.3B — up 5.6% from $32.5B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new HAL positions and 74 closed out — a net gain of 93 holders — while 338 added to existing stakes and 357 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $194M. The largest seller was Capital World Investors, cutting an estimated $932M.
- 1,010 institutional investors held Halliburton (HAL) as of Q4 2017, up from 924 in Q3 2017.
- Funds reported $34.3B of Halliburton stock for Q4 2017, up 5.6% quarter-over-quarter.
- 167 funds opened new Halliburton positions in Q4 2017 and 74 closed out, a net change of +93 holders.
- The largest Halliburton buyer in Q4 2017 was Citadel Advisors, an estimated $194M added.
- The largest Halliburton seller in Q4 2017 was Capital World Investors, an estimated $932M sold.
Based on aggregated 13F filings for Q4 2017.