Halliburton
1,020 hedge funds and large institutions have $32.9B invested in Halliburton in 2018 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 367 increasing their positions, 395 reducing their positions, and 80 closing their positions.
31% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 80
1% more funds holding
Funds holding: 1,010 → 1,020 (+10)
0.14% more ownership
Funds ownership: 80.53% → 80.66% (+0.14%)
4% less capital invested
Capital invested by funds: $34.3B → $32.9B (-$1.4B)
7% less repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 395
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
28% less call options, than puts
Call options by funds: $790M | Put options by funds: $1.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sanders Capital
West Palm Beach,
Florida
|
+$589M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$460M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$103M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$102M |
| 5 |
KSCM
Key Square Capital Management
Stamford,
Connecticut
|
+$87.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$280M |
| 2 |
Millennium Management
New York
|
-$217M |
| 3 |
BlackRock
New York
|
-$192M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$189M |
| 5 |
JP Morgan Chase
New York
|
-$100M |
HAL Hedge Fund Activity: Q1 2018 in Review
1,020 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2018, worth a combined $32.9B — down 4.1% from $34.3B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new HAL positions and 80 closed out — a net gain of 25 holders — while 367 added to existing stakes and 395 trimmed.
The largest buyer was Sanders Capital, adding an estimated $589M. The largest seller was Franklin Resources, cutting an estimated $280M.
- 1,020 institutional investors held Halliburton (HAL) as of Q1 2018, up from 1,010 in Q4 2017.
- Funds reported $32.9B of Halliburton stock for Q1 2018, down 4.1% quarter-over-quarter.
- 105 funds opened new Halliburton positions in Q1 2018 and 80 closed out, a net change of +25 holders.
- The largest Halliburton buyer in Q1 2018 was Sanders Capital, an estimated $589M added.
- The largest Halliburton seller in Q1 2018 was Franklin Resources, an estimated $280M sold.
Based on aggregated 13F filings for Q1 2018.