Halliburton
871 hedge funds and large institutions have $18.6B invested in Halliburton in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 265 increasing their positions, 379 reducing their positions, and 201 closing their positions.
1.33% more ownership
Funds ownership: 78.99% → 80.31% (+1.3%)
9% less funds holding
Funds holding: 962 → 871 (-91)
24% less call options, than puts
Call options by funds: $699M | Put options by funds: $923M
30% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 379
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
34% less capital invested
Capital invested by funds: $28.1B → $18.6B (-$9.56B)
40% less first-time investments, than exits
New positions opened: 120 | Existing positions closed: 201
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$664M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$427M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$102M |
| 4 |
Two Sigma Investments
New York
|
+$101M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$96.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$221M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$187M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$115M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$109M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$86.4M |
HAL Hedge Fund Activity: Q4 2018 in Review
871 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2018, worth a combined $18.6B — down 34% from $28.1B a quarter earlier.
Sellers outnumbered buyers: 201 funds closed out of HAL and 120 opened new positions — a net loss of 81 holders — while 379 trimmed existing stakes and 265 added.
The largest buyer was Dodge & Cox, adding an estimated $664M. The largest seller was Ameriprise, cutting an estimated $221M.
- 871 institutional investors held Halliburton (HAL) as of Q4 2018, down from 962 in Q3 2018.
- Funds reported $18.6B of Halliburton stock for Q4 2018, down 34% quarter-over-quarter.
- 120 funds opened new Halliburton positions in Q4 2018 and 201 closed out, a net change of -81 holders.
- The largest Halliburton buyer in Q4 2018 was Dodge & Cox, an estimated $664M added.
- The largest Halliburton seller in Q4 2018 was Ameriprise, an estimated $221M sold.
Based on aggregated 13F filings for Q4 2018.