Halliburton
679 hedge funds and large institutions have $4.55B invested in Halliburton in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 231 reducing their positions, and 156 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 231
5.33% less ownership
Funds ownership: 80.6% → 75.27% (-5.3%)
11% less funds holding
Funds holding: 760 → 679 (-81)
42% less call options, than puts
Call options by funds: $140M | Put options by funds: $242M
42% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 156
74% less capital invested
Capital invested by funds: $17.3B → $4.55B (-$12.8B)
89% less funds holding in top 10
Funds holding in top 10: 9 → 1 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$263M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$106M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$69.2M |
| 4 |
BlackRock
New York
|
+$68.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$64.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$656M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$333M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$257M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$108M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$92.4M |
HAL Hedge Fund Activity: Q1 2020 in Review
679 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2020, worth a combined $4.55B — down 74% from $17.3B a quarter earlier.
Sellers outnumbered buyers: 156 funds closed out of HAL and 90 opened new positions — a net loss of 66 holders — while 231 trimmed existing stakes and 254 added.
The largest buyer was Pzena Investment Management, adding an estimated $263M. The largest seller was Macquarie Group, cutting an estimated $656M.
- 679 institutional investors held Halliburton (HAL) as of Q1 2020, down from 760 in Q4 2019.
- Funds reported $4.55B of Halliburton stock for Q1 2020, down 74% quarter-over-quarter.
- 90 funds opened new Halliburton positions in Q1 2020 and 156 closed out, a net change of -66 holders.
- The largest Halliburton buyer in Q1 2020 was Pzena Investment Management, an estimated $263M added.
- The largest Halliburton seller in Q1 2020 was Macquarie Group, an estimated $656M sold.
Based on aggregated 13F filings for Q1 2020.