Halliburton
678 hedge funds and large institutions have $8.13B invested in Halliburton in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 275 reducing their positions, and 61 closing their positions.
49% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 61
4.28% more ownership
Funds ownership: 72.6% → 76.88% (+4.3%)
4% more funds holding
Funds holding: 651 → 678 (+27)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less capital invested
Capital invested by funds: $8.26B → $8.13B (-$132M)
34% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 275
38% less call options, than puts
Call options by funds: $208M | Put options by funds: $335M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$860M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$129M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$35.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.4M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$253M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$99.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.8M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$35.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$25.9M |
HAL Hedge Fund Activity: Q3 2020 in Review
678 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2020, worth a combined $8.13B — down 1.6% from $8.26B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new HAL positions and 61 closed out — a net gain of 30 holders — while 182 added to existing stakes and 275 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $860M. The largest seller was Dodge & Cox, cutting an estimated $253M.
- 678 institutional investors held Halliburton (HAL) as of Q3 2020, up from 651 in Q2 2020.
- Funds reported $8.13B of Halliburton stock for Q3 2020, down 1.6% quarter-over-quarter.
- 91 funds opened new Halliburton positions in Q3 2020 and 61 closed out, a net change of +30 holders.
- The largest Halliburton buyer in Q3 2020 was Capital World Investors, an estimated $860M added.
- The largest Halliburton seller in Q3 2020 was Dodge & Cox, an estimated $253M sold.
Based on aggregated 13F filings for Q3 2020.