Halliburton
698 hedge funds and large institutions have $13.2B invested in Halliburton in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 200 increasing their positions, 274 reducing their positions, and 75 closing their positions.
62% more capital invested
Capital invested by funds: $8.14B → $13.2B (+$5.05B)
35% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 75
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more funds holding
Funds holding: 679 → 698 (+19)
2.04% more ownership
Funds ownership: 76.87% → 78.91% (+2%)
27% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 274
35% less call options, than puts
Call options by funds: $314M | Put options by funds: $485M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$84.7M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$77.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$50.6M |
| 5 |
Janus Henderson Group
London,
|
+$43.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$126M |
| 2 |
Sanders Capital
West Palm Beach,
Florida
|
-$66.7M |
| 3 |
Two Sigma Investments
New York
|
-$32.3M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$31.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$27.2M |
HAL Hedge Fund Activity: Q4 2020 in Review
698 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2020, worth a combined $13.2B — up 62% from $8.14B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new HAL positions and 75 closed out — a net gain of 26 holders — while 200 added to existing stakes and 274 trimmed.
The largest buyer was Boston Partners, adding an estimated $84.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $126M.
- 698 institutional investors held Halliburton (HAL) as of Q4 2020, up from 679 in Q3 2020.
- Funds reported $13.2B of Halliburton stock for Q4 2020, up 62% quarter-over-quarter.
- 101 funds opened new Halliburton positions in Q4 2020 and 75 closed out, a net change of +26 holders.
- The largest Halliburton buyer in Q4 2020 was Boston Partners, an estimated $84.7M added.
- The largest Halliburton seller in Q4 2020 was T. Rowe Price Associates, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2020.