Hedge Fund - HBK Investments

David Costen Haley Bio, Returns, AUM, Net Worth

HBK Capital Management, as a Multi-Family Office, offers clients comprehensive and tailored solutions for managing and overseeing their global financial affairs. Their goal is to ensure both the preservation and steady growth of clients' capital while also supporting them with all administrative aspects related to their financial interests.

Mr. David Costen Haley is the President (emeritus) of the Dallas-based HBK Capital Management. He retired from HBK in December 2021 after a 27-year career, including the last 14 years as president. Before his leadership role, which began in 2007, Mr. Haley spent four years in merger arbitrage and nine years building a leveraged finance team focused on investments in distressed companies in the United States and Europe. Before joining HBK in 1994, Mr. Haley was a partner at the firm Andrews & Kurth, where he practiced corporate securities law from 1986 to 1994. Born in Little Rock, Arkansas, he earned an A.B., magna cum laude, in Social Studies from Harvard University in 1983 and a J.D. from Southern Methodist University Dedman School of Law in 1986, where he served as editor-in-chief of the law review.

HBK Investments L.P. is a hedge fund managing discretionary assets totaling $20.3 billion, according to their Form ADV dated March 28, 2024. The firm has eight clients and reported $21 billion in managed 13F securities for Q1 2024, with a top 10 holdings concentration of 92.64%. HBK's largest holding is the SPDR S&P 500 ETF Trust, with 20,565,800 shares.

David Costen Haley
Fund Profile
Filing Period:
Fund Name: HBK Investments
Manager David Costen Haley
Portfolio Value $21,037,455,047
Change This QTR +1.10%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. SPY 20,565,800 $10,757,353,006 -5% 51.13%
2. SPY 9,588,400 $5,015,404,388 -17% 23.84%
3. IEF 6,626,500 $1,393,552,950 +305% 6.62%
4. HES 8,318,100 $1,269,674,784 NEW 6.03%
5. IEF 2,483,000 $522,174,900 NEW 2.48%
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