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Halliburton

977 hedge funds and large institutions have $26.3B invested in Halliburton in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 417 increasing their positions, 301 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 301

1.65% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

1% less funds holding

Funds holding: 991977 (-14)

13% less capital invested

Capital invested by funds: $30.2B → $26.3B (-$3.96B)

30% less call options, than puts

Call options by funds: $450M | Put options by funds: $647M

Holders
977
Holders Change
-14
Holders Change %
-1.41%
% of All Funds
14.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
102
Increased
417
Reduced
301
Closed
109
Calls
$450M
Puts
$647M
Net Calls
-$197M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
226
Reliant Investment Management
Tennessee
$4.16M +$45.6K +1,235 +1%
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$4.15M +$387K +10,478 +9%
SC
228
Skylands Capital
Wisconsin
$4.14M +$860K +23,300 +23%
ARG
229
Advisory Resource Group
Oklahoma
$4.14M +$344K +9,312 +8%
OC
230
Oppenheimer & Co
New York
$4.12M +$1.32M +35,889 +42%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$4.03M -$264K -7,152 -6%
IG
232
ING Group
Netherlands
$4.02M -$105K -2,843 -2%
X
233
Xponance
Pennsylvania
$4.01M -$721K -19,545 -14%
YCM
234
Yousif Capital Management
Michigan
$3.95M -$106K -2,864 -2%
Axa
235
Axa
France
$3.92M -$1.19M -32,149 -22%
CWM
236
CIBC World Markets
New York
$3.86M -$3.77M -102,087 -47%
SWM
237
Spire Wealth Management
Virginia
$3.79M -$852K -23,081 -17%
MOACM
238
Mutual of America Capital Management
New York
$3.77M -$187K -5,057 -4%
Corient Private Wealth
239
Corient Private Wealth
Florida
$3.75M +$348K +9,434 +9%
Allianz Asset Management
240
Allianz Asset Management
Germany
$3.69M -$309K -8,380 -7%
NAM
241
Nissay Asset Management
Japan
$3.6M +$81.3K +2,204 +2%
Janus Henderson Group
242
Janus Henderson Group
United Kingdom
$3.5M -$6.44M -174,546 -63%
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$3.46M +$363K +9,837 +11%
CSPAM
244
Cary Street Partners Asset Management
Virginia
$3.39M +$399K +10,798 +12%
CIA
245
Concurrent Investment Advisors
Florida
$3.32M +$2.05M +55,407 +129%
GVAG
246
Great Valley Advisor Group
Delaware
$3.29M +$629K +17,053 +21%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$3.27M +$314K +8,497 +10%
SOADOR
248
State of Alaska Department of Revenue
Alaska
$3.26M
HAI
249
Hennessy Advisors Inc
California
$3.24M -$51.7K -1,400 -1%
GIS
250
Graphene Investments SAS
France
$3.23M +$668K +18,100 +23%

HAL Hedge Fund Activity: Q2 2024 in Review

977 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2024, worth a combined $26.3B — down 13% from $30.2B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of HAL and 102 opened new positions — a net loss of 7 holders — while 301 trimmed existing stakes and 417 added.

The largest buyer was Pacer Advisors, adding an estimated $500M. The largest seller was T. Rowe Price Associates, cutting an estimated $624M.

  • 977 institutional investors held Halliburton (HAL) as of Q2 2024, down from 991 in Q1 2024.
  • Funds reported $26.3B of Halliburton stock for Q2 2024, down 13% quarter-over-quarter.
  • 102 funds opened new Halliburton positions in Q2 2024 and 109 closed out, a net change of -7 holders.
  • The largest Halliburton buyer in Q2 2024 was Pacer Advisors, an estimated $500M added.
  • The largest Halliburton seller in Q2 2024 was T. Rowe Price Associates, an estimated $624M sold.

Based on aggregated 13F filings for Q2 2024.