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Halliburton

731 hedge funds and large institutions have $16.3B invested in Halliburton in 2021 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 235 increasing their positions, 238 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 57

10% more funds holding

Funds holding: 666731 (+65)

8% more capital invested

Capital invested by funds: $15.1B → $16.3B (+$1.19B)

0.9% more ownership

Funds ownership: 78.62%79.52% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 238

41% less call options, than puts

Call options by funds: $393M | Put options by funds: $671M

Holders
731
Holders Change
+65
Holders Change %
+9.76%
% of All Funds
11.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
127
Increased
235
Reduced
238
Closed
57
Calls
$393M
Puts
$671M
Net Calls
-$278M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Profund Advisors
Maryland
$1.61M +$71.6K +3,025 +4%
EOCM
252
Energy Opportunities Capital Management
Texas
$1.57M -$389K -16,420 -19%
NCA
253
New Century Advisors
Maryland
$1.57M +$1.63M +68,800 New
MWM
254
Midwest Wealth Management
Indiana
$1.56M +$200K +8,465 +14%
EMPI
255
Elo Mutual Pension Insurance
Finland
$1.54M +$130K +5,470 +9%
SGA
256
Strategic Global Advisors
California
$1.54M +$1.6M +67,420 New
NL
257
NWAM LLC
Washington
$1.53M +$121K +5,112 +8%
TCM
258
Teza Capital Management
Illinois
$1.53M +$1.12M +47,438 +242%
CWM
259
Congress Wealth Management
Massachusetts
$1.53M +$1.59M +67,013 New
MSRPS
260
Maryland State Retirement & Pension System
Maryland
$1.53M
DCM
261
Dupont Capital Management
Delaware
$1.52M -$270K -11,390 -15%
X
262
Xponance
Pennsylvania
$1.52M +$391K +16,497 +33%
PCIA
263
Prime Capital Investment Advisors
Kansas
$1.51M +$33.2K +1,403 +2%
ACM
264
Argyle Capital Management
Pennsylvania
$1.51M +$21.3K +900 +1%
CIBC World Market
265
CIBC World Market
Ontario, Canada
$1.5M +$631K +26,649 +68%
TRSOTSOK
266
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M -$48.1K -2,031 -3%
CFCI
267
Comprehensive Financial Consultants Institutional
Indiana
$1.49M +$1.08M +45,732 New
RJT
268
Raymond James Trust
Florida
$1.43M +$27.9K +1,177 +2%
Stifel Financial
269
Stifel Financial
Missouri
$1.42M -$69.9K -2,950 -5%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$1.41M +$187K +7,906 +15%
M&T Bank
271
M&T Bank
New York
$1.39M -$14.9K -629 -1%
Truist Financial
272
Truist Financial
North Carolina
$1.39M -$136K -5,745 -9%
CB
273
Commerce Bank
Missouri
$1.37M +$30.4K +1,284 +2%
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$1.35M +$86.3K +3,644 +7%
GLA
275
Great Lakes Advisors
Illinois
$1.33M -$39.8K -1,679 -3%

HAL Hedge Fund Activity: Q4 2021 in Review

731 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2021, worth a combined $16.3B — up 7.9% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new HAL positions and 57 closed out — a net gain of 70 holders — while 235 added to existing stakes and 238 trimmed.

The largest buyer was Credit Suisse, adding an estimated $115M. The largest seller was VanEck Associates, cutting an estimated $103M.

  • 731 institutional investors held Halliburton (HAL) as of Q4 2021, up from 666 in Q3 2021.
  • Funds reported $16.3B of Halliburton stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 127 funds opened new Halliburton positions in Q4 2021 and 57 closed out, a net change of +70 holders.
  • The largest Halliburton buyer in Q4 2021 was Credit Suisse, an estimated $115M added.
  • The largest Halliburton seller in Q4 2021 was VanEck Associates, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2021.