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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
HW
251
Hedeker Wealth
Illinois
$3.21M +$381K +10,324 +12%
AAM
252
Azzad Asset Management
Virginia
$3.2M +$453K +12,266 +15%
CEI
253
Clark Estates Inc
New York
$3.2M -$101K -2,750 -3%
SI
254
Stephens Inc
Arkansas
$3.19M +$411K +11,123 +13%
ACM
255
Aquatic Capital Management
Illinois
$3.18M +$3.48M +94,200 New
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$3.15M +$16.3K +441 +0.5%
Bank of Nova Scotia
257
Bank of Nova Scotia
Ontario, Canada
$3.12M -$283K -7,678 -8%
Mirae Asset Global ETFs Holdings
258
Mirae Asset Global ETFs Holdings
Hong Kong
$3.09M +$3.38M +91,457 New
LSA
259
Leonteq Securities AG
Switzerland
$3.07M +$2.92M +79,086 +666%
Aviva
260
Aviva
United Kingdom
$3.03M -$1.6M -43,231 -33%
WG
261
Winton Group
United Kingdom
$3.02M -$1.44M -38,930 -30%
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$3.01M +$718K +19,454 +28%
AW
263
Avion Wealth
Texas
$2.99M +$517 +14 +0%
VPIM
264
Vanguard Personalized Indexing Management
California
$2.97M +$221K +5,997 +7%
Dodge & Cox
265
Dodge & Cox
California
$2.95M -$192K -5,200 -6%
EGM
266
Engineers Gate Manager
New York
$2.92M -$666K -18,056 -17%
HIMC
267
Heritage Investors Management Corp
Maryland
$2.87M -$369 -10 -0%
GC
268
Guggenheim Capital
Illinois
$2.84M -$752K -20,365 -19%
Verition Fund Management
269
Verition Fund Management
Connecticut
$2.81M +$2.04M +55,396 +199%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$2.76M -$72.4K -1,961 -2%
TI
271
Tidal Investments
Wisconsin
$2.73M +$385K +10,432 +15%
PCIA
272
Prime Capital Investment Advisors
Kansas
$2.69M -$114K -3,087 -4%
BAAM
273
Baker Avenue Asset Management
California
$2.64M +$476K +12,908 +20%
BBVA
274
Banco Bilbao Vizcaya Argentaria
Spain
$2.64M +$935K +25,333 +48%
Capstone Investment Advisors
275
Capstone Investment Advisors
New York
$2.6M +$2.67M +72,300 +1,513%

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.