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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
EMPI
276
Elo Mutual Pension Insurance
Finland
$2.59M -$685K -18,569 -19%
APF
277
Alaska Permanent Fund
Alaska
$2.59M +$54.1K +1,466 +2%
RJT
278
Raymond James Trust
Florida
$2.58M +$179K +4,841 +7%
SA
279
Sanctuary Advisors
Indiana
$2.58M +$2.47M +66,818 New
ECU
280
Eisler Capital (UK)
United Kingdom
$2.57M +$2.43M +65,781 +638%
OPERF
281
Oregon Public Employees Retirement Fund
Oregon
$2.57M -$295 -8 -0%
GIBU
282
Gulf International Bank (UK)
United Kingdom
$2.52M
TRCT
283
Tower Research Capital (TRC)
New York
$2.49M +$2.27M +61,617 +506%
NA
284
NewEdge Advisors
Louisiana
$2.49M +$489K +13,241 +22%
Lido Advisors
285
Lido Advisors
California
$2.49M -$117K -3,175 -4%
MC
286
Moors & Cabot
Massachusetts
$2.47M -$110K -2,974 -4%
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$2.46M +$416K +11,269 +18%
BCM
288
Birmingham Capital Management
Alabama
$2.43M -$64.6K -1,750 -2%
SLAM
289
Swiss Life Asset Management
$2.41M -$4.08M -110,457 -61%
TCM
290
Teza Capital Management
Illinois
$2.4M +$2.63M +71,138 New
TRSOTSOK
291
Teachers Retirement System of the State of Kentucky
Kentucky
$2.4M -$78.5K -2,126 -3%
D.E. Shaw & Co
292
D.E. Shaw & Co
New York
$2.38M +$1.42M +38,580 +121%
VF
293
Virtu Financial
New York
$2.36M +$2.58M +69,775 New
XT
294
XTX Topco
Cayman Islands
$2.34M +$2.56M +69,355 New
CM
295
CoreCommodity Management
Connecticut
$2.34M +$568K +15,380 +29%
MSRPS
296
Maryland State Retirement & Pension System
Maryland
$2.32M -$67K -1,814 -3%
MSU
297
Mizuho Securities USA
New York
$2.31M +$2.52M +68,259 New
RBA
298
Richard Bernstein Advisors
New York
$2.29M
1832 Asset Management
299
1832 Asset Management
Ontario, Canada
$2.28M +$2.47M +67,000 +14,105%
KRS
300
Kentucky Retirement Systems
Kentucky
$2.25M -$32.6K -884 -1%

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.