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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
KBC Group
301
KBC Group
Belgium
$1.05M -$1.81M -76,299 -62%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$1.05M +$12.6K +533 +1%
CGH
303
Crossmark Global Holdings
Texas
$1.02M -$2.6K -110 -0.2%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$1M +$932K +39,346 +875%
CC
305
Centiva Capital
New York
$982K +$145K +6,134 +17%
SI
306
Saxon Interests
Texas
$982K +$859K +36,293 New
PGFC
307
Peapack-Gladstone Financial Corp
New Jersey
$936K +$25.5K +1,076 +3%
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
$930K -$16.2K -685 -2%
MC
309
Moors & Cabot
Massachusetts
$921K -$13.5K -572 -1%
CAM
310
Cacti Asset Management
Georgia
$915K
EI
311
Ethic Inc
New York
$909K -$144K -6,075 -13%
PI
312
PineBridge Investments
New York
$902K -$1.09M -45,992 -54%
SPC
313
Sigma Planning Corp
Michigan
$898K -$20.9K -883 -2%
BPFA
314
Barnes Pettey Financial Advisors
Mississippi
$890K +$921K +38,897 New
AIM
315
Achmea Investment Management
Netherlands
$887K -$718K -30,306 -44%
PHK
316
Point72 Hong Kong
Hong Kong
$886K -$1.63M -68,788 -64%
UCFA
317
United Capital Financial Advisors
Texas
$885K -$38K -1,606 -4%
WPW
318
Waldron Private Wealth
Pennsylvania
$876K +$908K +38,333 New
CNC
319
Citizens & Northern Corp
Pennsylvania
$860K -$19.3K -816 -2%
BCI
320
Brinker Capital Investments
Pennsylvania
$859K +$488K +20,606 +121%
BBNA
321
Bremer Bank National Association
Minnesota
$854K -$267K -11,262 -23%
Point72 Asset Management
322
Point72 Asset Management
Connecticut
$850K -$20.7M -875,691 -96%
Credit Agricole
323
Credit Agricole
France
$846K -$164K -6,906 -16%
BMSSC
324
B. Metzler seel. Sohn & Co
Germany
$832K +$203K +8,586 +31%
HSA
325
Hussman Strategic Advisors
Maryland
$800K

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.