We are live on ! Find out more
HAL icon

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
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$799K -$113K -4,755 -12%
CCM
327
Chilton Capital Management
Texas
$798K +$1.18K +50 +0.1%
GHA
328
GW Henssler & Associates
Georgia
$786K -$3.88K -164 -0.5%
WPW
329
Warther Private Wealth
Ohio
$785K +$26.4K +1,116 +4%
MIS
330
Morningstar Investment Services
Illinois
$783K +$140K +5,921 +21%
OF
331
Outfitter Financial
Maine
$782K
AIA
332
Affinity Investment Advisors
California
$776K +$9.38K +396 +1%
CCC
333
Crescent Capital Consulting
Louisiana
$766K +$758K +32,000 +2,133%
ATC
334
Argent Trust Co
Tennessee
$764K -$39.8K -1,680 -5%
B
335
Barings
North Carolina
$762K -$46K -1,941 -6%
CCM
336
CAAS Capital Management
New York
$752K +$779K +32,900 New
E
337
Ergoteles
New York
$748K +$775K +32,708 New
CFG
338
Citizens Financial Group
Rhode Island
$733K -$9.78K -413 -1%
CWM
339
CIBC World Markets
New York
$730K -$433K -18,294 -36%
Luther King Capital Management (LKCM)
340
Luther King Capital Management (LKCM)
Texas
$727K -$404K -17,081 -35%
KAS
341
Kestra Advisory Services
Texas
$721K +$149K +6,313 +25%
MNBTD
342
Moody National Bank Trust Division
Texas
$707K -$2.25M -95,088 -75%
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$695K +$40.8K +1,722 +6%
WS
344
Wedbush Securities
California
$691K +$1.52K +64 +0.2%
PAMP
345
Polar Asset Management Partners
Ontario, Canada
$691K +$14.9K +630 +2%
KJHP
346
K.J. Harrison & Partners
Ontario, Canada
$687K +$710K +30,000 New
TMAM
347
Tokio Marine Asset Management
Japan
$677K +$35.3K +1,490 +5%
HNB
348
Huntington National Bank
Ohio
$667K -$15.3K -646 -2%
Neuberger Berman Group
349
Neuberger Berman Group
New York
$636K +$406K +17,126 +80%
TRCT
350
Tower Research Capital (TRC)
New York
$633K +$96.1K +4,059 +17%

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.