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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
TA
326
Townsend & Associates
Colorado
$1.89M -$37.2K -1,007 -2%
TSS
327
Two Sigma Securities
New York
$1.88M +$1.64M +44,461 +396%
QCM
328
Quantinno Capital Management
New York
$1.87M +$47.7K +1,292 +2%
KBC Group
329
KBC Group
Belgium
$1.87M -$6.9M -186,814 -77%
BCI
330
Brinker Capital Investments
Pennsylvania
$1.87M +$402K +10,902 +25%
OPS
331
Orion Portfolio Solutions
Nebraska
$1.87M +$402K +10,902 +25%
IWC
332
Integrated Wealth Concepts
Massachusetts
$1.86M +$468K +12,674 +30%
ZIM
333
Zacks Investment Management
Illinois
$1.82M +$85.1K +2,306 +4%
A
334
Allianz
Germany
$1.79M +$273K +7,410 +16%
CVA
335
Central Valley Advisors
California
$1.79M +$67.8K +1,837 +4%
OAM
336
Ostrum Asset Management
France
$1.78M +$18.5K +501 +1%
TW
337
TrinityPoint Wealth
Connecticut
$1.78M -$41.5K -1,125 -2%
AFS
338
Aft Forsyth & Sober
Florida
$1.78M
AssetMark Inc
339
AssetMark Inc
California
$1.77M +$986K +26,705 +104%
CCP
340
Cunning Capital Partners
North Carolina
$1.76M
BF
341
BOK Financial
Oklahoma
$1.76M -$73K -1,978 -4%
MIS
342
Morningstar Investment Services
Illinois
$1.76M +$14.5K +392 +0.8%
CIC
343
Cornercap Investment Counsel
Georgia
$1.76M -$43.4K -1,176 -2%
GCM
344
Glynn Capital Management
California
$1.76M
ACM
345
Argyle Capital Management
Pennsylvania
$1.75M -$51.7K -1,400 -3%
PRC
346
Pearl River Capital
Michigan
$1.74M -$922K -24,969 -33%
SAM
347
Securian Asset Management
Minnesota
$1.72M -$56.2K -1,522 -3%
SFI
348
Susquehanna Fundamental Investments
Pennsylvania
$1.7M -$1.03M -27,862 -36%
PAG
349
Private Advisor Group
New Jersey
$1.7M +$120K +3,242 +7%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$1.69M -$62.7K -1,700 -3%

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.