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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
CA
351
Cetera Advisors
Colorado
$618K -$284K -12,006 -31%
Cerity Partners
352
Cerity Partners
New York
$614K +$635K +26,836 New
POIA
353
Pin Oak Investment Advisors
Texas
$608K +$628K +26,500 +27,895%
WAM
354
Weatherly Asset Management
California
$600K -$41.2K -1,740 -6%
QCM
355
Quantinno Capital Management
New York
$597K +$619K +26,120 New
Squarepoint
356
Squarepoint
New York
$581K +$191K +8,055 +46%
Macquarie Group
357
Macquarie Group
Australia
$576K -$8.47M -357,594 -93%
CPA
358
Court Place Advisors
Maryland
$575K -$245K -10,363 -29%
SFS
359
Sowell Financial Services
Arkansas
$570K +$19.4K +819 +3%
SEC
360
Seven Eight Capital
New York
$565K -$1.27M -53,563 -68%
MCA
361
Magnolia Capital Advisors
Mississippi
$562K +$947 +40 +0.2%
ASC
362
Atalanta Sosnoff Capital
New York
$559K
MHI
363
Miller Howard Investments
New York
$555K +$55.3K +2,337 +11%
HBT
364
Hills Bank & Trust
Iowa
$554K +$39.8K +1,682 +7%
AAS
365
Avantax Advisory Services
Texas
$549K -$242K -10,206 -30%
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$549K +$46.4K +1,958 +9%
JCM
367
Jacobi Capital Management
Pennsylvania
$547K -$51.6K -2,181 -8%
JGUA
368
John G. Ullman & Associates
New York
$544K
FTDI
369
First Trust Direct Indexing
Massachusetts
$539K -$230K -9,723 -29%
ClearBridge Investments
370
ClearBridge Investments
New York
$534K
SC
371
Savant Capital
Illinois
$526K +$319K +13,463 +141%
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$520K +$21.4K +905 +4%
CAC
373
Cowen and Company
New York
$516K +$534K +22,546 New
SIA
374
Soltis Investment Advisors
Utah
$514K -$2.06K -87 -0.4%
FEM
375
Fulcrum Equity Management
Texas
$513K +$734 +31 +0.1%

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.