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Halliburton
HAL

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: 666 → 731 (+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: 5 → 5 (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

Top Buyers

1
CS
Credit Suisse
Switzerland
+$115M
2
BlackRock
BlackRock
New York
+$95.9M
3
Morgan Stanley
Morgan Stanley
New York
+$87.2M
4
Norges Bank
Norges Bank
Norway
+$73M
5
Invesco
Invesco
Georgia
+$62.3M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$103M
2
Franklin Resources
Franklin Resources
California
-$98.3M
3
PI
Putnam Investments
Massachusetts
-$92.5M
4
Goldman Sachs
Goldman Sachs
New York
-$32.6M
5
Dodge & Cox
Dodge & Cox
California
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
376
Allianz Asset Management
Germany
$511K -$2.11M -88,894 -80%
RIM
377
Redpoint Investment Management
Australia
$502K – – –
RC
378
RegentAtlantic Capital
New Jersey
$498K +$14.3K +605 +3%
TC
379
TwinBeech Capital
New York
$496K -$1.37M -57,760 -73%
LNWWM
380
Laird Norton Wetherby Wealth Management
California
$492K +$36.2K +1,527 +8%
QC
381
Quaero Capital
Switzerland
$489K +$507K +21,400 New
V
382
VeraBank
Texas
$484K – – –
RFC
383
Regions Financial Corp
Alabama
$483K +$17.5K +739 +4%
9WM
384
9258 Wealth Management
Ohio
$480K +$168K +7,102 +51%
OC
385
Oppenheimer & Co
New York
$479K -$285K -12,052 -37%
HI
386
Hoey Investments
Pennsylvania
$479K +$25K +1,054 +5%
ESCM
387
Echo Street Capital Management
New York
$479K +$69.7K +2,944 +16%
VPIM
388
Vanguard Personalized Indexing Management
California
$471K +$110K +4,644 +29%
GWM
389
Geneos Wealth Management
Colorado
$469K -$330K -13,941 -40%
HIC
390
Holderness Investments Company
North Carolina
$468K -$663 -28 -0.1%
CI
391
Cigna Investments
Connecticut
$466K -$163K -6,900 -25%
SIC
392
Samalin Investment Counsel
New York
$465K +$51.6K +2,181 +12%
BCV
393
Banque Cantonale Vaudoise
Switzerland
$463K -$260K -10,964 -35%
TI
394
Tidal Investments
Wisconsin
$462K +$252K +10,627 +111%
SCA
395
Snowden Capital Advisors
New York
$461K +$25.6K +1,079 +6%
ANI
396
American National Insurance
Texas
$457K -$2.45M -103,583 -84%
USGIU
397
U.S. Global Investors (USGI)
Texas
$457K – – –
A
398
Astrantus
Cyprus
$452K +$468K +19,775 New
LFA
399
Lauterbach Financial Advisors
Texas
$449K +$465K +19,641 New
EGM
400
Engineers Gate Manager
New York
$444K -$676K -28,552 -60%
14 15
16
17 18

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.