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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
EAM
376
Eagle Asset Management
Florida
$1.39M +$778K +21,081 +102%
SPA
377
Sherbrooke Park Advisers
New York
$1.39M +$934K +25,295 +160%
WCM
378
Washington Capital Management
Washington
$1.37M -$22.1K -600 -1%
AAS
379
Avantax Advisory Services
Texas
$1.37M +$656K +17,769 +78%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M +$380K +10,289 +34%
MFS
381
Mirabella Financial Services
United Kingdom
$1.35M +$1.48M +39,995 New
AI
382
Atria Investments
North Carolina
$1.35M +$190K +5,142 +15%
CAM
383
Cacti Asset Management
Georgia
$1.34M
IGAM
384
iA Global Asset Management
Quebec, Canada
$1.34M -$32.8K -890 -2%
Federated Hermes
385
Federated Hermes
Pennsylvania
$1.34M +$106K +2,885 +8%
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$1.34M +$45.5K +1,234 +3%
IC
387
IEQ Capital
California
$1.33M -$43.4K -1,175 -3%
GWMIA
388
Global Wealth Management Investment Advisory
Florida
$1.33M +$67.9K +1,839 +5%
CCM
389
Chilton Capital Management
Texas
$1.32M +$6.31K +171 +0.4%
MML Investors Services
390
MML Investors Services
Massachusetts
$1.32M +$370K +10,027 +34%
EWA
391
EverSource Wealth Advisors
Alabama
$1.28M -$2.58K -70 -0.2%
QCM
392
QRG Capital Management
Illinois
$1.27M +$75.5K +2,046 +6%
KAS
393
Kestra Advisory Services
Texas
$1.27M +$355K +9,619 +31%
RIM
394
Rakuten Investment Management
Japan
$1.27M +$509K +13,783 +57%
HBT
395
Hills Bank & Trust
Iowa
$1.26M -$8.78K -238 -0.6%
Acadian Asset Management
396
Acadian Asset Management
Massachusetts
$1.25M +$1.33M +36,106 +3,757%
ATPW
397
Ashton Thomas Private Wealth
Arizona
$1.25M +$28.1K +760 +2%
Walleye Capital
398
Walleye Capital
New York
$1.24M -$2.53M -68,662 -65%
IMC Chicago
399
IMC Chicago
Illinois
$1.24M +$1.35M +36,567 New
WP
400
WealthShield Partners
North Carolina
$1.23M +$126K +3,403 +10%

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.