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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
SP
401
Symmetry Partners
Connecticut
$444K -$629K -26,566 -58%
SCM
402
Stevens Capital Management
Pennsylvania
$433K +$448K +18,927 New
CIM
403
CIM Investment Management
Pennsylvania
$429K -$6.89K -291 -2%
Baird Financial Group
404
Baird Financial Group
Wisconsin
$428K -$21.3K -900 -5%
DADC
405
D.A. Davidson & Co
Montana
$426K -$13.6K -573 -3%
MIM
406
Montgomery Investment Management
Maryland
$426K
Brown Advisory
407
Brown Advisory
Maryland
$424K
APP
408
Alpha Paradigm Partners
Illinois
$424K +$402K +16,982 +1,098%
P
409
Pitcairn
Pennsylvania
$417K -$2.98K -126 -0.7%
IWM
410
IHT Wealth Management
Illinois
$416K -$35.4K -1,495 -8%
PVH
411
Psagot Value Holdings
Israel
$415K
LWAC
412
Laurel Wealth Advisors (California)
California
$414K +$429K +18,125 New
FPS
413
Fieldpoint Private Securities
Connecticut
$412K
IA
414
IndexIQ Advisors
New York
$404K +$639 +27 +0.2%
Swedbank
415
Swedbank
Sweden
$403K
VI
416
Vestcor Inc
New Brunswick, Canada
$400K +$102K +4,313 +33%
TI
417
Trexquant Investment
Connecticut
$393K +$407K +17,191 New
OMC
418
Overbrook Management Corp
New York
$391K
Fayez Sarofim & Co
419
Fayez Sarofim & Co
Texas
$387K
BC
420
Bowman & Company
Wisconsin
$382K +$395K +16,691 New
II
421
Inspire Investing
Idaho
$381K -$1.49K -63 -0.4%
BMC
422
Benin Management Corp
Connecticut
$381K
AWE
423
Avidian Wealth Enterprises
Texas
$381K +$8.24K +348 +2%
CSPIA
424
Cary Street Partners Investment Advisory
Virginia
$376K -$17.6K -745 -4%
DAS
425
Dynamic Advisor Solutions
Arizona
$376K -$2.01K -85 -0.5%

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.