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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
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$965K -$30.2K -819 -3%
NAM
427
NorthCrest Asset Manangement
Minnesota
$961K -$40.8K -1,106 -4%
SEC
428
Seven Eight Capital
New York
$959K +$1.05M +28,389 New
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$952K -$2.58K -70 -0.2%
CT
430
Colonial Trust
South Carolina
$943K +$99.6K +2,698 +11%
KPWS
431
Kestra Private Wealth Services
Texas
$933K +$21.5K +583 +2%
Bessemer Group
432
Bessemer Group
New Jersey
$927K -$97.8M -2,648,610 -99%
RIA
433
Recurrent Investment Advisors
Texas
$927K -$29.1K -788 -3%
SC
434
Savant Capital
Illinois
$919K +$74.4K +2,017 +8%
SWM
435
Shelton Wealth Management
Texas
$898K +$383K +10,371 +64%
MM
436
MQS Management
New York
$882K +$634K +17,175 +192%
OTL
437
Oak Thistle LLC
New York
$878K +$960K +26,000 New
TC
438
TownSquare Capital
Utah
$869K +$48.9K +1,326 +5%
MAA
439
Mraz Amerine & Associates
California
$865K +$291K +7,883 +44%
USAA
440
United Services Automobile Association
Texas
$865K -$20.6K -558 -2%
HPC
441
HM Payson & Co
Maine
$865K +$188K +5,100 +25%
DADC
442
D.A. Davidson & Co
Montana
$856K +$5.72K +155 +0.6%
CNC
443
Citizens & Northern Corp
Pennsylvania
$849K -$51.2K -1,387 -5%
SI
444
Saxon Interests
Texas
$844K +$1.84K +50 +0.2%
LCM
445
Leisure Capital Management
California
$838K -$1.48K -40 -0.2%
POIA
446
Pin Oak Investment Advisors
Texas
$835K
HT
447
Headlands Technologies
Illinois
$829K +$890K +24,107 +5,567%
LFAS
448
Level Four Advisory Services
Texas
$827K -$88.2K -2,390 -9%
PP
449
Paloma Partners
Connecticut
$818K +$894K +24,228 New
IFU
450
iSAM Funds (UK)
United Kingdom
$815K +$891K +24,135 New

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.