We are live on ! Find out more
HAL icon

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
LOAMS
451
Lombard Odier Asset Management (Switzerland)
Switzerland
$324K -$684K -28,893 -67%
CG
452
Colony Group
Massachusetts
$324K
OTL
453
Oak Thistle LLC
New York
$319K +$330K +13,926 New
KeyBank National Association
454
KeyBank National Association
Ohio
$318K +$2.72K +115 +0.8%
SAI
455
Systematic Alpha Investments
New Jersey
$316K
FFM
456
Forum Financial Management
Illinois
$315K +$326K +13,780 New
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$314K +$325K +13,743 New
EAM
458
Eagle Asset Management
Florida
$313K -$167K -7,034 -34%
V
459
Veritable
Delaware
$312K +$4.9K +207 +2%
SWM
460
Spire Wealth Management
Virginia
$311K +$27.4K +1,155 +9%
VIA
461
Vident Investment Advisory
Georgia
$309K -$16.7K -707 -5%
DWT
462
Dorsey & Whitney Trust
South Dakota
$309K +$23K +972 +8%
KA
463
Kercheville Advisors
Texas
$306K +$316K +13,359 New
QCM
464
Quest Capital Management
Texas
$305K +$5.04K +213 +2%
CAN
465
Cetera Advisor Networks
California
$302K +$18.4K +779 +6%
CG
466
Caprock Group
Idaho
$301K -$21.3K -901 -6%
ECM
467
EagleClaw Capital Management
Massachusetts
$298K +$56.2K +2,375 +22%
SIM
468
Spark Investment Management
New York
$297K -$237K -10,000 -43%
MCA
469
MSH Capital Advisors
Arizona
$295K +$306K +12,902 New
RIL
470
Rothschild Investment LLC
Illinois
$295K
CCP
471
Corient Capital Partners
California
$295K +$47 +2 +0%
WB
472
WesBanco Bank
West Virginia
$294K -$5.92K -250 -2%
WPC
473
Wedmont Private Capital
Pennsylvania
$294K +$249K +10,516 New
NIM
474
NuWave Investment Management
New Jersey
$294K +$254K +10,731 +510%
KWM
475
Kingsview Wealth Management
Oregon
$291K +$12.5K +529 +4%

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.