We are live on ! Find out more
HAL icon

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
BFM
451
Boothbay Fund Management
New York
$811K +$887K +24,019 New
I
452
InceptionR
California
$798K +$872K +23,634 New
LOIP
453
Live Oak Investment Partners
Texas
$797K
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$787K -$16.5K -447 -2%
SPS
455
Susquehanna Portfolio Strategies
Pennsylvania
$787K -$16.8M -454,457 -95%
ClearBridge Investments
456
ClearBridge Investments
New York
$784K
DC
457
Davenport & Co
Virginia
$783K +$122K +3,301 +17%
PAM
458
Panagora Asset Management
Massachusetts
$774K -$18.6M -503,719 -96%
AWE
459
Avidian Wealth Enterprises
Texas
$767K -$37.7K -1,021 -4%
MAS
460
Meeder Advisory Services
Ohio
$765K +$181K +4,891 +28%
Assenagon Asset Management
461
Assenagon Asset Management
Luxembourg
$764K +$24.9K +675 +3%
AUB
462
Atlantic Union Bankshares
Virginia
$763K -$48.7K -1,319 -6%
AIM
463
Arcadia Investment Management
Michigan
$750K +$7.93K +215 +1%
V
464
VeraBank
Texas
$747K -$3.03K -82 -0.4%
RWP
465
RWA Wealth Partners
Massachusetts
$746K +$227K +6,151 +39%
SP
466
Stonebrook Private
Michigan
$746K +$108K +2,921 +15%
BSW
467
Buckingham Strategic Wealth
Missouri
$744K +$2.44K +66 +0.3%
MG
468
Marex Group
$743K +$447K +12,115 +123%
Brown Advisory
469
Brown Advisory
Maryland
$741K +$8.78K +238 +1%
VSQM
470
V-Square Quantitative Management
Illinois
$736K +$253K +6,861 +46%
JSSH
471
J. Safra Sarasin Holding
$734K +$801K +21,715 New
WS
472
Wedbush Securities
California
$729K -$39.7K -1,076 -5%
PSC
473
Portman Square Capital
United Kingdom
$724K -$200K -5,432 -20%
VEA
474
Virtus ETF Advisers
New York
$724K +$791K +21,426 New
PGFC
475
Peapack-Gladstone Financial Corp
New Jersey
$713K

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.