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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
Bank of America
26
Bank of America
North Carolina
$158M -$11.3M -306,368 -6%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$153M +$17.2M +465,339 +11%
BIP
28
Brandes Investment Partners
California
$145M +$20.7M +560,325 +15%
Barclays
29
Barclays
United Kingdom
$141M +$45.1M +1,220,599 +41%
RJA
30
Raymond James & Associates
Florida
$140M +$6.77M +183,429 +5%
JP Morgan Chase
31
JP Morgan Chase
New York
$131M -$7.35M -199,149 -5%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$113M +$27.3M +738,405 +28%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$111M -$31.5M -853,910 -21%
Deutsche Bank
34
Deutsche Bank
Germany
$109M +$34.6M +936,324 +41%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$107M +$212K +5,742 +0.2%
American Century Companies
36
American Century Companies
Missouri
$107M +$2.3M +62,384 +2%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$103M +$113M +3,060,083 New
UBS Group
38
UBS Group
Switzerland
$96.7M +$23.1M +626,440 +28%
Principal Financial Group
39
Principal Financial Group
Iowa
$95.4M +$12.6M +342,033 +14%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$94.9M +$18.5M +502,444 +22%
LSV Asset Management
41
LSV Asset Management
Illinois
$92.3M +$100M +2,720,000 +24,954%
Swiss National Bank
42
Swiss National Bank
Switzerland
$89M -$1.66M -44,900 -2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$83M +$2.93M +79,506 +3%
Wells Fargo
44
Wells Fargo
California
$82.3M +$20.8M +562,522 +30%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$73.4M +$219K +5,947 +0.3%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$72.8M -$17.5K -473 -0%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$72.4M +$5.88M +159,399 +8%
Jennison Associates
48
Jennison Associates
New York
$67.2M +$3.46M +93,732 +5%
N
49
Nuveen
North Carolina
$67.1M -$3.17M -85,916 -4%
GJL
50
Gendell Jeffrey L
$66.1M +$18.8M +510,513 +35%

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.