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Halliburton
HAL

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: 666 → 731 (+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: 5 → 5 (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

Top Buyers

1
CS
Credit Suisse
Switzerland
+$115M
2
BlackRock
BlackRock
New York
+$95.9M
3
Morgan Stanley
Morgan Stanley
New York
+$87.2M
4
Norges Bank
Norges Bank
Norway
+$73M
5
Invesco
Invesco
Georgia
+$62.3M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$103M
2
Franklin Resources
Franklin Resources
California
-$98.3M
3
PI
Putnam Investments
Massachusetts
-$92.5M
4
Goldman Sachs
Goldman Sachs
New York
-$32.6M
5
Dodge & Cox
Dodge & Cox
California
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
476
Trust Company
Kansas
$290K -$3.5K -148 -1%
CCFCSB
477
Cape Cod Five Cents Savings Bank
Massachusetts
$287K -$154K -6,500 -34%
BA
478
Bridgewater Associates
Connecticut
$287K +$298K +12,571 New
PDN
479
Pensionfund DSM Netherlands
Netherlands
$286K – – –
FH
480
FWG Holdings
Florida
$286K +$208K +8,765 New
OHWP
481
Oak Harbor Wealth Partners
North Carolina
$280K +$289K +12,225 New
AIP
482
Ameritas Investment Partners
Nebraska
$279K -$61.5K -2,596 -18%
SSW
483
Smith Shellnut Wilson
Mississippi
$276K – – –
LSAG
484
Lake Street Advisors Group
New Hampshire
$276K +$29.3K +1,238 +11%
SSWM
485
Sheets Smith Wealth Management
North Carolina
$275K +$9.71K +410 +4%
NICM
486
Neo Ivy Capital Management
New York
$275K +$273K +11,548 +2,362%
AAS
487
Ameritas Advisory Services
Nebraska
$273K +$283K +11,946 New
APA
488
American Portfolios Advisors
New York
$266K +$1.07K +45 +0.4%
RG
489
Rathbones Group
United Kingdom
$259K – – –
PWAG
490
Polaris Wealth Advisory Group
California
$258K – – –
ARG
491
Advisory Resource Group
Oklahoma
$255K +$196K +8,285 New
SLAM
492
Swiss Life Asset Management
$255K – – –
CCG
493
Ceeto Capital Group
Florida
$252K – – –
TNA
494
True North Advisors
Texas
$251K +$260K +11,000 New
WP
495
WealthShield Partners
North Carolina
$250K +$27.8K +1,174 +12%
DC
496
Davenport & Co
Virginia
$249K -$72.9K -3,078 -22%
MIAN
497
Mariner Independent Advisor Network
Kansas
$248K -$55.3K -2,334 -18%
CAL
498
Capital Analysts LLC
Pennsylvania
$247K – – –
WSCM
499
Wellington Shields Capital Management
New York
$247K +$256K +10,800 New
ACM
500
AlphaStar Capital Management
North Carolina
$245K -$4.67K -197 -2%
18 19
20
21 22

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.