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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
SCM
501
Stevens Capital Management
Pennsylvania
$630K -$428K -11,585 -38%
DAM
502
Doheny Asset Management
California
$628K -$179K -4,850 -21%
ACM
503
Allred Capital Management
Texas
$628K +$53.4K +1,448 +8%
LFA
504
Lauterbach Financial Advisors
Texas
$625K
Baird Financial Group
505
Baird Financial Group
Wisconsin
$623K -$215K -5,818 -24%
LFA
506
Legend Financial Advisors
Pennsylvania
$620K +$9.89K +268 +1%
BAMF
507
BI Asset Management Fondsmaeglerselskab
Denmark
$617K -$20.7M -560,189 -97%
BP
508
Ballentine Partners
Massachusetts
$616K +$443 +12 +0.1%
MWM
509
Massachusetts Wealth Management
Massachusetts
$614K -$5.54K -150 -0.8%
VI
510
Vestcor Inc
New Brunswick, Canada
$611K
QI
511
Qtron Investments
Massachusetts
$609K
SFS
512
Sowell Financial Services
Arkansas
$606K +$161K +4,368 +32%
CI Investments Inc
513
CI Investments Inc
Ontario, Canada
$605K +$53.7K +1,454 +9%
BRWA
514
B. Riley Wealth Advisors
Florida
$603K -$226K -6,114 -26%
OAM
515
Oxford Asset Management
United Kingdom
$602K +$658K +17,822 New
CT
516
ClearAlpha Technologies
Connecticut
$602K +$658K +17,821 New
GC
517
GFG Capital
Florida
$599K
PFS
518
Prospera Financial Services
Texas
$597K +$18.9K +513 +3%
FRA
519
Frank Rimerman Advisors
California
$597K +$652K +17,673 New
CPA
520
Court Place Advisors
Maryland
$595K +$14.8K +400 +2%
KeyBank National Association
521
KeyBank National Association
Ohio
$592K -$52.8K -1,430 -8%
BFG
522
Bleakley Financial Group
New Jersey
$591K +$49.4K +1,338 +8%
SW
523
Simplicity Wealth
New Jersey
$591K +$49.3K +1,336 +8%
GCM
524
Gallacher Capital Management
Colorado
$587K +$641K +17,371 New
BPA
525
Beacon Pointe Advisors
California
$581K -$336K -9,104 -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.