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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
SFI
526
Siemens Fonds Invest
Germany
$213K -$3.06K -129 -1%
LIM
527
Lathrop Investment Management
Arkansas
$210K +$218K +9,194 New
APW
528
Aurora Private Wealth
New Jersey
$205K +$212K +8,969 New
FIM
529
Fruth Investment Management
Texas
$202K -$23.7K -1,000 -10%
GIA
530
Guyasuta Investment Advisors
Pennsylvania
$200K +$207K +8,731 New
PWMG
531
Prestige Wealth Management Group
New Jersey
$194K -$20.3K -858 -9%
CA
532
Cornerstone Advisory
Maryland
$192K +$199K +8,400 New
Bessemer Group
533
Bessemer Group
New Jersey
$185K +$87.3K +3,687 +84%
GFA
534
Gifford Fong Associates
California
$183K
ST
535
Smithfield Trust
Pennsylvania
$183K
CFB
536
Cullen/Frost Bankers
Texas
$182K -$87K -3,674 -32%
S
537
SignatureFD
Georgia
$170K +$332 +14 +0.2%
LS
538
Livforsakringsbolaget Skandia
Sweden
$169K -$225K -9,500 -56%
AAM
539
Advisors Asset Management
Colorado
$168K +$14.4K +608 +9%
PAI
540
Pittenger & Anderson Inc
Nebraska
$160K
AIM
541
Arcadia Investment Management
Michigan
$160K +$34.3K +1,450 +26%
DMBA
542
Deseret Mutual Benefit Administrators
Utah
$157K -$12.2K -517 -7%
CBT
543
CoreFirst Bank & Trust
Kansas
$141K -$41.9K -1,768 -22%
RMC
544
Resources Management Corp
Connecticut
$140K
FMLI
545
Fukoku Mutual Life Insurance
Japan
$135K +$4.26K +180 +3%
EAM
546
Eukles Asset Management
Ohio
$133K +$15.1K +636 +12%
IUHSA
547
Itau Unibanco Holding S.A.
Brazil
$133K +$139K +5,855 New
CA
548
Clearstead Advisors
Ohio
$128K -$13K -550 -9%
Acadian Asset Management
549
Acadian Asset Management
Massachusetts
$126K -$391K -16,529 -75%
TCWA
550
Ten Capital Wealth Advisors
Washington
$114K

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.