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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
NA
526
Navellier & Associates
Nevada
$574K -$16.7K -453 -3%
SP
527
Symmetry Partners
Connecticut
$573K +$22.5K +610 +4%
MWA
528
Midland Wealth Advisors
Illinois
$571K -$29.1K -789 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
529
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$571K +$624K +16,897 New
ECM
530
EagleClaw Capital Management
Massachusetts
$570K
DAS
531
Dynamic Advisor Solutions
Arizona
$567K -$30.9K -837 -5%
ASN
532
Advisory Services Network
Georgia
$562K +$92.3K +2,502 +18%
Fayez Sarofim & Co
533
Fayez Sarofim & Co
Texas
$559K
SWP
534
Stratos Wealth Partners
Ohio
$551K +$11.8K +320 +2%
AWS
535
Atria Wealth Solutions
New York
$547K +$27.1K +733 +5%
CWM
536
Connecticut Wealth Management
Connecticut
$544K -$51.6K -1,398 -8%
HC
537
Hara Capital
Washington
$538K -$9.23K -250 -2%
APWM
538
Argonautica Private Wealth Management
Massachusetts
$538K +$73.3K +1,985 +14%
JCM
539
Jacobi Capital Management
Pennsylvania
$536K -$34.4K -931 -6%
P
540
&Partners
Tennessee
$535K +$87.6K +2,373 +18%
VA
541
Vident Advisory
Georgia
$530K +$170K +4,616 +42%
OF
542
Outfitter Financial
Maine
$525K -$185K -5,000 -24%
EA
543
Ellsworth Advisors
Ohio
$525K +$53.2K +1,441 +10%
PAS
544
Park Avenue Securities
New York
$524K +$90K +2,439 +19%
GI
545
Gradient Investments
Minnesota
$524K +$25.6K +693 +5%
RAM
546
Readystate Asset Management
Illinois
$524K +$572K +15,500 New
HWM
547
HB Wealth Management
Georgia
$522K +$58.4K +1,583 +11%
NWWA
548
New Wave Wealth Advisors
Arkansas
$521K +$569K +15,425 New
CG
549
Clarus Group
Texas
$519K -$7.46K -202 -1%
MCA
550
Magnolia Capital Advisors
Mississippi
$517K +$565K +15,314 New

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.