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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
PA
551
Parallel Advisors
California
$114K +$12.9K +546 +12%
EWA
552
EverSource Wealth Advisors
Alabama
$114K +$117K +4,946 New
HIIFS
553
Harel Insurance Investments & Financial Services
Israel
$114K +$118K +5,000 New
CNBTD
554
Citizens National Bank Trust Department
Mississippi
$106K -$213K -9,000 -66%
MTIC
555
Missouri Trust & Investment Company
Missouri
$106K +$109K +4,615 New
TWA
556
TCI Wealth Advisors
Arizona
$105K +$7.79K +329 +8%
MHR
557
Matthew Hamilton Rosenberg
$105K +$14K +591 +15%
SC
558
Shay Capital
New York
$103K -$59.2K -2,500 -36%
CBT
559
Central Bank & Trust
Kentucky
$94K
CCM
560
Covington Capital Management
California
$93K -$40.3K -1,700 -30%
HIA
561
Harbor Investment Advisory
Maryland
$88K -$568 -24 -0.6%
PA
562
PSI Advisors
Florida
$85K +$118 +5 +0.1%
QCG
563
Quadrant Capital Group
Ohio
$81K +$20.3K +857 +32%
WAM
564
Westport Asset Management
Connecticut
$79K
CT
565
Cambridge Trust
Massachusetts
$77K +$80K +3,380 New
TH
566
TCTC Holdings
Texas
$75K -$9.47K -400 -11%
WB
567
Webster Bank
Connecticut
$73K
1IA
568
1834 Investment Advisors
Wisconsin
$69K
ZB
569
Zions Bancorporation
Utah
$66K +$7.72K +326 +13%
TIM
570
Tevis Investment Management
Texas
$66K +$68.9K +2,910 New
SCA
571
Stonebridge Capital Advisors
Minnesota
$64K +$56.8K +2,400 +600%
PCA
572
Providence Capital Advisors
North Carolina
$63K
AIP
573
Ahrens Investment Partners
Louisiana
$61K +$62.8K +2,654 New
LC
574
Lindbrook Capital
California
$59K +$4.76K +201 +9%
RFA
575
Reilly Financial Advisors
California
$55K

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.