Halliburton
958 hedge funds and large institutions have $30.7B invested in Halliburton in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 312 increasing their positions, 363 reducing their positions, and 72 closing their positions.
140% more funds holding in top 10
Funds holding in top 10: 5 → 12 (+7)
76% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 72
24% more capital invested
Capital invested by funds: $24.7B → $30.7B (+$5.97B)
5% more funds holding
Funds holding: 914 → 958 (+44)
1.17% more ownership
Funds ownership: 83.05% → 84.22% (+1.2%)
14% less repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 363
20% less call options, than puts
Call options by funds: $487M | Put options by funds: $612M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.12B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$261M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$114M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$109M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$86.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$217M |
| 2 |
Morgan Stanley
New York
|
-$166M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$161M |
| 4 |
Pzena Investment Management
New York
|
-$150M |
| 5 |
Millennium Management
New York
|
-$90.5M |
HAL Hedge Fund Activity: Q3 2023 in Review
958 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2023, worth a combined $30.7B — up 24% from $24.7B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new HAL positions and 72 closed out — a net gain of 55 holders — while 312 added to existing stakes and 363 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.12B. The largest seller was Wellington Management Group, cutting an estimated $217M.
- 958 institutional investors held Halliburton (HAL) as of Q3 2023, up from 914 in Q2 2023.
- Funds reported $30.7B of Halliburton stock for Q3 2023, up 24% quarter-over-quarter.
- 127 funds opened new Halliburton positions in Q3 2023 and 72 closed out, a net change of +55 holders.
- The largest Halliburton buyer in Q3 2023 was T. Rowe Price Associates, an estimated $1.12B added.
- The largest Halliburton seller in Q3 2023 was Wellington Management Group, an estimated $217M sold.
Based on aggregated 13F filings for Q3 2023.