We are live on ! Find out more
HAL icon

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
DA
551
Dover Advisors
Virginia
$516K -$3.77K -102 -0.7%
NSEDCP
552
NJ State Employees Deferred Compensation Plan
New Jersey
$516K
S
553
SignatureFD
Georgia
$513K -$997 -27 -0.2%
CPWA
554
Cerro Pacific Wealth Advisors
California
$513K +$560K +15,172 New
AWM
555
Apollon Wealth Management
South Carolina
$509K +$10.6K +287 +2%
NB
556
Nicolet Bankshares
Wisconsin
$507K -$87.2K -2,362 -14%
PS
557
Principal Securities
Iowa
$505K +$111K +3,016 +25%
IPW
558
Impact Partnership Wealth
Georgia
$503K +$509K +13,783 +1,253%
IMRF
559
Illinois Municipal Retirement Fund
Illinois
$501K
GT
560
Greenleaf Trust
Michigan
$495K -$37.4K -1,014 -6%
GSEP
561
Golden State Equity Partners
California
$493K +$539K +14,609 New
HNB
562
Hilltop National Bank
Wyoming
$491K -$886 -24 -0.2%
AAB
563
ABN AMRO Bank
Netherlands
$484K -$75.6K -2,049 -13%
MYAM
564
Meiji Yasuda Asset Management
Japan
$479K +$43.6K +1,181 +9%
FHA
565
First Horizon Advisors
Tennessee
$474K +$10.9K +295 +2%
CAS
566
CTC Alternative Strategies
Illinois
$473K +$517K +14,000 New
VVP
567
Venture Visionary Partners
Ohio
$469K -$37 -1 -0%
SFA
568
Sequoia Financial Advisors
Ohio
$468K -$75.1K -2,036 -13%
SAI
569
Systematic Alpha Investments
New Jersey
$467K
SWM
570
SeaCrest Wealth Management
New York
$464K +$153K +4,135 +43%
FFM
571
Forum Financial Management
Illinois
$457K -$3.1K -84 -0.6%
BI
572
Ballast Inc
Kentucky
$451K +$493K +13,344 New
CL
573
Choreo LLC
Illinois
$450K +$496K +13,433 New
RFC
574
Regions Financial Corp
Alabama
$449K -$9.08K -246 -2%
SAM
575
Strategy Asset Managers
California
$448K -$245K -6,646 -33%

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.