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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
T
576
TOBAM
France
$55K
IRC
577
Investors Research Corp
Georgia
$51K
CA
578
Capitolis Advisors
New York
$50K
Capstone Investment Advisors
579
Capstone Investment Advisors
New York
$50K +$52K +2,194 New
TPCW
580
TD Private Client Wealth
New York
$49.3K -$213 -9 -0.4%
FWM
581
Focused Wealth Management
New York
$49K
CFFP
582
Center for Financial Planning
Michigan
$48K
TCM
583
Tradewinds Capital Management
Washington
$48K
NFSG
584
Newbridge Financial Services Group
Florida
$46K -$995 -42 -2%
CFO
585
CVA Family Office
Colorado
$46K +$47.6K +2,011 New
EIP
586
Ellis Investment Partners
Pennsylvania
$45K +$95 +4 +0.2%
CT
587
Caldwell Trust
Florida
$44.6K +$20.1K +850 +77%
GAM
588
Gemmer Asset Management
California
$44K
AG
589
AIA Group
Hong Kong
$44K +$46.1K +1,945 New
WT
590
Washington Trust
Rhode Island
$42K -$3.55K -150 -8%
C
591
Covestor
United Kingdom
$42K +$43.6K +1,842 New
BA
592
Bivin & Associates
Oklahoma
$42K +$43.8K +1,850 New
TWC
593
TD Waterhouse Canada
Ontario, Canada
$41.7K +$34.9K +1,475 New
TCOV
594
Trust Company of Vermont
Vermont
$41K +$42.7K +1,804 New
WOC
595
West Oak Capital
California
$40K +$41.4K +1,750 New
JWA
596
JFS Wealth Advisors
Pennsylvania
$39K +$3.17K +134 +8%
UB
597
UMB Bank
Missouri
$37K +$38.3K +1,619 New
OIA
598
Optimum Investment Advisors
Illinois
$36K
IA
599
IFP Advisors
Florida
$34K -$1.07K -45 -3%
ANBT
600
American National Bank & Trust
Texas
$34K

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.