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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
BC
576
Bridgefront Capital
Texas
$445K +$486K +13,160 New
SC
577
Scotia Capital
Ontario, Canada
$440K -$960 -26 -0.2%
MOS
578
MGO One Seven
Ohio
$436K +$19.3K +524 +4%
FI
579
Financial Insights
Washington
$434K -$169K -4,587 -26%
WG
580
Welch Group
Alabama
$434K +$284K +7,686 +149%
MG
581
Mather Group
Illinois
$432K +$27.1K +734 +7%
OQS
582
Occudo Quantitative Strategies
Florida
$427K +$466K +12,639 New
NBT
583
Northwest Bank & Trust
Iowa
$425K -$10.3K -280 -2%
HI
584
Horizon Investments
North Carolina
$425K +$9.67K +262 +2%
SSWM
585
Sheets Smith Wealth Management
North Carolina
$421K +$9.23K +250 +2%
TG
586
TCW Group
California
$419K -$1.48K -40 -0.3%
CCM
587
Coldstream Capital Management
Washington
$415K -$4.36K -118 -1%
DG
588
Discerene Group
Connecticut
$412K -$12.2K -331 -3%
FHB
589
First Hawaiian Bank
Hawaii
$411K -$38.9K -1,055 -8%
AGM
590
Alpine Global Management
New York
$410K +$448K +12,146 New
GJWM
591
Gilliland Jeter Wealth Management
Arkansas
$402K +$923 +25 +0.2%
VFA
592
Valeo Financial Advisors
Indiana
$402K +$2.85M +77,130 +776%
MNBTD
593
Moody National Bank Trust Division
Texas
$400K +$12.4K +336 +3%
MS
594
Maven Securities
Jersey
$399K +$436K +11,826 New
SC
595
Syon Capital
California
$396K +$14K +380 +3%
SOW
596
State of Wyoming
Wyoming
$392K +$101K +2,731 +31%
SIA
597
Soltis Investment Advisors
Utah
$389K +$153K +4,136 +56%
MCA
598
MSH Capital Advisors
Arizona
$384K +$148 +4 +0%
BCV
599
Banque Cantonale Vaudoise
Switzerland
$383K +$4.91K +133 +1%
CAI
600
Capital Advisors Inc
Oklahoma
$383K -$240K -6,504 -36%

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.