Halliburton
932 hedge funds and large institutions have $24.2B invested in Halliburton in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 361 increasing their positions, 305 reducing their positions, and 112 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 305
1.72% more ownership
Funds ownership: 82.68% → 84.4% (+1.7%)
10% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 112
9% less call options, than puts
Call options by funds: $344M | Put options by funds: $377M
1% less funds holding
Funds holding: 944 → 932 (-12)
17% less capital invested
Capital invested by funds: $29.3B → $24.2B (-$5.08B)
56% less funds holding in top 10
Funds holding in top 10: 16 → 7 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$502M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$453M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$97M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$90.6M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$80.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$400M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$160M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$151M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$135M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$130M |
HAL Hedge Fund Activity: Q1 2023 in Review
932 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2023, worth a combined $24.2B — down 17% from $29.3B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new HAL positions and 112 closed out — a net gain of 11 holders — while 361 added to existing stakes and 305 trimmed.
The largest buyer was Capital World Investors, adding an estimated $502M. The largest seller was Fidelity Investments, cutting an estimated $400M.
- 932 institutional investors held Halliburton (HAL) as of Q1 2023, down from 944 in Q4 2022.
- Funds reported $24.2B of Halliburton stock for Q1 2023, down 17% quarter-over-quarter.
- 123 funds opened new Halliburton positions in Q1 2023 and 112 closed out, a net change of +11 holders.
- The largest Halliburton buyer in Q1 2023 was Capital World Investors, an estimated $502M added.
- The largest Halliburton seller in Q1 2023 was Fidelity Investments, an estimated $400M sold.
Based on aggregated 13F filings for Q1 2023.