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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
IAMOG
601
Investors Asset Management of Georgia
Georgia
$382K -$67.6K -1,832 -14%
KWM
602
Kingsview Wealth Management
Oregon
$372K -$28.3K -766 -7%
CCG
603
Ceeto Capital Group
Florida
$372K
LSAG
604
Lake Street Advisors Group
New Hampshire
$372K -$45.9K -1,244 -10%
IWA
605
IVC Wealth Advisors
Pennsylvania
$370K +$53.4K +1,446 +15%
PCM
606
Penserra Capital Management
California
$367K +$300K +8,129 +297%
AWM
607
AE Wealth Management
Kansas
$367K +$175K +4,746 +78%
GAAM
608
Guinness Atkinson Asset Management
California
$366K +$12.2K +330 +3%
CAL
609
Capital Analysts LLC
Pennsylvania
$365K
SRL
610
Scientech Research LLC
New Jersey
$365K +$399K +10,798 New
JFG
611
Jefferies Financial Group
New York
$361K +$394K +10,685 New
EAM
612
Eukles Asset Management
Ohio
$358K +$15.9K +431 +4%
Two Sigma Investments
613
Two Sigma Investments
New York
$354K -$8.9M -241,174 -96%
NP
614
NorthRock Partners
Minnesota
$352K +$27.8K +753 +8%
YAL
615
Your Advocates Ltd
Texas
$352K +$385K +10,419 New
BA
616
Bridgewater Advisors
New York
$352K +$380K +10,298 New
BWG
617
Berry Wealth Group
Texas
$349K +$26.9K +728 +8%
PCS
618
Personal CFO Solutions
New Jersey
$349K -$25.9K -702 -6%
SPC
619
Sigma Planning Corp
Michigan
$349K -$43.7K -1,185 -10%
VDBMI
620
Van Den Berg Management I
Texas
$348K
Lazard Asset Management
621
Lazard Asset Management
New York
$347K -$98.3K -2,664 -21%
SC
622
Searle & Co
Connecticut
$346K
EA
623
Emerald Advisers
Pennsylvania
$346K -$106K -2,885 -22%
CWM
624
Cornerstone Wealth Management
Missouri
$345K +$480 +13 +0.1%
CCG
625
Chatham Capital Group
Georgia
$342K

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.