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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
HI
626
Harbour Investments
Wisconsin
$21K -$107K -4,536 -83%
SPWG
627
Sage Private Wealth Group
Illinois
$20K
FCA
628
FinTrust Capital Advisors
South Carolina
$20K +$9.09K +384 +81%
PFGIA
629
Patriot Financial Group Insurance Agency
Massachusetts
$19K
SCM
630
Silvant Capital Management
Georgia
$19K
HI
631
Hudock Inc
Pennsylvania
$18K +$24 +1 +0.1%
SC
632
Sierra Capital
Florida
$17K +$3.31K +140 +24%
BFEC
633
Benjamin F. Edwards & Company
Missouri
$16K
CFN
634
Cordasco Financial Network
Florida
$16K
FFC
635
First Financial Corp
Indiana
$16K
CB
636
CNB Bank
Pennsylvania
$15K -$9.99K -422 -38%
ME
637
McIlrath & Eck
Washington
$15K
WT
638
Whittier Trust
California
$15K
GWS
639
Glassman Wealth Services
Virginia
$15K +$3.31K +140 +27%
CA
640
CoreCap Advisors
Michigan
$15K +$15.7K +661 New
MFA
641
McClarren Financial Advisors
Pennsylvania
$14K +$71 +3 +0.5%
Loomis, Sayles & Company
642
Loomis, Sayles & Company
Massachusetts
$13K -$1.75K -74 -11%
BA
643
Bellwether Advisors
Nebraska
$13K
CHA
644
Carmichael Hill & Associates
Maryland
$13K
MAM
645
McCarthy Asset Management
California
$13K +$24 +1 +0.2%
AWA
646
Amplius Wealth Advisors
Pennsylvania
$13K +$13.7K +578 New
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$12K +$4.85K +205 +67%
TSWM
648
Tyler-Stone Wealth Management
Ohio
$12K +$12.1K +509 New
RE
649
RBC Europe
United Kingdom
$11K -$43.5K -1,836 -80%
EW
650
Evoke Wealth
California
$11K

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.