Halliburton
913 hedge funds and large institutions have $24.7B invested in Halliburton in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 352 increasing their positions, 328 reducing their positions, and 98 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 328
2% more capital invested
Capital invested by funds: $24.2B → $24.7B (+$523M)
1.36% less ownership
Funds ownership: 84.4% → 83.05% (-1.4%)
2% less funds holding
Funds holding: 932 → 913 (-19)
13% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 98
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
29% less call options, than puts
Call options by funds: $362M | Put options by funds: $513M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.16B |
| 2 |
Morgan Stanley
New York
|
+$47M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$35.4M |
| 4 |
JP Morgan Chase
New York
|
+$35.3M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$357M |
| 2 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$267M |
| 3 |
BlackRock
New York
|
-$211M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$205M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$94.2M |
HAL Hedge Fund Activity: Q2 2023 in Review
913 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2023, worth a combined $24.7B — up 2.2% from $24.2B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of HAL and 85 opened new positions — a net loss of 13 holders — while 328 trimmed existing stakes and 352 added.
The largest buyer was Capital World Investors, adding an estimated $1.16B. The largest seller was DZ Bank, cutting an estimated $357M.
- 913 institutional investors held Halliburton (HAL) as of Q2 2023, down from 932 in Q1 2023.
- Funds reported $24.7B of Halliburton stock for Q2 2023, up 2.2% quarter-over-quarter.
- 85 funds opened new Halliburton positions in Q2 2023 and 98 closed out, a net change of -13 holders.
- The largest Halliburton buyer in Q2 2023 was Capital World Investors, an estimated $1.16B added.
- The largest Halliburton seller in Q2 2023 was DZ Bank, an estimated $357M sold.
Based on aggregated 13F filings for Q2 2023.