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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
BWP
626
BSW Wealth Partners
Colorado
$340K +$28.8K +779 +8%
HAG
627
HighPoint Advisor Group
Illinois
$340K +$121K +3,282 +50%
USGIU
628
U.S. Global Investors (USGI)
Texas
$338K
CNBTD
629
Citizens National Bank Trust Department
Mississippi
$337K -$14.8K -400 -4%
WFAG
630
Worth Financial Advisory Group
North Carolina
$337K +$33.6K +911 +10%
SAM
631
Sompo Asset Management
Japan
$336K -$286K -7,750 -44%
S
632
Sunpointe
Missouri
$334K +$17.1K +462 +5%
FTWA
633
Fifth Third Wealth Advisors
Ohio
$330K +$360K +9,762 New
KWA
634
Kingswood Wealth Advisors
California
$327K +$135K +3,662 +61%
JIC
635
Johnson Investment Counsel
Ohio
$326K +$145K +3,930 +69%
GWM
636
Geneos Wealth Management
Colorado
$325K -$26.6K -721 -7%
SFI
637
Siemens Fonds Invest
Germany
$321K
CI
638
Cigna Investments
Connecticut
$320K -$4.43K -120 -1%
VCG
639
Vantage Consulting Group
Virginia
$319K +$25.6K +693 +8%
IAA
640
Independent Advisor Alliance
North Carolina
$319K -$52.5K -1,423 -13%
AA
641
ALPS Advisors
Colorado
$319K -$1.74K -47 -0.5%
ONB
642
Old National Bancorp
Indiana
$318K +$38.1K +1,031 +12%
PCM
643
Prelude Capital Management
New York
$316K +$126K +3,422 +58%
AIP
644
Ameritas Investment Partners
Nebraska
$315K -$23.3K -630 -6%
FFG
645
Fiduciary Financial Group
California
$314K +$322K +8,737 New
PA
646
Parallel Advisors
California
$314K +$40.7K +1,102 +13%
BMCM
647
Bryn Mawr Capital Management
Pennsylvania
$314K +$3.54K +96 +1%
EFG
648
Everhart Financial Group
Ohio
$314K +$61.8K +1,675 +22%
AWA
649
Arkadios Wealth Advisors
Georgia
$313K +$342K +9,266 New
FCP
650
Fidelis Capital Partners
Florida
$313K +$48K +1,300 +15%

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.