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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
SLI
651
Sumitomo Life Insurance
Japan
$311K -$47.6K -1,290 -12%
BCM
652
Boltwood Capital Management
California
$311K -$15.3K -415 -4%
AAS
653
Ameritas Advisory Services
Nebraska
$303K +$20.3K +549 +7%
FT
654
Fiduciary Trust
Massachusetts
$300K +$6.87K +186 +2%
GI
655
GAMMA Investing
California
$300K +$20K +541 +6%
DC
656
Diametric Capital
Massachusetts
$298K +$325K +8,816 New
EFI
657
EHP Funds Inc
Canada
$297K +$325K +8,800 New
PWS
658
Peterson Wealth Services
Utah
$297K +$10.9K +294 +3%
FIM
659
Fruth Investment Management
Texas
$296K
SIG
660
Stonegate Investment Group
Alabama
$290K -$72.8K -1,973 -19%
CIM
661
CIM Investment Management
Pennsylvania
$288K -$1.84K -50 -0.6%
CMI
662
Clare Market Investments
Texas
$287K -$11.1K -300 -3%
CK
663
Cohen Klingenstein
New York
$287K
RG
664
Rathbones Group
United Kingdom
$282K +$4.06K +110 +1%
CWS
665
Confluence Wealth Services
Pennsylvania
$282K +$1.44K +39 +0.5%
BMC
666
Benin Management Corp
Connecticut
$279K
MFG
667
MidWestOne Financial Group
Iowa
$279K -$1.51K -41 -0.5%
HCP
668
Hardin Capital Partners
South Carolina
$278K +$304K +8,240 New
NAS
669
Nicolet Advisory Services
Wisconsin
$278K -$26.6K -721 -8%
SSW
670
Smith Shellnut Wilson
Mississippi
$278K
BTI
671
Blue Trust Inc
Georgia
$277K +$45.1K +1,223 +21%
GIA
672
Guyasuta Investment Advisors
Pennsylvania
$276K
RIL
673
Rothschild Investment LLC
Illinois
$274K -$7.27K -197 -2%
GL
674
Graypoint LLC
New York
$273K -$9.08K -246 -3%
OIA
675
OneDigital Investment Advisors
Kansas
$273K +$59.9K +1,622 +25%

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.