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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
CI
676
CX Institutional
Indiana
$273K -$8.01K -217 -3%
EG
677
Ellerson Group
Maryland
$272K -$35.4K -960 -11%
RWS
678
Resolute Wealth Strategies
Mississippi
$271K +$1.03K +28 +0.4%
GFA
679
Gifford Fong Associates
California
$270K
ST
680
Smithfield Trust
Pennsylvania
$270K
HAS
681
HBW Advisory Services
California
$269K +$54.8K +1,484 +23%
WHG
682
Westwood Holdings Group
Texas
$268K +$293K +7,944 New
AF
683
Allworth Financial
California
$267K +$164K +4,452 +135%
TCOT
684
Trust Company of Toledo
Ohio
$266K +$38.3K +1,037 +15%
PA
685
Pinnacle Associates
New York
$264K -$1.59K -43 -0.5%
II
686
Inspire Investing
Idaho
$264K -$964K -26,123 -77%
EP
687
Edgestream Partners
New Jersey
$264K -$541K -14,667 -65%
NS
688
NBC Securities
Alabama
$262K -$21.9K -594 -7%
EWA
689
EP Wealth Advisors
California
$261K -$8.38K -227 -3%
QFA
690
Quantum Financial Advisors
California
$257K
MFIM
691
Mesirow Financial Investment Management
Illinois
$255K -$108K -2,937 -28%
GRP
692
Global Retirement Partners
California
$254K +$37.6K +1,019 +16%
CIA
693
Capital Investment Advisors
Georgia
$252K +$45.3K +1,228 +20%
WF
694
Welch & Forbes
Massachusetts
$250K
BEI
695
Benjamin Edwards Inc
Missouri
$249K +$272K +7,362 New
1IA
696
1620 Investment Advisors
Massachusetts
$247K
AIM
697
Aigen Investment Management
New York
$246K -$157K -4,251 -37%
Wolverine Trading
698
Wolverine Trading
Illinois
$245K -$2.12M -57,471 -89%
BB
699
Burford Brothers
Texas
$244K
CIBC Private Wealth Group
700
CIBC Private Wealth Group
Georgia
$244K -$22.2K -601 -8%

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.