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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
OA
726
Oxbow Advisors
Texas
$215K -$1.84K -50 -0.8%
SIA
727
Schechter Investment Advisors
Michigan
$213K -$3.62K -98 -2%
MMPW
728
Mitchell McLeod Pugh & Williams
Alabama
$213K
KSWWM
729
Keyes Stange & Wooten Wealth Management
Florida
$212K +$24.2K +657 +12%
MWM
730
Mittelman Wealth Management
Massachusetts
$212K +$232K +6,276 New
GM
731
GeoWealth Management
Illinois
$208K +$26.9K +730 +13%
WIA
732
World Investment Advisors
California
$207K +$226K +6,129 New
ACA
733
Aptus Capital Advisors
Alabama
$205K +$24K +651 +12%
AFT
734
Alpha Family Trust
California
$204K
SIC
735
Samalin Investment Counsel
New York
$204K -$6.16K -167 -3%
PTC
736
Private Trust Company
Ohio
$203K +$111 +3 +0%
WIA
737
Wetzel Investment Advisors
Indiana
$203K -$16.5K -446 -8%
HH
738
Hilltop Holdings
Texas
$201K -$32.4K -879 -13%
CAG
739
Csenge Advisory Group
Florida
$200K +$26.4K +715 +14%
CFFP
740
Center for Financial Planning
Michigan
$194K +$4.47K +121 +2%
Canada Life
741
Canada Life
Manitoba, Canada
$193K +$211K +5,713 New
QL
742
Quarry LP
New York
$184K +$201K +5,436 New
TSMHT
743
Thurston Springer Miller Herd & Titak
Indiana
$183K +$200K +5,416 New
MA
744
MCF Advisors
Kentucky
$177K +$4.32K +117 +2%
FFA
745
Farther Finance Advisors
California
$176K +$32.1K +869 +20%
RAM
746
Riggs Asset Management
Pennsylvania
$170K
CT
747
Clearstead Trust
Maine
$169K
WT
748
Whittier Trust
California
$168K
BP
749
BNP Paribas
France
$166K -$344K -9,315 -65%
LC
750
Lindbrook Capital
California
$160K +$44K +1,191 +34%

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.