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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
SAM
776
Smartleaf Asset Management
Massachusetts
$92.6K +$48.4K +1,311 +91%
MPWT
777
MassMutual Private Wealth & Trust
Connecticut
$92.1K +$2.18K +59 +2%
ANBT
778
American National Bank & Trust
Texas
$91.2K
QC
779
Quent Capital
New York
$90.7K -$7.49K -203 -7%
AGWCA
780
Annis Gardner Whiting Capital Advisors
Florida
$88K +$9.38K +254 +11%
WT
781
Washington Trust
Rhode Island
$87.8K
LS
782
Livforsakringsbolaget Skandia
Sweden
$85.9K -$33.2K -900 -26%
CH
783
Cromwell Holdings
Wyoming
$85.9K +$93.8K +2,542 New
FMP
784
Financial Management Professionals
Texas
$84K +$627 +17 +0.7%
NSIM
785
North Star Investment Management
Illinois
$75.7K
IRC
786
Investors Research Corp
Georgia
$75.1K
DIP
787
DT Investment Partners
Pennsylvania
$75K
PFBT
788
Parkside Financial Bank & Trust
Missouri
$75K +$1.92K +52 +2%
BFEC
789
Benjamin F. Edwards & Company
Missouri
$75K +$67K +1,815 +441%
S
790
Sachetta
Massachusetts
$73.2K -$1.7K -46 -2%
Kayne Anderson Rudnick Investment Management
791
Kayne Anderson Rudnick Investment Management
California
$71.9K -$25.7M -695,755 -100%
PCA
792
Providence Capital Advisors
North Carolina
$71.8K
TCM
793
Tradewinds Capital Management
Washington
$71.6K
TPCW
794
TD Private Client Wealth
New York
$69.2K +$111 +3 +0.1%
TCG
795
Transcendent Capital Group
Oklahoma
$68.3K +$185 +5 +0.2%
CB
796
Centennial Bank
Arkansas
$67.6K
OIA
797
Optimum Investment Advisors
Illinois
$65.2K
BCM
798
Blume Capital Management
California
$64.2K -$7.38K -200 -10%
IA
799
IFP Advisors
Florida
$62.3K -$81.2K -2,199 -54%
PA
800
PSI Advisors
Florida
$61.9K +$258 +7 +0.4%

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.