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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
BWL
801
Bogart Wealth LLC
Virginia
$60.9K +$22.1K +600 +50%
CFO
802
CVA Family Office
Colorado
$55.1K +$886 +24 +1%
CFM
803
Catalyst Funds Management
Australia
$54K +$59.1K +1,600 New
MFS
804
Mattson Financial Services
Michigan
$53.8K +$58.8K +1,594 New
SFC
805
Strategic Financial Concepts
Texas
$53.6K +$527K +14,287 New
MHR
806
Matthew Hamilton Rosenberg
$52.7K -$7.71K -209 -12%
MA
807
Montag & Associates
Georgia
$51.6K
PAS
808
Point72 Asia (Singapore)
Singapore
$51.5K -$309K -8,367 -85%
AAP
809
Arax Advisory Partners
Colorado
$51.4K +$51.9K +1,405 +1,201%
KLWA
810
Kelly Lawrence W & Associates
California
$50.8K
ATC
811
Advantage Trust Company
Kansas
$50.7K
GPI
812
General Partner Inc
Pennsylvania
$47.7K +$406 +11 +0.8%
FMII
813
Farmers & Merchants Investments Inc
Nebraska
$46.8K
BBHC
814
Brown Brothers Harriman & Co
New York
$46.1K -$12.5K -339 -20%
BCWM
815
Bartlett & Co Wealth Management
Ohio
$46.1K
HDIM
816
Hanson & Doremus Investment Management
Vermont
$46K
GWSG
817
GPS Wealth Strategies Group
Colorado
$44.4K -$38.7K -1,049 -44%
ITIM
818
Indiana Trust & Investment Management
Indiana
$43.9K
BFPW
819
BOK Financial Private Wealth
Colorado
$42.8K
CA
820
Clearstead Advisors
Ohio
$41.9K -$12.9K -350 -22%
VWM
821
Venturi Wealth Management
Texas
$40.7K +$7.16K +194 +19%
HI
822
Harbour Investments
Wisconsin
$40.6K -$1.99K -54 -4%
TFA
823
Toth Financial Advisory
Virginia
$40K
WWP
824
WR Wealth Planners
Missouri
$39.8K +$701 +19 +2%
CWM
825
Cranbrook Wealth Management
Michigan
$39.2K +$221 +6 +0.5%

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.