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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
CA
826
Crewe Advisors
Utah
$38.1K -$1.33K -36 -3%
AA
827
Addison Advisors
Vermont
$38K
BGAI
828
Bruce G. Allen Investments
Colorado
$37.9K +$30.3K +822 +275%
PMFA
829
Plante Moran Financial Advisors
Michigan
$37.3K
TCOV
830
Trust Company of Vermont
Vermont
$36.7K
SHIM
831
Stone House Investment Management
Pennsylvania
$35.5K -$73.8K -2,000 -66%
MWM
832
Mascoma Wealth Management
New Hampshire
$34K
OAJ
833
Ogorek Anthony Joseph
New York
$34K +$185 +5 +0.5%
FUBT
834
First United Bank & Trust
Maryland
$33.8K
PGAM
835
Princeton Global Asset Management
New Jersey
$33.8K
SGC
836
Slocum, Gordon & Co
Rhode Island
$33.8K
DMBA
837
Deseret Mutual Benefit Administrators
Utah
$33.7K
CSB
838
City State Bank
Iowa
$32.6K
LFA
839
LGT Financial Advisors
Texas
$32.4K -$46.8K -1,268 -57%
TSWM
840
Tyler-Stone Wealth Management
Ohio
$32.4K +$111 +3 +0.3%
PP
841
PrairieView Partners
Minnesota
$31K +$185 +5 +0.5%
FFC
842
First Financial Corp
Indiana
$30.5K
CMP
843
Coston McIsaac & Partners
Maine
$30K
AWM
844
Activest Wealth Management
Florida
$29.1K +$31.7K +860 New
DJSG
845
D.J. St. Germain
Massachusetts
$29K -$6.68K -181 -17%
SFCL
846
Strengthening Families & Communities LLC
Massachusetts
$29K +$31.5K +853 New
CFGS
847
Concourse Financial Group Securities
Alabama
$28.8K -$591 -16 -2%
SCM
848
Silvant Capital Management
Georgia
$28.3K
CIA
849
Cape Investment Advisory
Georgia
$27.9K -$30K -814 -50%
AWM
850
Avior Wealth Management
Nebraska
$27.7K -$9.23K -250 -23%

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.