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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
B
851
Birchbrook
Maine
$27K
HCM
852
Hollencrest Capital Management
California
$27K
LIA
853
Luken Investment Analytics
Tennessee
$27K
IWP
854
IAG Wealth Partners
Wisconsin
$25.9K
CA
855
Continuum Advisory
Idaho
$23.3K +$16K +433 +168%
CFB
856
Cullen/Frost Bankers
Texas
$23K -$21.3K -576 -46%
RA
857
Rise Advisors
New York
$22.6K +$111 +3 +0.4%
MCM
858
MV Capital Management
Maryland
$22K +$775 +21 +3%
RA
859
Ransom Advisory
Rhode Island
$21K +$23K +622 New
MFA
860
McClarren Financial Advisors
Pennsylvania
$21K -$22K -596 -95%
TC
861
Trust Company
Kansas
$20.8K
NFSG
862
Newbridge Financial Services Group
Florida
$20.6K -$9.12K -247 -29%
C
863
Covestor
United Kingdom
$20K -$886 -24 -4%
MIFH
864
Migdal Insurance & Financial Holdings
Israel
$20K +$21.6K +585 New
JWM
865
Janiczek Wealth Management
Colorado
$19.5K -$554 -15 -3%
ADL
866
Asset Dedication LLC
California
$19.1K
FFA
867
Frazier Financial Advisors
Ohio
$18.9K
ZB
868
Zions Bancorporation
Utah
$18.7K -$12.7K -343 -38%
KFI
869
Key Financial Inc
Pennsylvania
$18.3K +$1.48K +40 +8%
HBW
870
Hazlett, Burt & Watson
West Virginia
$18K +$74 +2 +0.4%
RWML
871
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$17.6K
LI
872
LRI Investments
Florida
$15.8K
RTL
873
Red Tortoise LLC
Georgia
$15.8K +$74 +2 +0.4%
PB
874
Pinnacle Bancorp
Nebraska
$14.8K
WTC
875
WhitTier Trust Company
Nevada
$14.8K +$3.43K +93 +27%

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.