We are live on ! Find out more
HAL icon

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
Bank Julius Baer & Co
876
Bank Julius Baer & Co
Switzerland
$14.7K +$14.4K +391 New
GBT
877
Grove Bank & Trust
Florida
$14.7K
JWA
878
JFS Wealth Advisors
Pennsylvania
$14.4K -$406 -11 -3%
EBA
879
Eagle Bay Advisors
New York
$14.4K
FCA
880
FinTrust Capital Advisors
South Carolina
$14.2K -$4.72K -128 -23%
AP
881
Aspect Partners
Virginia
$14.2K
AF
882
Advisornet Financial
Minnesota
$14.2K +$960 +26 +7%
WAM
883
WFA Asset Management
Wisconsin
$13.7K +$74 +2 +0.5%
PCWA
884
Pacific Capital Wealth Advisors
California
$13.4K +$14.7K +397 New
GKIM
885
GW&K Investment Management
Massachusetts
$13K +$3.1K +84 +28%
UCB
886
United Community Bank
South Carolina
$12.8K
PWMG
887
Prestige Wealth Management Group
New Jersey
$12K
RCM
888
Raleigh Capital Management
North Carolina
$12K -$1.29K -35 -9%
TF
889
Tompkins Financial
New York
$11.1K
OW
890
Olistico Wealth
Oklahoma
$10.5K +$11.4K +310 New
BCMLT
891
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.1K -$39.9K -1,082 -78%
OPTFSNA
892
Old Point Trust & Financial Services N A
Virginia
$10.1K
W
893
WealthCollab
Washington
$10.1K
AAG
894
Armstrong Advisory Group
Massachusetts
$9.83K -$3.32K -90 -24%
SC
895
Steph & Co
Wisconsin
$9.83K +$849 +23 +9%
DWM
896
Dogwood Wealth Management
Kansas
$9.66K +$10.6K +286 New
PWA
897
Provenance Wealth Advisors
Florida
$9.46K
SIS
898
Sound Income Strategies
Florida
$9.15K
FNWA
899
Financial Network Wealth Advisors
Utah
$9.12K +$9.96K +270 New
EC
900
Elequin Capital
New York
$8.92K +$9.74K +264 New

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.