Halliburton
991 hedge funds and large institutions have $30.2B invested in Halliburton in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 383 increasing their positions, 352 reducing their positions, and 92 closing their positions.
8% more capital invested
Capital invested by funds: $27.9B → $30.2B (+$2.32B)
9% more repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 352
1% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 92
0.1% less ownership
Funds ownership: 86.3% → 86.2% (-0.1%)
1% less funds holding
Funds holding: 1,002 → 991 (-11)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
49% less call options, than puts
Call options by funds: $391M | Put options by funds: $761M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$689M |
| 2 |
BlackRock
New York
|
+$97.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$93.8M |
| 4 |
JP Morgan Chase
New York
|
+$81.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$63.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$508M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$217M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$214M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$87.2M |
| 5 |
TC
TwinBeech Capital
Purchase,
New York
|
-$73.5M |
HAL Hedge Fund Activity: Q1 2024 in Review
991 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2024, worth a combined $30.2B — up 8.3% from $27.9B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new HAL positions and 92 closed out — a net gain of 1 holder — while 383 added to existing stakes and 352 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $689M. The largest seller was Morgan Stanley, cutting an estimated $508M.
- 991 institutional investors held Halliburton (HAL) as of Q1 2024, down from 1,002 in Q4 2023.
- Funds reported $30.2B of Halliburton stock for Q1 2024, up 8.3% quarter-over-quarter.
- 93 funds opened new Halliburton positions in Q1 2024 and 92 closed out, a net change of +1 holder.
- The largest Halliburton buyer in Q1 2024 was T. Rowe Price Associates, an estimated $689M added.
- The largest Halliburton seller in Q1 2024 was Morgan Stanley, an estimated $508M sold.
Based on aggregated 13F filings for Q1 2024.