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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
MFT
926
Moisand Fitzgerald Tamayo
Florida
$5.41K
VCM
927
Versant Capital Management
Arizona
$5.37K +$3.95K +107 +206%
IGWM
928
ICA Group Wealth Management
Colorado
$5.07K -$159K -4,297 -97%
RBC
929
Roble Belko & Company
Pennsylvania
$5K
SRCM
930
Signature Resources Capital Management
California
$4.39K
RFG
931
RFP Financial Group
Georgia
$4.32K
SIC
932
SJS Investment Consulting
Ohio
$4.22K +$185 +5 +4%
SC
933
Stephens Consulting
Michigan
$4.22K
PP
934
PFS Partners
New Jersey
$4.06K +$37 +1 +0.8%
PPWM
935
PFG Private Wealth Management
Florida
$3.96K
AWM
936
Abound Wealth Management
Tennessee
$3.96K -$775 -21 -15%
ACM
937
Anfield Capital Management
California
$3.88K +$4.25K +115 New
ARC
938
Advisor Resource Council
Texas
$3.73K -$368K -9,968 -49%
TFM
939
TFC Financial Management
Massachusetts
$3.72K
SWA
940
SOA Wealth Advisors
New York
$3.72K
DPW
941
DiNuzzo Private Wealth
Pennsylvania
$3.72K +$812 +22 +25%
MSG
942
Main Street Group
Virginia
$3.6K +$37 +1 +0.9%
AFG
943
Albion Financial Group
Utah
$3.38K
GCM
944
Gables Capital Management
Florida
$3.38K
LB
945
Legacy Bridge
Iowa
$3.38K
AWM
946
Atticus Wealth Management
Florida
$3.38K +$3.69K +100 New
DWA
947
Delos Wealth Advisors
Texas
$3.35K
FMTCOCP
948
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
CP
949
Castleview Partners
Texas
$2.63K
HWP
950
Highline Wealth Partners
California
$2.53K +$627 +17 +29%

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.