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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
VWA
951
Valued Wealth Advisors
Utah
$2.33K +$1.18K +32 +86%
FFO
952
Fortitude Family Office
Arizona
$2.3K
KFS
953
Kelly Financial Services
Massachusetts
$2.27K
HGERS
954
Householder Group Estate & Retirement Specialist
Arizona
$2K +$37 +1 +1%
VNA
955
Valley National Advisers
Pennsylvania
$2K +$3.14K +85 New
O
956
Ossiam
France
$1.93K -$7.38K -200 -78%
OWA
957
Opal Wealth Advisors
New York
$1.82K +$1.99K +54 New
JGIA
958
Jackson Grant Investment Advisers
Connecticut
$1.82K
TWD
959
True Wealth Design
Ohio
$1.79K +$591 +16 +43%
EWP
960
Elevation Wealth Partners
California
$1.79K +$1.96K +53 New
NECFA
961
New England Capital Financial Advisors
Connecticut
$1.77K
CWA
962
Carolina Wealth Advisors
South Carolina
$1.69K
PWMG
963
Private Wealth Management Group
New Jersey
$1.69K
DF
964
Dunhill Financial
United Kingdom
$1.6K +$627 +17 +57%
CAS
965
Coppell Advisory Solutions
Texas
$1.49K +$1.62K +44 New
VAG
966
VisionPoint Advisory Group
Texas
$1.45K +$148 +4 +10%
AIM
967
Anchor Investment Management
South Carolina
$1.22K
TWP
968
Triad Wealth Partners
Kansas
$1.22K +$1.33K +36 New
RS
969
Rakuten Securities
Japan
$1.18K -$1.77K -48 -58%
SIC
970
Salem Investment Counselors
North Carolina
$1.08K
AIC
971
Archer Investment Corporation
Indiana
$1.01K -$554 -15 -33%
TFGT
972
TS Financial Group (TSFG)
Illinois
$1K
CB
973
CNB Bank
Pennsylvania
$878 +$960 +26 New
NL
974
NVWM LLC
Pennsylvania
$642 +$185 +5 +36%
CPG
975
Cornerstone Planning Group
New Jersey
$371 -$258 -7 -37%

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.