Halliburton
943 hedge funds and large institutions have $29.3B invested in Halliburton in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 339 increasing their positions, 268 reducing their positions, and 64 closing their positions.
225% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 64
100% more funds holding in top 10
Funds holding in top 10: 8 → 16 (+8)
60% more capital invested
Capital invested by funds: $18.3B → $29.3B (+$11B)
26% more repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 268
17% more call options, than puts
Call options by funds: $585M | Put options by funds: $502M
16% more funds holding
Funds holding: 812 → 943 (+131)
0.7% more ownership
Funds ownership: 81.98% → 82.68% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$311M |
| 2 |
Morgan Stanley
New York
|
+$241M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$94.9M |
| 4 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
+$89.1M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$86.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$273M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$90.9M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$85.7M |
| 4 |
Amundi
Paris,
France
|
-$71.5M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$61.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
1001
Howe & Rusling
Rochester,
New York
| – | -$3K | -104 | Closed |
|
|
CA
1002
Crewe Advisors
Salt Lake City,
Utah
| – | -$1K | -54 | Closed |
|
|
IBOK
1003
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$1K | -50 | Closed |
|
1004
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$1K | -50 | Closed |
|
|
FIA
1005
FNY Investment Advisers
New York
| – | +$35 | +1 | New |
|
HAL Hedge Fund Activity: Q4 2022 in Review
943 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2022, worth a combined $29.3B — up 60% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new HAL positions and 64 closed out — a net gain of 144 holders — while 339 added to existing stakes and 268 trimmed.
The largest buyer was DZ Bank, adding an estimated $311M. The largest seller was Pzena Investment Management, cutting an estimated $273M.
- 943 institutional investors held Halliburton (HAL) as of Q4 2022, up from 812 in Q3 2022.
- Funds reported $29.3B of Halliburton stock for Q4 2022, up 60% quarter-over-quarter.
- 208 funds opened new Halliburton positions in Q4 2022 and 64 closed out, a net change of +144 holders.
- The largest Halliburton buyer in Q4 2022 was DZ Bank, an estimated $311M added.
- The largest Halliburton seller in Q4 2022 was Pzena Investment Management, an estimated $273M sold.
Based on aggregated 13F filings for Q4 2022.