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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
CP
1001
CenterBook Partners
Connecticut
-$1.46M -37,157 Closed
MLICM
1002
Metropolitan Life Insurance Company (MetLife)
New York
-$1.42M -35,900 Closed
TAF
1003
Tredje AP-fonden
Sweden
-$1.26M -32,058 Closed
AWM
1004
Avitas Wealth Management
California
-$1.22M -31,007 Closed
BS
1005
Banco Santander
Spain
-$1.09M -27,600 Closed
WCA
1006
Waratah Capital Advisors
Ontario, Canada
-$1.08M -27,458 Closed
PCMH
1007
Polymer Capital Management (HK)
Hong Kong
-$1.07M -27,020 Closed
SWS
1008
SYSTM Wealth Solutions
Illinois
-$903K -22,901 Closed
AIMCA
1009
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$757K -19,200 Closed
MWM
1010
Meridian Wealth Management
Kentucky
-$730K -18,519 Closed
NP
1011
Ninepoint Partners
Ontario, Canada
-$728K -18,478 Closed
MC
1012
Machina Capital
France
-$714K -18,105 Closed
AIM
1013
Aquila Investment Management
New York
-$710K -18,000 Closed
QCM
1014
Qsemble Capital Management
New York
-$643K -16,313 Closed
TCM
1015
Triumph Capital Management
Colorado
-$632K -15,833 Closed
DFG
1016
Delta Financial Group
New Jersey
-$476K -12,076 Closed
TW
1017
TritonPoint Wealth
Maryland
-$422K -11,874 Closed
1WM
1018
1858 Wealth Management
Ohio
-$418K -11,560 Closed
APW
1019
Aurora Private Wealth
New Jersey
-$392K -9,808 Closed
AA
1020
AlphaQ Advisors
Florida
-$375K -9,515 Closed
BCM
1021
Bayesian Capital Management
New York
-$374K -9,500 Closed
OMC
1022
Overbrook Management Corp
New York
-$372K -9,441 Closed
AAIS
1023
ABN AMRO Investment Solutions
-$370K -9,380 Closed
CIS
1024
Custom Index Systems
New York
-$369K -9,352 Closed
MYLI
1025
Meiji Yasuda Life Insurance
Japan
-$335K -8,500 Closed

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.