Halliburton
1,001 hedge funds and large institutions have $27.9B invested in Halliburton in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 352 increasing their positions, 352 reducing their positions, and 93 closing their positions.
60% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 93
5% more funds holding
Funds holding: 957 → 1,001 (+44)
2.08% more ownership
Funds ownership: 84.22% → 86.3% (+2.1%)
0% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 352
9% less capital invested
Capital invested by funds: $30.7B → $27.9B (-$2.78B)
45% less call options, than puts
Call options by funds: $351M | Put options by funds: $640M
58% less funds holding in top 10
Funds holding in top 10: 12 → 5 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$508M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$218M |
| 3 |
Barclays
London,
United Kingdom
|
+$74M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$71.5M |
| 5 |
Amundi
Paris,
France
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$206M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$193M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$106M |
| 4 |
State Street
Boston,
Massachusetts
|
-$96M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$70.5M |
HAL Hedge Fund Activity: Q4 2023 in Review
1,001 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2023, worth a combined $27.9B — down 9.1% from $30.7B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new HAL positions and 93 closed out — a net gain of 56 holders — while 352 added to existing stakes and 352 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $508M. The largest seller was Boston Partners, cutting an estimated $206M.
- 1,001 institutional investors held Halliburton (HAL) as of Q4 2023, up from 957 in Q3 2023.
- Funds reported $27.9B of Halliburton stock for Q4 2023, down 9.1% quarter-over-quarter.
- 149 funds opened new Halliburton positions in Q4 2023 and 93 closed out, a net change of +56 holders.
- The largest Halliburton buyer in Q4 2023 was Morgan Stanley, an estimated $508M added.
- The largest Halliburton seller in Q4 2023 was Boston Partners, an estimated $206M sold.
Based on aggregated 13F filings for Q4 2023.