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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
LOAMS
1026
Lombard Odier Asset Management (Switzerland)
Switzerland
-$310K -7,854 Closed
LIM
1027
Lathrop Investment Management
Arkansas
-$306K -7,754 Closed
BPFA
1028
Barnes Pettey Financial Advisors
Mississippi
-$294K -7,466 Closed
SW
1029
SVB Wealth
Massachusetts
-$293K -7,430 Closed
AWM
1030
Axxcess Wealth Management
California
-$292K -7,400 Closed
BWM
1031
Baron Wealth Management
Michigan
-$288K -7,318 Closed
JWCA
1032
J.W. Cole Advisors
Florida
-$285K -7,215 Closed
AC
1033
Avestar Capital
New York
-$283K -7,170 Closed
SC
1034
Shay Capital
New York
-$276K -7,000 Closed
SBIA
1035
Sheaff Brock Investment Advisors
Indiana
-$269K -6,829 Closed
LA
1036
LexAurum Advisors
Kansas
-$266K -6,754 Closed
SP
1037
Systematic Portfolios
New York
-$265K -6,731 Closed
Empower Advisory Group
1038
Empower Advisory Group
Colorado
-$257K -6,520 Closed
SCM
1039
Shelton Capital Management
Colorado
-$255K -6,466 Closed
FFG
1040
Fortem Financial Group
California
-$248K -6,300 Closed
PFPT
1041
Pinnacle Financial Partners (Tennessee)
Tennessee
-$243K -6,174 Closed
NFG
1042
Nations Financial Group
Iowa
-$240K -6,081 Closed
CPIG
1043
Chicago Partners Investment Group
Illinois
-$231K -5,998 Closed
CGL
1044
Clarius Group LLC
Washington
-$236K -5,982 Closed
AWA
1045
Aaron Wealth Advisors
Illinois
-$235K -5,952 Closed
FH
1046
FWG Holdings
Florida
-$220K -5,877 Closed
PPWP
1047
Premier Path Wealth Partners
New Jersey
-$231K -5,866 Closed
PCM
1048
Parsons Capital Management
Rhode Island
-$230K -5,829 Closed
JSL
1049
JT Stratford LLC
Georgia
-$229K -5,814 Closed
FSA
1050
Financial Sense Advisors
California
-$224K -5,682 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.