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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
MCWA
1051
Meadow Creek Wealth Advisors
Georgia
-$223K -5,665 Closed
ACM
1052
Advance Capital Management
Michigan
-$221K -5,606 Closed
HC
1053
Hamilton Capital
Ohio
-$221K -5,599 Closed
HIS
1054
Harvest Investment Services
Illinois
-$219K -5,550 Closed
CBT
1055
CoreFirst Bank & Trust
Kansas
-$218K -5,540 Closed
DI
1056
Diligent Investors
California
-$218K -5,532 Closed
IGGA
1057
Iron Gate Global Advisors
Utah
-$219K -5,511 Closed
EH
1058
Equitable Holdings
New York
-$215K -5,455 Closed
PCP
1059
Proficio Capital Partners
Massachusetts
-$214K -5,441 Closed
1WA
1060
180 Wealth Advisors
Washington
-$211K -5,362 Closed
CTFG
1061
Capstone Triton Financial Group
Oklahoma
-$211K -5,343 Closed
WDC
1062
Woodward Diversified Capital
California
-$209K -5,304 Closed
RSWM
1063
Robertson Stephens Wealth Management
California
-$208K -5,270 Closed
CIAS
1064
Capital Investment Advisory Services
North Carolina
-$206K -5,225 Closed
IDBONY
1065
Israel Discount Bank of New York
New York
-$205K -5,188 Closed
PA
1066
Procyon Advisors
Connecticut
-$203K -5,139 Closed
TIAA Trust, National Association
1067
TIAA Trust, National Association
North Carolina
-$202K -5,115 Closed
WIC
1068
Woodmont Investment Counsel
Tennessee
-$201K -5,105 Closed
BAM
1069
Belpointe Asset Management
Nevada
-$201K -5,087 Closed
CA
1070
CoreCap Advisors
Michigan
-$191K -4,839 Closed
CA
1071
Cornerstone Advisors
North Carolina
-$185K -4,700 Closed
CF
1072
Canoe Financial
Alberta, Canada
-$983K -3,000 Closed
AAG
1073
Accordant Advisory Group
Maryland
-$108K -2,746 Closed
AWM
1074
Avondale Wealth Management
Texas
-$82.8K -2,100 Closed
SL
1075
Salomon & Ludwin
Virginia
-$71.4K -1,810 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.