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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
Mariner
151
Mariner
Kansas
$8.71M +$570K +15,434 +6%
Nomura Asset Management
152
Nomura Asset Management
Japan
$8.69M +$382K +10,353 +4%
AJ
153
Ashburton (Jersey)
Jersey
$8.53M +$9.42M +255,123 New
UIM
154
USS Investment Management
United Kingdom
$8.53M +$1.84M +49,778 +25%
FTIS
155
First Trust Investment Solutions
Florida
$8.32M +$1.04M +28,202 +13%
Cerity Partners
156
Cerity Partners
New York
$8.3M -$3.34M -90,413 -27%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$8.24M -$4.27M -115,634 -32%
SOMRS
158
State of Michigan Retirement System
Michigan
$8.19M -$55.4K -1,500 -0.6%
JGUA
159
John G. Ullman & Associates
New York
$8.19M +$3.15M +85,400 +54%
Man Group
160
Man Group
United Kingdom
$8.16M -$2.21M -59,774 -20%
MIM
161
MetLife Investment Management
New Jersey
$7.97M +$739K +20,033 +9%
Osaic Holdings
162
Osaic Holdings
Arizona
$7.8M -$871K -23,602 -9%
A
163
AustralianSuper
Australia
$7.75M +$1.33M +36,036 +19%
CF
164
Corebridge Financial
Texas
$7.64M +$8.35M +226,169 New
SPIA
165
Steward Partners Investment Advisory
New York
$7.51M +$612K +16,585 +8%
Rafferty Asset Management
166
Rafferty Asset Management
New York
$7.45M +$772K +20,914 +10%
EF
167
Empowered Funds
Pennsylvania
$7.45M -$4.58M -124,136 -36%
GPTE
168
Generali Powszechne Towarzystwo Emerytalne
Poland
$7.43M
ProShare Advisors
169
ProShare Advisors
Maryland
$7.4M +$975K +26,409 +14%
Stifel Financial
170
Stifel Financial
Missouri
$7.39M -$419K -11,342 -5%
Parallax Volatility Advisers
171
Parallax Volatility Advisers
California
$7.19M +$7.75M +210,079 +7,749%
PI
172
PEAK6 Investments
Illinois
$7.03M +$7.45M +201,923 +3,230%
Ensign Peak Advisors
173
Ensign Peak Advisors
Utah
$6.92M +$871K +23,608 +13%
Schroder Investment Management Group
174
Schroder Investment Management Group
United Kingdom
$6.87M +$153K +4,151 +2%
Wealthfront Advisers
175
Wealthfront Advisers
California
$6.8M +$921K +24,945 +14%

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.