We are live on ! Find out more
HAL icon

Halliburton
HAL

731 hedge funds and large institutions have $16.3B invested in Halliburton in 2021 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 235 increasing their positions, 238 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 57

10% more funds holding

Funds holding: 666 → 731 (+65)

8% more capital invested

Capital invested by funds: $15.1B → $16.3B (+$1.19B)

0.9% more ownership

Funds ownership: 78.62% → 79.52% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 238

41% less call options, than puts

Call options by funds: $393M | Put options by funds: $671M

Holders
731
Holders Change
+65
Holders Change %
+9.76%
% of All Funds
11.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
127
Increased
235
Reduced
238
Closed
57
Calls
$393M
Puts
$671M
Net Calls
-$278M
Net Calls Change
-$202M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$115M
2
BlackRock
BlackRock
New York
+$95.9M
3
Morgan Stanley
Morgan Stanley
New York
+$87.2M
4
Norges Bank
Norges Bank
Norway
+$73M
5
Invesco
Invesco
Georgia
+$62.3M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$103M
2
Franklin Resources
Franklin Resources
California
-$98.3M
3
PI
Putnam Investments
Massachusetts
-$92.5M
4
Goldman Sachs
Goldman Sachs
New York
-$32.6M
5
Dodge & Cox
Dodge & Cox
California
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIBU
176
Gulf International Bank (UK)
United Kingdom
$3.59M -$740K -31,250 -17%
GAM
177
Gotham Asset Management
New York
$3.59M +$507K +21,411 +16%
Vontobel Holding
178
Vontobel Holding
Switzerland
$3.59M +$9.26K +391 +0.2%
BCIM
179
British Columbia Investment Management
British Columbia, Canada
$3.57M -$197K -8,322 -5%
Jacobs Levy Equity Management
180
Jacobs Levy Equity Management
New Jersey
$3.55M -$164K -6,914 -4%
Simplex Trading
181
Simplex Trading
Illinois
$3.47M +$1.58M +66,662 +78%
BNP Paribas Asset Management
182
BNP Paribas Asset Management
France
$3.47M +$917K +38,722 +34%
FAM
183
Fulcrum Asset Management
United Kingdom
$3.43M – – –
Public Sector Pension Investment Board (PSP Investments)
184
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.42M -$21.1K -890 -0.6%
Jane Street
185
Jane Street
New York
$3.36M -$5.55M -234,256 -61%
CM
186
CoreCommodity Management
Connecticut
$3.33M +$340K +14,342 +11%
Nordea Investment Management
187
Nordea Investment Management
Sweden
$3.33M -$372K -15,719 -10%
YCM
188
Yousif Capital Management
Michigan
$3.28M +$3.39M +143,345 New
DnB Asset Management
189
DnB Asset Management
Norway
$3.16M +$282K +11,900 +9%
Osaic Holdings
190
Osaic Holdings
Arizona
$3.15M -$681K -28,762 -17%
MSL
191
Mackay Shields LLC
New York
$3.11M -$17.5K -741 -0.5%
WG
192
Winton Group
United Kingdom
$3.01M -$4.22M -178,262 -58%
SOADOR
193
State of Alaska Department of Revenue
Alaska
$2.96M -$167K -7,040 -5%
SI
194
Symmetry Investments
Jersey
$2.91M +$1.8M +76,200 +149%
RIM
195
Reliant Investment Management
Tennessee
$2.9M +$3M +126,565 New
SFM
196
Soros Fund Management
New York
$2.86M +$2.96M +125,000 New
TPSF
197
Texas Permanent School Fund
Texas
$2.82M -$334K -14,105 -10%
LIP
198
Liontrust Investment Partners
United Kingdom
$2.82M – – –
BF
199
BOK Financial
Oklahoma
$2.74M +$645K +27,220 +29%
MOACM
200
Mutual of America Capital Management
New York
$2.7M +$31.6K +1,336 +1%
6 7
8
9 10

HAL Hedge Fund Activity: Q4 2021 in Review

731 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2021, worth a combined $16.3B — up 7.9% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new HAL positions and 57 closed out — a net gain of 70 holders — while 235 added to existing stakes and 238 trimmed.

The largest buyer was Credit Suisse, adding an estimated $115M. The largest seller was VanEck Associates, cutting an estimated $103M.

  • 731 institutional investors held Halliburton (HAL) as of Q4 2021, up from 666 in Q3 2021.
  • Funds reported $16.3B of Halliburton stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 127 funds opened new Halliburton positions in Q4 2021 and 57 closed out, a net change of +70 holders.
  • The largest Halliburton buyer in Q4 2021 was Credit Suisse, an estimated $115M added.
  • The largest Halliburton seller in Q4 2021 was VanEck Associates, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2021.