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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
Two Sigma Advisers
201
Two Sigma Advisers
New York
$2.69M +$1.11M +46,700 +66%
KAM
202
Knightsbridge Asset Management
California
$2.68M +$2.77M +117,076 New
CS
203
Candriam SCA
Luxembourg
$2.67M -$3.59M -151,398 -56%
IG
204
ING Group
Netherlands
$2.67M +$994K +41,987 +56%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$2.65M – – –
SCM
206
SIR Capital Management
New York
$2.64M -$7.16M -302,298 -72%
II
207
IFM Investors
Australia
$2.61M -$56.9K -2,401 -2%
HighTower Advisors
208
HighTower Advisors
Illinois
$2.6M -$135K -5,698 -5%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$2.6M -$8.57K -362 -0.3%
Capital Fund Management (CFM)
210
Capital Fund Management (CFM)
France
$2.58M -$5.09M -215,029 -66%
CLOS
211
Compagnie Lombard Odier SCmA
Switzerland
$2.57M +$168K +7,103 +7%
SPIA
212
Steward Partners Investment Advisory
New York
$2.57M +$327K +13,809 +14%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.57M +$17.9K +758 +0.7%
SM
214
Sciencast Management
New Jersey
$2.55M +$2.37M +100,074 New
IAM
215
Impala Asset Management
Florida
$2.42M +$2.51M +105,840 New
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$2.39M -$60.2K -2,543 -2%
NAM
217
Nissay Asset Management
Japan
$2.37M +$66.7K +2,816 +3%
SAM
218
Storebrand Asset Management
Norway
$2.36M +$86.4K +3,650 +4%
HW
219
Hedeker Wealth
Illinois
$2.34M -$37.4K -1,578 -2%
QT
220
Quantbot Technologies
New York
$2.32M +$2.4M +101,303 New
BFM
221
Boothbay Fund Management
New York
$2.29M +$2.37M +99,911 New
AP
222
Advisor Partners
California
$2.28M -$45.9K -1,939 -2%
HIMCH
223
Hartford Investment Management Co (HIMCO)
Connecticut
$2.2M +$250K +10,557 +12%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$2.13M -$173K -7,315 -10%
TC
225
Titleist Capital
Texas
$2.13M +$2.2M +92,936 New
7 8
9
10 11

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.