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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
CIBC World Market
201
CIBC World Market
Ontario, Canada
$5.11M +$4.06M +109,996 +266%
Tudor Investment Corp
202
Tudor Investment Corp
Connecticut
$5.08M +$5.55M +150,336 New
BCCM
203
Black Cypress Capital Management
Florida
$4.98M +$230K +6,232 +4%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$4.95M -$71K -1,923 -1%
URS
205
Utah Retirement Systems
Utah
$4.91M -$369K -10,000 -6%
AIM
206
Achmea Investment Management
Netherlands
$4.86M
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$4.83M -$79.2K -2,147 -1%
Walleye Trading
208
Walleye Trading
New York
$4.82M +$4.81M +130,436 +1,073%
Credit Agricole
209
Credit Agricole
France
$4.78M +$2.86M +77,362 +121%
M&T Bank
210
M&T Bank
New York
$4.77M -$806K -21,844 -13%
US Bancorp
211
US Bancorp
Minnesota
$4.7M +$704K +19,076 +16%
SF
212
Synovus Financial
Georgia
$4.7M +$2.56M +69,376 +100%
NRG
213
Nemes Rush Group
Michigan
$4.68M +$242K +6,560 +5%
RIG
214
Renaissance Investment Group
Massachusetts
$4.65M -$2.92K -79 -0.1%
MYIA
215
Mount Yale Investment Advisors
Colorado
$4.6M -$719K -19,487 -13%
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$4.58M +$212K +5,756 +4%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$4.56M +$70.9K +1,920 +1%
NYLIM
218
New York Life Investment Management
New York
$4.55M +$25.4K +689 +0.5%
AAM
219
Advisors Asset Management
Colorado
$4.48M +$53.9K +1,459 +1%
BMSSC
220
B. Metzler seel. Sohn & Co
Germany
$4.42M +$800K +21,667 +20%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$4.4M +$863K +23,373 +22%
MIM
222
Merrion Investment Management
New Jersey
$4.36M
CC
223
Centiva Capital
New York
$4.24M +$4.63M +125,420 New
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$4.2M -$136K -3,684 -3%
UCMOK
225
United Capital Management of KS
Kansas
$4.18M +$4.56M +123,639 New

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.