Halliburton
677 hedge funds and large institutions have $14.9B invested in Halliburton in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 212 increasing their positions, 270 reducing their positions, and 79 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more capital invested
Capital invested by funds: $13.2B → $14.9B (+$1.73B)
0.31% less ownership
Funds ownership: 78.91% → 78.6% (-0.31%)
3% less funds holding
Funds holding: 698 → 677 (-21)
13% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 79
21% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 270
25% less call options, than puts
Call options by funds: $252M | Put options by funds: $334M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$202M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$132M |
| 3 |
State Street
Boston,
Massachusetts
|
+$121M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$86.1M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$190M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$138M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$78.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$77M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$60.5M |
HAL Hedge Fund Activity: Q1 2021 in Review
677 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2021, worth a combined $14.9B — up 13% from $13.2B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of HAL and 69 opened new positions — a net loss of 10 holders — while 270 trimmed existing stakes and 212 added.
The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Wells Fargo, cutting an estimated $190M.
- 677 institutional investors held Halliburton (HAL) as of Q1 2021, down from 698 in Q4 2020.
- Funds reported $14.9B of Halliburton stock for Q1 2021, up 13% quarter-over-quarter.
- 69 funds opened new Halliburton positions in Q1 2021 and 79 closed out, a net change of -10 holders.
- The largest Halliburton buyer in Q1 2021 was BlackRock, an estimated $202M added.
- The largest Halliburton seller in Q1 2021 was Wells Fargo, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2021.