Halliburton
681 hedge funds and large institutions have $16.1B invested in Halliburton in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 223 increasing their positions, 248 reducing their positions, and 67 closing their positions.
13% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 67
8% more capital invested
Capital invested by funds: $14.9B → $16.1B (+$1.19B)
1% more funds holding
Funds holding: 677 → 681 (+4)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.33% less ownership
Funds ownership: 78.6% → 78.26% (-0.33%)
10% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 248
18% less call options, than puts
Call options by funds: $283M | Put options by funds: $347M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$181M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$87.2M |
| 3 |
Holocene Advisors
New York
|
+$68.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$59.6M |
| 5 |
Pzena Investment Management
New York
|
+$59.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$240M |
| 2 |
BlackRock
New York
|
-$130M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$62.2M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$60M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$53.5M |
HAL Hedge Fund Activity: Q2 2021 in Review
681 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2021, worth a combined $16.1B — up 8% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new HAL positions and 67 closed out — a net gain of 9 holders — while 223 added to existing stakes and 248 trimmed.
The largest buyer was VanEck Associates, adding an estimated $181M. The largest seller was Dodge & Cox, cutting an estimated $240M.
- 681 institutional investors held Halliburton (HAL) as of Q2 2021, up from 677 in Q1 2021.
- Funds reported $16.1B of Halliburton stock for Q2 2021, up 8% quarter-over-quarter.
- 76 funds opened new Halliburton positions in Q2 2021 and 67 closed out, a net change of +9 holders.
- The largest Halliburton buyer in Q2 2021 was VanEck Associates, an estimated $181M added.
- The largest Halliburton seller in Q2 2021 was Dodge & Cox, an estimated $240M sold.
Based on aggregated 13F filings for Q2 2021.