Halliburton
667 hedge funds and large institutions have $15.1B invested in Halliburton in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 230 increasing their positions, 235 reducing their positions, and 75 closing their positions.
0.36% more ownership
Funds ownership: 78.26% → 78.62% (+0.36%)
2% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 235
2% less funds holding
Funds holding: 681 → 667 (-14)
6% less capital invested
Capital invested by funds: $16.1B → $15.1B (-$969M)
11% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 75
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
21% less call options, than puts
Call options by funds: $283M | Put options by funds: $360M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$133M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$130M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$46.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$56.5M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$47.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$47.1M |
| 4 |
BlackRock
New York
|
-$39.7M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$30.1M |
HAL Hedge Fund Activity: Q3 2021 in Review
667 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2021, worth a combined $15.1B — down 6% from $16.1B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of HAL and 67 opened new positions — a net loss of 8 holders — while 235 trimmed existing stakes and 230 added.
The largest buyer was DZ Bank, adding an estimated $133M. The largest seller was Schroder Investment Management Group, cutting an estimated $56.5M.
- 667 institutional investors held Halliburton (HAL) as of Q3 2021, down from 681 in Q2 2021.
- Funds reported $15.1B of Halliburton stock for Q3 2021, down 6% quarter-over-quarter.
- 67 funds opened new Halliburton positions in Q3 2021 and 75 closed out, a net change of -8 holders.
- The largest Halliburton buyer in Q3 2021 was DZ Bank, an estimated $133M added.
- The largest Halliburton seller in Q3 2021 was Schroder Investment Management Group, an estimated $56.5M sold.
Based on aggregated 13F filings for Q3 2021.