Halliburton
731 hedge funds and large institutions have $16.5B invested in Halliburton in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 235 increasing their positions, 239 reducing their positions, and 57 closing their positions.
121% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 57
10% more funds holding
Funds holding: 667 → 731 (+64)
9% more capital invested
Capital invested by funds: $15.1B → $16.5B (+$1.38B)
1.86% more ownership
Funds ownership: 78.62% → 80.48% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 239
41% less call options, than puts
Call options by funds: $393M | Put options by funds: $671M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$251M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$115M |
| 3 |
BlackRock
New York
|
+$95.9M |
| 4 |
Morgan Stanley
New York
|
+$87.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$103M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$98.3M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$92.5M |
| 4 |
Goldman Sachs
New York
|
-$32.6M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$30.9M |
HAL Hedge Fund Activity: Q4 2021 in Review
731 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2021, worth a combined $16.5B — up 9.1% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new HAL positions and 57 closed out — a net gain of 69 holders — while 235 added to existing stakes and 239 trimmed.
The largest buyer was DZ Bank, adding an estimated $251M. The largest seller was VanEck Associates, cutting an estimated $103M.
- 731 institutional investors held Halliburton (HAL) as of Q4 2021, up from 667 in Q3 2021.
- Funds reported $16.5B of Halliburton stock for Q4 2021, up 9.1% quarter-over-quarter.
- 126 funds opened new Halliburton positions in Q4 2021 and 57 closed out, a net change of +69 holders.
- The largest Halliburton buyer in Q4 2021 was DZ Bank, an estimated $251M added.
- The largest Halliburton seller in Q4 2021 was VanEck Associates, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2021.