Halliburton
864 hedge funds and large institutions have $27.5B invested in Halliburton in 2022 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 257 increasing their positions, 273 reducing their positions, and 73 closing their positions.
192% more first-time investments, than exits
New positions opened: 213 | Existing positions closed: 73
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
66% more capital invested
Capital invested by funds: $16.5B → $27.5B (+$11B)
18% more funds holding
Funds holding: 731 → 864 (+133)
0.26% more ownership
Funds ownership: 80.48% → 80.74% (+0.26%)
6% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 273
21% less call options, than puts
Call options by funds: $487M | Put options by funds: $619M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$856M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$579M |
| 3 |
BlackRock
New York
|
+$177M |
| 4 |
VanEck Associates
New York
|
+$121M |
| 5 |
Bank of New York Mellon
New York
|
+$94.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$513M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$302M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$254M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$206M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$187M |
HAL Hedge Fund Activity: Q1 2022 in Review
864 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2022, worth a combined $27.5B — up 66% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 213 funds opened new HAL positions and 73 closed out — a net gain of 140 holders — while 257 added to existing stakes and 273 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $856M. The largest seller was Pzena Investment Management, cutting an estimated $513M.
- 864 institutional investors held Halliburton (HAL) as of Q1 2022, up from 731 in Q4 2021.
- Funds reported $27.5B of Halliburton stock for Q1 2022, up 66% quarter-over-quarter.
- 213 funds opened new Halliburton positions in Q1 2022 and 73 closed out, a net change of +140 holders.
- The largest Halliburton buyer in Q1 2022 was Fidelity Investments, an estimated $856M added.
- The largest Halliburton seller in Q1 2022 was Pzena Investment Management, an estimated $513M sold.
Based on aggregated 13F filings for Q1 2022.