Halliburton
842 hedge funds and large institutions have $23.1B invested in Halliburton in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 337 increasing their positions, 259 reducing their positions, and 118 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 259
0.94% more ownership
Funds ownership: 80.74% → 81.68% (+0.94%)
6% less first-time investments, than exits
New positions opened: 111 | Existing positions closed: 118
3% less funds holding
Funds holding: 864 → 842 (-22)
16% less capital invested
Capital invested by funds: $27.5B → $23.1B (-$4.36B)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
28% less call options, than puts
Call options by funds: $415M | Put options by funds: $574M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$448M |
| 2 |
BlackRock
New York
|
+$375M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$184M |
| 4 |
Morgan Stanley
New York
|
+$174M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$227M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$185M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$151M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$125M |
| 5 |
VanEck Associates
New York
|
-$108M |
HAL Hedge Fund Activity: Q2 2022 in Review
842 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2022, worth a combined $23.1B — down 16% from $27.5B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of HAL and 111 opened new positions — a net loss of 7 holders — while 259 trimmed existing stakes and 337 added.
The largest buyer was Fidelity Investments, adding an estimated $448M. The largest seller was Pzena Investment Management, cutting an estimated $227M.
- 842 institutional investors held Halliburton (HAL) as of Q2 2022, down from 864 in Q1 2022.
- Funds reported $23.1B of Halliburton stock for Q2 2022, down 16% quarter-over-quarter.
- 111 funds opened new Halliburton positions in Q2 2022 and 118 closed out, a net change of -7 holders.
- The largest Halliburton buyer in Q2 2022 was Fidelity Investments, an estimated $448M added.
- The largest Halliburton seller in Q2 2022 was Pzena Investment Management, an estimated $227M sold.
Based on aggregated 13F filings for Q2 2022.