Halliburton
812 hedge funds and large institutions have $18.3B invested in Halliburton in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 358 increasing their positions, 229 reducing their positions, and 101 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 229
0.29% more ownership
Funds ownership: 81.68% → 81.98% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
3% less call options, than puts
Call options by funds: $393M | Put options by funds: $405M
3% less funds holding
Funds holding: 841 → 812 (-29)
21% less capital invested
Capital invested by funds: $23.1B → $18.3B (-$4.74B)
22% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$354M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$94.2M |
| 3 |
Amundi
Paris,
France
|
+$90.2M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$82.1M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$538M |
| 2 |
Holocene Advisors
New York
|
-$132M |
| 3 |
BlackRock
New York
|
-$81.1M |
| 4 |
VanEck Associates
New York
|
-$60.6M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$49.8M |
HAL Hedge Fund Activity: Q3 2022 in Review
812 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q3 2022, worth a combined $18.3B — down 21% from $23.1B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of HAL and 79 opened new positions — a net loss of 22 holders — while 229 trimmed existing stakes and 358 added.
The largest buyer was Wellington Management Group, adding an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $538M.
- 812 institutional investors held Halliburton (HAL) as of Q3 2022, down from 841 in Q2 2022.
- Funds reported $18.3B of Halliburton stock for Q3 2022, down 21% quarter-over-quarter.
- 79 funds opened new Halliburton positions in Q3 2022 and 101 closed out, a net change of -22 holders.
- The largest Halliburton buyer in Q3 2022 was Wellington Management Group, an estimated $354M added.
- The largest Halliburton seller in Q3 2022 was Fidelity Investments, an estimated $538M sold.
Based on aggregated 13F filings for Q3 2022.