Halliburton
992 hedge funds and large institutions have $30.2B invested in Halliburton in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 384 increasing their positions, 351 reducing their positions, and 92 closing their positions.
10% more capital invested
Capital invested by funds: $27.4B → $30.2B (+$2.82B)
1.45% more ownership
Funds ownership: 84.75% → 86.19% (+1.4%)
9% more repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 351
1% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 92
1% less funds holding
Funds holding: 1,003 → 992 (-11)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
49% less call options, than puts
Call options by funds: $391M | Put options by funds: $761M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$689M |
| 2 |
BlackRock
New York
|
+$97.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$93.8M |
| 4 |
JP Morgan Chase
New York
|
+$81.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$63.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$217M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$214M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$87.2M |
| 4 |
TC
TwinBeech Capital
Purchase,
New York
|
-$73.5M |
| 5 |
Barclays
London,
United Kingdom
|
-$46.6M |
HAL Hedge Fund Activity: Q1 2024 in Review
992 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q1 2024, worth a combined $30.2B — up 10% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new HAL positions and 92 closed out — a net gain of 1 holder — while 384 added to existing stakes and 351 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $689M. The largest seller was Fidelity Investments, cutting an estimated $217M.
- 992 institutional investors held Halliburton (HAL) as of Q1 2024, down from 1,003 in Q4 2023.
- Funds reported $30.2B of Halliburton stock for Q1 2024, up 10% quarter-over-quarter.
- 93 funds opened new Halliburton positions in Q1 2024 and 92 closed out, a net change of +1 holder.
- The largest Halliburton buyer in Q1 2024 was T. Rowe Price Associates, an estimated $689M added.
- The largest Halliburton seller in Q1 2024 was Fidelity Investments, an estimated $217M sold.
Based on aggregated 13F filings for Q1 2024.