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Halliburton

977 hedge funds and large institutions have $26.3B invested in Halliburton in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 417 increasing their positions, 301 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 301

1.65% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

1% less funds holding

Funds holding: 991977 (-14)

13% less capital invested

Capital invested by funds: $30.2B → $26.3B (-$3.96B)

30% less call options, than puts

Call options by funds: $450M | Put options by funds: $647M

Holders
977
Holders Change
-14
Holders Change %
-1.41%
% of All Funds
14.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
102
Increased
417
Reduced
301
Closed
109
Calls
$450M
Puts
$647M
Net Calls
-$197M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$4.06B -$67M -1,815,293 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.5B +$123M +3,341,188 +3%
BlackRock
3
BlackRock
New York
$2.48B -$46.2M -1,252,113 -2%
State Street
4
State Street
Massachusetts
$1.95B +$131M +3,550,671 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.49B -$624M -16,903,572 -28%
Sanders Capital
6
Sanders Capital
Florida
$809M +$9.27M +251,275 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$689M +$6.08M +164,632 +0.8%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$502M -$3.03M -82,214 -0.6%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$460M +$500M +13,552,927 +17,318%
Morgan Stanley
10
Morgan Stanley
New York
$436M -$29.1M -787,564 -6%
Norges Bank
11
Norges Bank
Norway
$419M +$17.7M +479,218 +4%
Capital Research Global Investors
12
Capital Research Global Investors
California
$362M +$23.7M +640,933 +6%
Boston Partners
13
Boston Partners
Massachusetts
$344M -$4.56M -123,611 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$341M +$62.1M +1,681,620 +20%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$284M +$16.1M +435,827 +5%
Northern Trust
16
Northern Trust
Illinois
$278M -$2.16M -58,645 -0.7%
Invesco
17
Invesco
Georgia
$264M +$65.6M +1,777,851 +29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$248M +$3.1M +83,894 +1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$225M +$3.75M +101,697 +2%
Goldman Sachs
20
Goldman Sachs
New York
$197M -$6.25M -169,212 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$194M -$2.23M -60,537 -1%
Charles Schwab
22
Charles Schwab
California
$193M +$3.58M +97,116 +2%
VanEck Associates
23
VanEck Associates
New York
$190M -$19.8M -535,377 -9%
UBS AM
24
UBS AM
Illinois
$190M +$37.5M +1,015,697 +22%
Amundi
25
Amundi
France
$182M -$36.1M -979,339 -15%

HAL Hedge Fund Activity: Q2 2024 in Review

977 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q2 2024, worth a combined $26.3B — down 13% from $30.2B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of HAL and 102 opened new positions — a net loss of 7 holders — while 301 trimmed existing stakes and 417 added.

The largest buyer was Pacer Advisors, adding an estimated $500M. The largest seller was T. Rowe Price Associates, cutting an estimated $624M.

  • 977 institutional investors held Halliburton (HAL) as of Q2 2024, down from 991 in Q1 2024.
  • Funds reported $26.3B of Halliburton stock for Q2 2024, down 13% quarter-over-quarter.
  • 102 funds opened new Halliburton positions in Q2 2024 and 109 closed out, a net change of -7 holders.
  • The largest Halliburton buyer in Q2 2024 was Pacer Advisors, an estimated $500M added.
  • The largest Halliburton seller in Q2 2024 was T. Rowe Price Associates, an estimated $624M sold.

Based on aggregated 13F filings for Q2 2024.