Halliburton
957 hedge funds and large institutions have $20B invested in Halliburton in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 309 increasing their positions, 367 reducing their positions, and 98 closing their positions.
48% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 98
3% more funds holding
Funds holding: 926 → 957 (+31)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.1% less ownership
Funds ownership: 83.99% → 83.89% (-0.1%)
7% less capital invested
Capital invested by funds: $21.5B → $20B (-$1.51B)
16% less repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 367
26% less call options, than puts
Call options by funds: $404M | Put options by funds: $543M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$112M |
| 2 |
Millennium Management
New York
|
+$84.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$80.8M |
| 4 |
Citigroup
New York
|
+$79M |
| 5 |
Amundi
Paris,
France
|
+$69.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$418M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$110M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$102M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$83.8M |
| 5 |
JP Morgan Chase
New York
|
-$69.5M |
HAL Hedge Fund Activity: Q4 2024 in Review
957 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Halliburton (HAL) for Q4 2024, worth a combined $20B — down 7% from $21.5B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new HAL positions and 98 closed out — a net gain of 47 holders — while 309 added to existing stakes and 367 trimmed.
The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Capital World Investors, cutting an estimated $418M.
- 957 institutional investors held Halliburton (HAL) as of Q4 2024, up from 926 in Q3 2024.
- Funds reported $20B of Halliburton stock for Q4 2024, down 7% quarter-over-quarter.
- 145 funds opened new Halliburton positions in Q4 2024 and 98 closed out, a net change of +47 holders.
- The largest Halliburton buyer in Q4 2024 was Bank of America, an estimated $112M added.
- The largest Halliburton seller in Q4 2024 was Capital World Investors, an estimated $418M sold.
Based on aggregated 13F filings for Q4 2024.