Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Halliburton Co (HAL)

1K + Investors. Track Smart Money conviction in HAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +178
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — HAL

Based on 1186 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,186 hedge funds hold HAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+252 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

743 buying405 selling
Last quarter: 743 funds were net buyers (280 opened a brand new position + 463 added to an existing one). Only 405 were sellers (303 trimmed + 102 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+77 vs last Q)

new funds entering per quarter
Funds opening a new HAL position: 98 → 148 → 203 → 280. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 16% medium ■ 22% new
727 out of 1,186 hedge funds have held HAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+19% value, -5% shares)

Value
+19%
Shares
-5%
Last quarter: total value of institutional HAL holdings rose +19% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

114 → 98 → 148 → 203 → 280 new funds/Q
New funds entering each quarter: 98 → 148 → 203 → 280. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 1,248 holders: 849 (68%) are 2+ year veterans, 114 entered 1–2 years ago, and 285 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
66 of 1181 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in HAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HAL

In 2026 Q1, 743 hedge funds were net buyers of HAL (280 opened a new position, 463 added to an existing one), while 405 reduced or exited (303 trimmed, 102 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in HAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +178 funds (more new holders than closures). Total institutional holders: 1186.

Hedge Fund Ownership: HAL

How many hedge funds hold HAL — quarterly history vs. share price
Quarterly hedge fund ownership of HAL vs. share price

Market Analysis: HAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HAL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Halliburton Co (HAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HAL has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
HAL
-7.1%
XLE
-10.8%

HAL outperformed XLE by +3.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
HAL
-12.9%
XLE
-8.0%

Since the filing became public, HAL outperformed XLE by -4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 14 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: HAL
1K + Investors

Track Smart Money conviction in HAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1172 1008 16.27%
13F Shares 761M 805M -5.45%
Total Value $27.85B $23.42B 18.93%
New Positions 273 203 +70
Increased Positions 445 351 +94
Closed Positions 109 103 +6
Reduced Positions 285 305 -20
Total Calls 34 37 -8.11%
Total Puts 33 37 -10.81%
PUT/CALL Ratio 0.97 1.0 Neutral

Statistics: HAL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oceanic Investment Management LTD 5.31% 160,545 $6.3M
2 Black Cypress Capital Management, LLC 4.86% 173,543 $6.8M
3 Telemark Asset Management, LLC 4.33% 1,200,000 $46.8M
4 QSM Asset Management Ltd 4.18% 212,139 $8.5M
5 Discerene Group LP 4.09% 993,920 $38.8M
6 Gunderson Capital Management LLC 4.09% 250,876 $9.8M
7 Sourcerock Group LLC 3.90% 2,477,128 $96.6M
8 Mh & Associates Securities Management Corp /Adv 3.85% 113,036 $4.4M
9 SIR Capital Management, L.P. 3.50% 961,400 $37.5M
10 Emmett Investment Management, LP 3.35% 115,150 $4.4M
11 Fulcrum Asset Management LLP 3.04% 511,950 $20.1M
12 Quantessence Capital LLC 2.88% 15,163 $591K
13 BFI Infinity Ltd. 2.54% 115,972 $4.5M
14 Sage Capital Advisors,llc 2.51% 277,715 $10.8M
15 AMJ Financial Wealth Management 2.43% 264,053 $10.3M
16 ClearAlpha Technologies LP 2.35% 29,269 $1.1M
17 Merrion Investment Management Co, LLC 2.32% 110,900 $4.3M
18 Canoe Financial LP 2.16% 4,065,777 $158.5M
19 Clough Capital Partners L P 2.12% 566,429 $22.1M
20 Brandes Investment Partners, LP 1.74% 6,291,344 $245.3M
21 KLCM Advisors, Inc. 1.67% 507,360 $19.8M
22 Adams Natural Resources Fund, INC. 1.56% 344,853 $13.4M
23 Kensington Investment Counsel, LLC 1.55% 82,440 $3.2M
24 SCP Investment, LP 1.54% 35,600 $1.4M
25 Generali Powszechne Towarzystwo Emerytalne 1.52% 220,000 $8.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Halliburton Co (HAL)

What does the Smart Money Trend signal show for HAL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HAL?

More buyers than sellers — 65% buying: Last quarter: 743 funds were net buyers (280 opened a brand new position + 463 added to an existing one). Only 405 were sellers (303 trimmed + 102 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HAL holders?

Elite ownership — 47% AUM from top-100 funds: 66 of 1181 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in HAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HAL?

61% of holders stayed for 2+ years: 727 out of 1,186 hedge funds have held HAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Halliburton Co (HAL) following the 2026 Q1 hedge fund 13F filings?

As of today, HAL has moved -12.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.0% for the XLE sector ETF — an outperformance of -4.9%. Since the quarter end (March 31, 2026), HAL has gained -7.1% vs -10.8% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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