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Halliburton
HAL

Overview Fund Activity

927 hedge funds and large institutions have $24.2B invested in Halliburton in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 356 increasing their positions, 305 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-11
Holders Change %
-1.17%
% of All Funds
14.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.11%
New
123
Increased
356
Reduced
305
Closed
112
Calls
$344M
Puts
$377M
Net Calls
-$32.8M
Net Calls Change
-$118M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.46B
2
Boston Partners
Boston Partners
Massachusetts
$780M
3
Bank of America
Bank of America
North Carolina
$260M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$439M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$776M
2
Capital Research Global Investors
Capital Research Global Investors
California
$386M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
DZ Bank
DZ Bank
Germany
$375M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
DILIC
326
Dai-ichi Life Insurance Company
Japan
$1.73M – – –
EIP
327
Energy Income Partners
Connecticut
$1.72M +$229K +7,248 +15%
AFS
328
Aft Forsyth & Sober
Florida
$1.66M – – –
PAG
329
Private Advisor Group
New Jersey
$1.65M +$262K +8,293 +19%
CCP
330
Cunning Capital Partners
North Carolina
$1.65M – – –
GCM
331
Glynn Capital Management
California
$1.65M – – –
GT
332
Glenmede Trust
Pennsylvania
$1.64M +$88.8K +2,805 +6%
EGM
333
Engineers Gate Manager
New York
$1.62M +$1.41M +44,491 +676%
TSS
334
Two Sigma Securities
New York
$1.6M +$760K +24,013 +91%
BRWA
335
B. Riley Wealth Advisors
Florida
$1.6M +$482K +15,227 +43%
TW
336
TrinityPoint Wealth
Connecticut
$1.57M -$7.02K -222 -0.4%
DTL
337
Dynamic Technology Lab
Singapore
$1.56M +$1.56M +49,354 New
BCI
338
Brinker Capital Investments
Pennsylvania
$1.53M +$360K +11,375 +31%
OPS
339
Orion Portfolio Solutions
Nebraska
$1.53M +$1.22M +38,625 +392%
QCM
340
Quantinno Capital Management
New York
$1.51M -$200K -6,319 -12%
CPC
341
Consolidated Planning Corp
Georgia
$1.5M -$173K -5,454 -10%
CWM
342
CIBC World Markets
New York
$1.45M -$1.93M -61,036 -57%
NL
343
NWAM LLC
Washington
$1.45M +$18K +570 +1%
CGH
344
Crossmark Global Holdings
Texas
$1.43M -$17.1K -541 -1%
IWC
345
Integrated Wealth Concepts
Massachusetts
$1.39M -$19.8K -627 -1%
CFCI
346
Comprehensive Financial Consultants Institutional
Indiana
$1.37M -$63.7K -2,014 -4%
IMRF
347
Illinois Municipal Retirement Fund
Illinois
$1.37M – – –
HCM
348
Huber Capital Management
California
$1.36M +$209K +6,600 +18%
RBA
349
Richard Bernstein Advisors
New York
$1.36M – – –
Neuberger Berman Group
350
Neuberger Berman Group
New York
$1.35M +$46K +1,454 +4%
12 13
14
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