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Halliburton
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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 %
WCM
376
Washington Capital Management
Washington
$1.16M -$17.4K -550 -1%
HBT
377
Hills Bank & Trust
Iowa
$1.16M +$80.5K +2,543 +7%
PGFC
378
Peapack-Gladstone Financial Corp
New Jersey
$1.15M -$16.4K -519 -1%
TI
379
Tidal Investments
Wisconsin
$1.14M +$791K +25,009 +230%
WAM
380
WealthTrust Asset Management
Florida
$1.13M +$1.13M +35,757 New
IAA
381
Independent Advisor Alliance
North Carolina
$1.11M -$71.4K -2,258 -6%
VIM
382
Vinva Investment Management
Australia
$1.1M +$1.1M +35,301 New
BCM
383
Bourgeon Capital Management
Connecticut
$1.08M – – –
CFG
384
Citizens Financial Group
Rhode Island
$1.08M +$11.2K +354 +1%
ATC
385
Argent Trust Co
Tennessee
$1.07M -$6.33K -200 -0.6%
Balyasny Asset Management
386
Balyasny Asset Management
Illinois
$1.06M -$5.08M -160,552 -83%
SCA
387
Snowden Capital Advisors
New York
$1.05M +$5.7K +180 +0.5%
WP
388
WealthShield Partners
North Carolina
$1.02M +$659K +20,829 +182%
CF
389
Centaurus Financial
California
$1.02M +$14.7K +465 +1%
KRSITF
390
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.02M -$10.5K -333 -1%
MML Investors Services
391
MML Investors Services
Massachusetts
$1M -$82.6K -2,612 -8%
CA
392
Cetera Advisors
Colorado
$971K -$82.8K -2,618 -8%
KAS
393
Kestra Advisory Services
Texas
$971K -$451K -14,262 -32%
SAM
394
Scopus Asset Management
New York
$949K +$949K +30,000 New
CG
395
Caprock Group
Idaho
$948K -$345K -10,912 -27%
SI
396
Saxon Interests
Texas
$947K -$126K -3,972 -12%
IMC Chicago
397
IMC Chicago
Illinois
$940K +$940K +29,718 New
CNC
398
Citizens & Northern Corp
Pennsylvania
$938K +$3.54K +112 +0.4%
Marshall Wace
399
Marshall Wace
United Kingdom
$935K +$935K +29,563 New
SWS
400
SYSTM Wealth Solutions
Illinois
$914K +$914K +28,889 New
14 15
16
17 18