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Halliburton
HAL

Overview Fund Activity

906 hedge funds and large institutions have $24.7B invested in Halliburton in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 324 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
-20
Holders Change %
-2.16%
% of All Funds
14.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
84
Increased
350
Reduced
324
Closed
98
Calls
$362M
Puts
$513M
Net Calls
-$151M
Net Calls Change
-$118M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.77B
2
Morgan Stanley
2
Morgan Stanley
New York
$623M
3
Boston Partners
3
Boston Partners
Massachusetts
$854M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$103M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$30.9M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$17.6M
2
OIAM
2
OFI Invest Asset Management
France
$25.6M
3
BlackRock
3
BlackRock
New York
$2.44B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$595M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$82.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
376
Arcadia Investment Management
Michigan
$1.21M +$545K +16,525 +82%
BPFA
377
Barnes Pettey Financial Advisors
Mississippi
$1.2M -$32.9K -998 -3%
AWS
378
Atria Wealth Solutions
New York
$1.18M +$343K +10,389 +41%
SCM
379
Stevens Capital Management
Pennsylvania
$1.18M -$105K -3,195 -8%
WAM
380
WealthTrust Asset Management
Florida
$1.17M -$8.05K -244 -0.7%
ADIM
381
Alpha DNA Investment Management
Maryland
$1.15M +$1.15M +34,819 New
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$1.15M -$54.6K -1,656 -5%
RGF
383
Retirement Guys Formula
Ohio
$1.14M +$550K +16,685 +93%
BCM
384
Bourgeon Capital Management
Connecticut
$1.13M – – –
IAA
385
Independent Advisor Alliance
North Carolina
$1.12M -$30K -908 -3%
CFG
386
Citizens Financial Group
Rhode Island
$1.12M +$759 +23 +0.1%
ATC
387
Argent Trust Co
Tennessee
$1.12M – – –
TA
388
Townsend & Associates
Colorado
$1.12M +$118K +3,073 +12%
MFS
389
Mirabella Financial Services
United Kingdom
$1.1M +$1.1M +33,340 New
LFAS
390
Level Four Advisory Services
Texas
$1.09M +$166K +5,043 +18%
MWM
391
Meridian Wealth Management
Kentucky
$1.07M +$305K +9,258 +40%
KRSITF
392
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M +$7.16K +217 +0.7%
CF
393
Centaurus Financial
California
$1.07M +$3.03K +92 +0.3%
Lazard Asset Management
394
Lazard Asset Management
New York
$1.06M +$260K +7,893 +32%
SCA
395
Snowden Capital Advisors
New York
$1.06M -$29.8K -904 -3%
CA
396
Cetera Advisors
Colorado
$1.04M +$30.9K +937 +3%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$8.85M -268,406 -89%
RIA
398
Recurrent Investment Advisors
Texas
$1.03M +$101K +3,060 +11%
SWS
399
SYSTM Wealth Solutions
Illinois
$1.02M +$64.8K +1,965 +7%
FTDI
400
First Trust Direct Indexing
Massachusetts
$1.01M +$107K +3,232 +12%
14 15
16
17 18