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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 %
BAM
401
Belpointe Asset Management
Nevada
$907K +$670K +21,160 +281%
GCM
402
Graham Capital Management
Connecticut
$907K -$23.7K -750 -3%
II
403
Inspire Investing
Idaho
$900K +$624K +19,709 +225%
NMIMC
404
Northwestern Mutual Investment Management Company
Wisconsin
$899K -$1.36K -43 -0.2%
Verition Fund Management
405
Verition Fund Management
Connecticut
$894K +$533K +16,830 +147%
RIA
406
Recurrent Investment Advisors
Texas
$892K – – –
LFAS
407
Level Four Advisory Services
Texas
$887K +$300K +9,476 +51%
LCM
408
Leisure Capital Management
California
$880K +$11.5K +365 +1%
DADC
409
D.A. Davidson & Co
Montana
$877K +$6.46K +204 +0.7%
ARC
410
Advisor Resource Council
Texas
$875K +$657K +19,473 +301%
CGA
411
Channing Global Advisors
Florida
$870K -$1.02M -32,102 -54%
FTDI
412
First Trust Direct Indexing
Massachusetts
$866K +$103K +3,254 +13%
HAI
413
Hennessy Advisors Inc
California
$859K – – –
TA
414
Townsend & Associates
Colorado
$854K +$509K +15,534 +147%
FHB
415
First Hawaiian Bank
Hawaii
$829K +$140K +4,424 +20%
WR
416
WD Rutherford
Oregon
$829K – – –
GCC
417
Game Creek Capital
Massachusetts
$815K -$39.6K -1,250 -5%
VI
418
Versor Investments
New York
$809K +$417K +13,168 +106%
SC
419
Savant Capital
Illinois
$809K -$7.09K -224 -0.9%
AWS
420
Atria Wealth Solutions
New York
$803K -$132K -4,158 -14%
POIA
421
Pin Oak Investment Advisors
Texas
$801K -$40K -1,265 -5%
LNWWM
422
Laird Norton Wetherby Wealth Management
California
$800K +$37.4K +1,182 +5%
HNB
423
Huntington National Bank
Ohio
$799K -$35.4K -1,119 -4%
TAF
424
Tredje AP-fonden
Sweden
$793K -$5.8M -183,344 -88%
EF
425
Empirical Finance
Pennsylvania
$787K +$41K +1,296 +5%
15 16
17
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