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Halliburton
HAL

Overview Fund Activity

951 hedge funds and large institutions have $30.7B invested in Halliburton in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 311 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
+45
Holders Change %
+4.97%
% of All Funds
15.17%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.19%
New
127
Increased
311
Reduced
359
Closed
71
Calls
$487M
Puts
$612M
Net Calls
-$124M
Net Calls Change
+$26.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.47B
2
Capital World Investors
2
Capital World Investors
California
$4.9B
3
Bessemer Group
3
Bessemer Group
New Jersey
$118M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$113M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$638M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$594M
3
Boston Partners
3
Boston Partners
Massachusetts
$876M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$144M
5
Millennium Management
5
Millennium Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
Avitas Wealth Management
California
$1.22M +$1.22M +30,181 New
NAMA
402
Nikko Asset Management Americas
New York
$1.22M -$875K -21,612 -42%
FRM
403
Fox Run Management
Connecticut
$1.21M +$1.21M +29,912 New
LFAS
404
Level Four Advisory Services
Texas
$1.2M -$142K -3,518 -11%
BCM
405
Bourgeon Capital Management
Connecticut
$1.19M -$196K -4,850 -14%
FTDI
406
First Trust Direct Indexing
Massachusetts
$1.18M -$54K -1,333 -4%
LCM
407
Leisure Capital Management
California
$1.16M +$23.4K +578 +2%
KAS
408
Kestra Advisory Services
Texas
$1.16M +$81K +2,001 +8%
Walleye Trading
409
Walleye Trading
New York
$1.16M -$2.02M -49,987 -64%
DM
410
Delphi Management
Massachusetts
$1.15M +$78.3K +1,933 +7%
NMIMC
411
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M -$3.93K -97 -0.3%
VIM
412
Vinva Investment Management
Australia
$1.13M +$46.6K +1,114 +4%
BCMO
413
Buckingham Capital Management (Ohio)
Ohio
$1.13M +$19.7K +487 +2%
CNC
414
Citizens & Northern Corp
Pennsylvania
$1.12M -$56.9K -1,406 -5%
PFO
415
Pathstone Family Office
New Jersey
$1.12M +$810K +20,001 +261%
DADC
416
D.A. Davidson & Co
Montana
$1.12M +$9.11K +225 +0.8%
CAI
417
Capital Advisors Inc
Oklahoma
$1.12M -$64.8K -1,600 -5%
9WM
418
9258 Wealth Management
Ohio
$1.1M +$117K +2,900 +12%
SWS
419
SYSTM Wealth Solutions
Illinois
$1.09M -$164K -4,057 -13%
BC
420
Bowman & Company
Wisconsin
$1.06M +$89.6K +2,211 +9%
CG
421
Caprock Group
Idaho
$1.04M +$218K +5,384 +26%
BPA
422
Beacon Pointe Advisors
California
$1.03M +$347K +8,572 +51%
POIA
423
Pin Oak Investment Advisors
Texas
$1.03M – – –
SC
424
Savant Capital
Illinois
$1.02M +$33.7K +832 +3%
AC
425
AXQ Capital
New Jersey
$1.01M +$1.01M +25,000 New
15 16
17
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