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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
+$429M
2
Boston Partners
Boston Partners
Massachusetts
+$387M
3
Bank of America
Bank of America
North Carolina
+$82.8M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$77.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$69.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$342M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$137M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$130M
4
DZ Bank
DZ Bank
Germany
-$129M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
426
Ostrum Asset Management
France
$787K +$787K +24,880 New
DAM
427
Doheny Asset Management
California
$785K -$23.7K -750 -3%
IC
428
IEQ Capital
California
$784K +$28.6K +905 +4%
PCM
429
Prelude Capital Management
New York
$775K +$336K +10,607 +76%
Lazard Asset Management
430
Lazard Asset Management
New York
$769K +$354K +11,186 +85%
TAM
431
Titleist Asset Management
Texas
$762K +$762K +24,075 New
GWMIA
432
Global Wealth Management Investment Advisory
Florida
$757K +$757K +23,918 New
Baird Financial Group
433
Baird Financial Group
Wisconsin
$756K +$108K +3,425 +17%
Brown Advisory
434
Brown Advisory
Maryland
$752K +$67.2K +2,124 +10%
BAAM
435
Baker Avenue Asset Management
California
$738K +$200K +6,312 +37%
BC
436
Bowman & Company
Wisconsin
$738K +$170K +5,385 +30%
ATPW
437
Ashton Thomas Private Wealth
Arizona
$736K +$80.1K +2,531 +12%
MWM
438
Meridian Wealth Management
Kentucky
$736K +$736K +23,250 New
ClearBridge Investments
439
ClearBridge Investments
New York
$734K – – –
9WM
440
9258 Wealth Management
Ohio
$726K -$12K -379 -2%
EA
441
Emerald Advisers
Pennsylvania
$719K +$97.8K +3,091 +16%
JCM
442
Jacobi Capital Management
Pennsylvania
$719K +$5.28K +167 +0.7%
TPCW
443
TD Private Client Wealth
New York
$718K +$461K +14,576 +180%
PFS
444
Prospera Financial Services
Texas
$717K +$309K +9,769 +76%
BP
445
Ballentine Partners
Massachusetts
$714K +$14.4K +454 +2%
CTA
446
Colonial Trust Advisors
South Carolina
$713K +$151K +4,771 +27%
DC
447
Davenport & Co
Virginia
$708K +$197K +6,234 +39%
CPA
448
Court Place Advisors
Maryland
$707K -$25.3K -800 -3%
JAG
449
Journey Advisory Group
Kentucky
$700K -$949 -30 -0.1%
FRM
450
Fox Run Management
Connecticut
$696K +$696K +21,985 New
16 17
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