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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 %
DAM
426
Doheny Asset Management
California
$1M – – –
SG Americas Securities
427
SG Americas Securities
New York
$988K -$2.2M -54,409 -69%
KPWS
428
Kestra Private Wealth Services
Texas
$987K +$50.1K +1,236 +5%
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$985K -$20.3K -501 -2%
TFA
430
Toth Financial Advisory
Virginia
$981K +$947K +23,373 +2,718%
FI
431
Financial Insights
Washington
$973K +$152K +3,854 +18%
BRWA
432
B. Riley Wealth Advisors
Florida
$971K +$48.9K +1,208 +5%
DFCM
433
Dark Forest Capital Management
Puerto Rico
$953K +$471K +11,621 +98%
USAA
434
United Services Automobile Association
Texas
$953K +$308K +7,599 +48%
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$942K +$77.4K +1,910 +9%
ClearBridge Investments
436
ClearBridge Investments
New York
$940K – – –
NL
437
NVWM LLC
Pennsylvania
$922K +$10.5K +259 +1%
FIM
438
Freedom Investment Management
Connecticut
$917K +$448K +11,052 +95%
CA
439
Cetera Advisors
Colorado
$914K -$367K -9,069 -29%
V
440
VeraBank
Texas
$912K +$20.3K +500 +2%
TC
441
TownSquare Capital
Utah
$904K -$23.8K -588 -3%
MNBTD
442
Moody National Bank Trust Division
Texas
$894K +$123K +3,036 +16%
Brown Advisory
443
Brown Advisory
Maryland
$889K -$4.5K -111 -0.5%
JAG
444
Journey Advisory Group
Kentucky
$885K – – –
Vontobel Holding
445
Vontobel Holding
Switzerland
$882K -$1.95M -48,040 -69%
HAI
446
Hennessy Advisors Inc
California
$877K -$223K -5,500 -20%
TAM
447
Titleist Asset Management
Texas
$871K -$45.2K -1,117 -5%
KeyBank National Association
448
KeyBank National Association
Ohio
$862K +$129K +3,197 +18%
HNB
449
Huntington National Bank
Ohio
$857K -$7.86K -194 -0.9%
OAM
450
Ostrum Asset Management
France
$855K -$154K -3,796 -15%
16 17
18
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