HAL icon

Halliburton
HAL

Overview Fund Activity

995 hedge funds and large institutions have $27.9B invested in Halliburton in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 348 increasing their positions, 350 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+44
Holders Change %
+4.63%
% of All Funds
14.59%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.07%
New
149
Increased
348
Reduced
350
Closed
93
Calls
$351M
Puts
$640M
Net Calls
-$290M
Net Calls Change
-$165M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.01B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.51B
3
Barclays
Barclays
United Kingdom
$154M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$76.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$285M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$588M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$456M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.56M
4
State Street
State Street
Massachusetts
$1.99B
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
426
Recurrent Investment Advisors
Texas
$1.02M -$112K -3,096 -10%
BCV
427
Banque Cantonale Vaudoise
Switzerland
$1.01M +$445K +12,303 +78%
BCMO
428
Buckingham Capital Management (Ohio)
Ohio
$997K -$12.2K -338 -1%
BC
429
Bowman & Company
Wisconsin
$996K +$54.3K +1,503 +6%
CNC
430
Citizens & Northern Corp
Pennsylvania
$976K -$26.2K -726 -3%
SOAMC
431
Spirit of America Management Corp
New York
$976K +$868K +24,000 +800%
LFAS
432
Level Four Advisory Services
Texas
$971K -$97.5K -2,698 -9%
SCM
433
Stevens Capital Management
Pennsylvania
$966K +$720K +19,920 +293%
SWS
434
SYSTM Wealth Solutions
Illinois
$962K -$6.83K -189 -0.7%
DADC
435
D.A. Davidson & Co
Montana
$957K -$41.9K -1,159 -4%
YIH
436
Y-Intercept (HK)
Hong Kong
$953K +$953K +26,375 New
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$947K -$268K -7,413 -22%
USAA
438
United Services Automobile Association
Texas
$946K +$95.9K +2,653 +11%
BPA
439
Beacon Pointe Advisors
California
$945K +$26.5K +733 +3%
MML Investors Services
440
MML Investors Services
Massachusetts
$937K -$197K -5,456 -17%
Wolverine Trading
441
Wolverine Trading
Illinois
$922K -$1.44M -39,712 -61%
LCM
442
Leisure Capital Management
California
$916K -$122K -3,377 -12%
TFA
443
Toth Financial Advisory
Virginia
$912K +$36.2K +1,000 +4%
SI
444
Saxon Interests
Texas
$912K +$912K +25,228 New
Verition Fund Management
445
Verition Fund Management
Connecticut
$896K +$244K +6,742 +37%
KPWS
446
Kestra Private Wealth Services
Texas
$895K +$14.5K +401 +2%
POIA
447
Pin Oak Investment Advisors
Texas
$893K -$22.6K -625 -2%
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$884K +$4.19K +116 +0.5%
SC
449
Savant Capital
Illinois
$882K -$24.8K -687 -3%
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$882K +$41.2K +1,138 +5%
16 17
18
19 20