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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 %
VI
451
Vestcor Inc
New Brunswick, Canada
$693K -$2.85K -90 -0.4%
CA
452
Carson Advisory
Georgia
$688K +$688K +21,748 New
BCV
453
Banque Cantonale Vaudoise
Switzerland
$687K -$1.58M -50,000 -70%
RFC
454
Regions Financial Corp
Alabama
$687K +$38.3K +1,210 +6%
WP
455
Waycross Partners
Kentucky
$687K +$85.4K +2,700 +14%
PP
456
Paloma Partners
Connecticut
$681K +$470K +14,860 +223%
TC
457
TownSquare Capital
Utah
$667K +$72K +2,276 +12%
OF
458
Outfitter Financial
Maine
$664K -$418K -13,200 -39%
RSWM
459
Robertson Stephens Wealth Management
California
$661K +$661K +20,887 New
SBIA
460
Sheaff Brock Investment Advisors
Indiana
$660K +$450K +14,207 +214%
SP
461
Symmetry Partners
Connecticut
$655K +$137K +4,320 +26%
SIA
462
Schechter Investment Advisors
Michigan
$655K +$235K +7,434 +56%
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$652K +$443 +14 +0.1%
KPWS
464
Kestra Private Wealth Services
Texas
$650K +$390K +12,317 +150%
ESCM
465
Echo Street Capital Management
New York
$648K +$648K +20,480 New
V
466
VeraBank
Texas
$646K -$4.75K -150 -0.7%
AM
467
AGF Management
Ontario, Canada
$646K -$42.9K -1,355 -6%
AIM
468
Arcadia Investment Management
Michigan
$640K +$377K +11,930 +144%
AWE
469
Avidian Wealth Enterprises
Texas
$637K -$90.8K -2,871 -12%
HIP
470
Harrell Investment Partners
Texas
$637K +$25.9K +813 +4%
USAA
471
United Services Automobile Association
Texas
$635K -$406K -12,818 -39%
WFAG
472
Worth Financial Advisory Group
North Carolina
$633K +$388K +12,274 +159%
DGAM
473
Desjardins Global Asset Management
Quebec, Canada
$630K +$338K +10,682 +116%
LFA
474
Lauterbach Financial Advisors
Texas
$621K – – –
KI
475
Keystone Investors
Singapore
$621K +$185K +5,837 +42%
17 18
19
20 21