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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 %
Capstone Investment Advisors
451
Capstone Investment Advisors
New York
$879K +$879K +24,320 New
CAI
452
Capital Advisors Inc
Oklahoma
$876K -$119K -3,305 -12%
CCG
453
Chatham Capital Group
Georgia
$846K +$102K +2,815 +14%
ClearBridge Investments
454
ClearBridge Investments
New York
$839K – – –
FI
455
Financial Insights
Washington
$837K -$57.9K -1,603 -6%
CA
456
Cetera Advisors
Colorado
$835K +$19.6K +543 +2%
WI
457
WBI Investments
New Jersey
$834K -$5.23M -144,729 -86%
BSW
458
Buckingham Strategic Wealth
Missouri
$829K +$829K +22,940 New
DAM
459
Doheny Asset Management
California
$829K -$63.9K -1,767 -7%
AIM
460
Aigen Investment Management
New York
$826K +$384K +10,634 +87%
Brown Advisory
461
Brown Advisory
Maryland
$822K +$28.2K +780 +4%
FIM
462
Freedom Investment Management
Connecticut
$807K -$11.9K -328 -1%
DC
463
Davenport & Co
Virginia
$807K +$110K +3,030 +16%
NL
464
NVWM LLC
Pennsylvania
$804K -$18.6K -514 -2%
HT
465
Headlands Technologies
Illinois
$803K -$581K -16,072 -42%
V
466
VeraBank
Texas
$802K -$12.1K -335 -1%
CT
467
ClearAlpha Technologies
Connecticut
$800K +$800K +22,141 New
CWM
468
Connecticut Wealth Management
Connecticut
$792K +$792K +21,895 New
JAG
469
Journey Advisory Group
Kentucky
$785K -$5.42K -150 -0.7%
SC
470
Syon Capital
California
$772K +$390K +10,790 +102%
TC
471
TownSquare Capital
Utah
$768K -$39.4K -1,089 -5%
CCS
472
Concentric Capital Strategies
Connecticut
$764K +$764K +21,138 New
SP
473
Stablepoint Partners
Massachusetts
$761K +$761K +21,039 New
IMCOOI
474
Investment Management Corp of Ontario (IMCO)
Canada
$757K +$757K +20,929 New
SCA
475
Snowden Capital Advisors
New York
$754K +$17.5K +484 +2%
17 18
19
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