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Halliburton
HAL

Overview Fund Activity

807 hedge funds and large institutions have $18.3B invested in Halliburton in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 227 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
-31
Holders Change %
-3.7%
% of All Funds
13.95%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
77
Increased
357
Reduced
227
Closed
101
Calls
$393M
Puts
$405M
Net Calls
-$12M
Net Calls Change
+$146M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
2
Amundi
Amundi
France
$188M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$215M
4
EVM
Eaton Vance Management
Massachusetts
$88.9M
5
EAM
Eagle Asset Management
Florida
$50.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$848M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
BlackRock
BlackRock
New York
$1.97B
4
VanEck Associates
VanEck Associates
New York
$232M
5
DZ Bank
DZ Bank
Germany
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
476
Kingsview Wealth Management
Oregon
$426K -$264K -10,728 -38%
LWP
477
Lumature Wealth Partners
Georgia
$424K +$109K +4,438 +35%
FFG
478
Fortem Financial Group
California
$420K +$4.93K +200 +1%
MIM
479
Merrion Investment Management
New Jersey
$418K +$418K +17,000 New
Fayez Sarofim & Co
480
Fayez Sarofim & Co
Texas
$417K – – –
BAAM
481
Baker Avenue Asset Management
California
$416K +$29.5K +1,197 +8%
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$409K +$8.04K +327 +2%
BPA
483
Beacon Pointe Advisors
California
$407K +$12.7K +514 +3%
MCA
484
Magnolia Capital Advisors
Mississippi
$398K +$41.4K +1,683 +12%
OMC
485
Overbrook Management Corp
New York
$392K – – –
V
486
Veritable
Delaware
$388K -$83.9K -3,407 -18%
FTUS
487
Flow Traders U.S.
New York
$380K +$380K +15,424 New
NSEDCP
488
NJ State Employees Deferred Compensation Plan
New Jersey
$376K – – –
DC
489
Davenport & Co
Virginia
$375K +$94.8K +3,847 +34%
Lazard Asset Management
490
Lazard Asset Management
New York
$371K +$8.39K +342 +2%
DAS
491
Dynamic Advisor Solutions
Arizona
$369K +$25.6K +1,041 +7%
CCB
492
Cutter & Co Brokerage
Missouri
$368K +$11.2K +454 +3%
AFM
493
Andesa Financial Management
Pennsylvania
$367K +$158K +6,434 +76%
ECM
494
EagleClaw Capital Management
Massachusetts
$364K +$38.2K +1,550 +12%
GC
495
GFG Capital
Florida
$361K – – –
AIA
496
Avalon Investment & Advisory
Texas
$359K +$359K +14,564 New
LWAC
497
Laurel Wealth Advisors (California)
California
$357K +$5.64K +229 +2%
SWP
498
Stratos Wealth Partners
Ohio
$351K +$18K +733 +5%
OHWP
499
Oak Harbor Wealth Partners
North Carolina
$351K +$54.6K +2,217 +18%
FHA
500
First Horizon Advisors
Tennessee
$350K +$318K +12,940 +1,004%
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