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Halliburton
HAL

Overview Fund Activity

938 hedge funds and large institutions have $29.3B invested in Halliburton in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 337 increasing their positions, 266 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+131
Holders Change %
+16.23%
% of All Funds
15.13%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
208
Increased
337
Reduced
266
Closed
64
Calls
$585M
Puts
$500M
Net Calls
+$85.1M
Net Calls Change
+$97.1M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$627M
2
Morgan Stanley
Morgan Stanley
New York
$678M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$450M
4
AP
Antipodes Partners
Australia
$99M
5
Boston Partners
Boston Partners
Massachusetts
$488M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$311M
2
Capital Research Global Investors
Capital Research Global Investors
California
$649M
3
CS
Credit Suisse
Switzerland
$71.5M
4
Amundi
Amundi
France
$181M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
476
Pitcairn
Pennsylvania
$714K +$2.64K +67 +0.4%
KWM
477
Kingsview Wealth Management
Oregon
$710K +$29.5K +750 +4%
AIM
478
Aquila Investment Management
New York
$708K -$236K -6,000 -25%
BC
479
Bowman & Company
Wisconsin
$705K +$17.2K +436 +2%
MCA
480
Magnolia Capital Advisors
Mississippi
$705K +$68.1K +1,731 +11%
CTA
481
Colonial Trust Advisors
South Carolina
$698K +$698K +17,750 New
BAAM
482
Baker Avenue Asset Management
California
$669K +$4.76K +121 +0.7%
Fayez Sarofim & Co
483
Fayez Sarofim & Co
Texas
$667K – – –
CII
484
Capital International Inc
California
$666K +$666K +16,913 New
WAM
485
Weatherly Asset Management
California
$664K -$90K -2,288 -12%
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$656K +$1.34K +34 +0.2%
V
487
Veritable
Delaware
$644K +$23.8K +606 +4%
SP
488
Symmetry Partners
Connecticut
$644K -$120K -3,062 -16%
BFG
489
Bleakley Financial Group
New Jersey
$641K +$641K +16,294 New
DC
490
Davenport & Co
Virginia
$635K +$36.3K +922 +6%
IA
491
IFP Advisors
Florida
$634K -$20.7K -422 -3%
OMC
492
Overbrook Management Corp
New York
$627K – – –
GLR
493
Great Lakes Retirement
Ohio
$619K +$619K +15,724 New
BCMO
494
Buckingham Capital Management (Ohio)
Ohio
$615K +$615K +15,639 New
NSEDCP
495
NJ State Employees Deferred Compensation Plan
New Jersey
$601K – – –
CCWA
496
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$599K +$599K +15,210 New
FFG
497
Fortem Financial Group
California
$596K -$74.8K -1,900 -11%
LWAC
498
Laurel Wealth Advisors (California)
California
$595K +$60.5K +1,641 +11%
LOAMS
499
Lombard Odier Asset Management (Switzerland)
Switzerland
$589K +$589K +14,966 New
HI
500
Horizon Investments
North Carolina
$585K +$234K +5,960 +67%
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