HAL icon

Halliburton
HAL

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 %
V
476
Veritable
Delaware
$621K +$103K +3,252 +20%
WCM
477
Washburn Capital Management
Florida
$618K -$106K -3,349 -15%
AHB
478
Abner Herrman & Brock
New Jersey
$617K – – –
BCMO
479
Buckingham Capital Management (Ohio)
Ohio
$616K +$121K +3,823 +24%
OHWP
480
Oak Harbor Wealth Partners
North Carolina
$611K +$141K +4,442 +30%
HIIFS
481
Harel Insurance Investments & Financial Services
Israel
$610K +$579K +18,645 +1,887%
CG
482
Cutler Group
California
$609K -$677K -21,395 -53%
AIMCA
483
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$607K +$607K +19,200 New
MAS
484
Meeder Advisory Services
Ohio
$605K -$10.3K -325 -2%
UCFA
485
United Capital Financial Advisors
Texas
$600K -$649K -20,509 -52%
SS
486
Simplicity Solutions
Minnesota
$595K +$369K +11,673 +164%
BFG
487
Bleakley Financial Group
New Jersey
$594K +$78.8K +2,490 +15%
JWCA
488
J.W. Cole Advisors
Florida
$594K +$135K +4,278 +29%
MNBTD
489
Moody National Bank Trust Division
Texas
$594K -$1.14K -36 -0.2%
MIM
490
Montgomery Investment Management
Maryland
$589K – – –
FCP
491
Fidelis Capital Partners
Florida
$586K +$202K +6,764 +53%
HIC
492
Holderness Investments Company
North Carolina
$584K -$1.58K -50 -0.3%
MWM
493
Massachusetts Wealth Management
Massachusetts
$581K -$3.16K -100 -0.5%
GC
494
GFG Capital
Florida
$577K – – –
P
495
Pitcairn
Pennsylvania
$577K +$2.97K +94 +0.5%
CC
496
Centiva Capital
New York
$574K +$510K +16,107 +787%
RGF
497
Retirement Guys Formula
Ohio
$570K +$324K +10,241 +132%
AIM
498
Aquila Investment Management
New York
$570K – – –
DFG
499
Delta Financial Group
New Jersey
$562K -$14.2K -449 -2%
KeyBank National Association
500
KeyBank National Association
Ohio
$560K -$619K -19,559 -53%
18 19
20
21 22