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Halliburton
HAL

Overview Fund Activity

906 hedge funds and large institutions have $24.7B invested in Halliburton in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 324 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
-20
Holders Change %
-2.16%
% of All Funds
14.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
84
Increased
350
Reduced
324
Closed
98
Calls
$362M
Puts
$513M
Net Calls
-$151M
Net Calls Change
-$118M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.77B
2
Morgan Stanley
2
Morgan Stanley
New York
$623M
3
Boston Partners
3
Boston Partners
Massachusetts
$854M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$103M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$30.9M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$17.6M
2
OIAM
2
OFI Invest Asset Management
France
$25.6M
3
BlackRock
3
BlackRock
New York
$2.44B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$595M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$82.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCP
476
Fidelis Capital Partners
Florida
$645K -$1.75K -53 -0.3%
CA
477
Carson Advisory
Georgia
$642K -$75.8K -2,299 -11%
UCFA
478
United Capital Financial Advisors
Texas
$641K +$16K +486 +3%
SFS
479
Sowell Financial Services
Arkansas
$639K +$177K +5,380 +38%
AIMCA
480
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$633K – – –
HT
481
Headlands Technologies
Illinois
$630K +$286K +8,664 +83%
LFA
482
Legend Financial Advisors
Pennsylvania
$629K +$116K +3,506 +23%
RFC
483
Regions Financial Corp
Alabama
$628K -$88K -2,668 -12%
MNBTD
484
Moody National Bank Trust Division
Texas
$628K +$8.38K +254 +1%
KWM
485
Kingsview Wealth Management
Oregon
$625K +$59.3K +1,796 +10%
APM
486
Advanced Portfolio Management
New York
$624K +$624K +18,913 New
ANTB
487
AMG National Trust Bank
Colorado
$620K -$2.76M -83,611 -82%
MIM
488
Montgomery Investment Management
Maryland
$614K – – –
HIC
489
Holderness Investments Company
North Carolina
$613K +$4.59K +139 +0.8%
MWM
490
Massachusetts Wealth Management
Massachusetts
$611K +$4.95K +150 +0.8%
MAS
491
Meeder Advisory Services
Ohio
$611K -$20K -607 -3%
JWCA
492
J.W. Cole Advisors
Florida
$608K -$11.4K -345 -2%
BP
493
Ballentine Partners
Massachusetts
$604K -$141K -4,261 -19%
BFG
494
Bleakley Financial Group
New Jersey
$597K -$22.5K -682 -4%
SS
495
Simplicity Solutions
Minnesota
$597K -$23.1K -699 -4%
KeyBank National Association
496
KeyBank National Association
Ohio
$597K +$13K +393 +2%
AIM
497
Aquila Investment Management
New York
$594K – – –
P
498
Pitcairn
Pennsylvania
$593K -$8.45K -256 -1%
AWE
499
Avidian Wealth Enterprises
Texas
$592K -$71.9K -2,180 -11%
GSEP
500
Golden State Equity Partners
California
$589K +$589K +17,844 New
18 19
20
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