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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 %
TAM
476
Titleist Asset Management
Texas
$751K -$26.5K -732 -3%
OF
477
Outfitter Financial
Maine
$743K -$5.42K -150 -0.7%
SFA
478
Sequoia Financial Advisors
Ohio
$741K +$336K +9,300 +83%
CPA
479
Court Place Advisors
Maryland
$739K – – –
AWE
480
Avidian Wealth Enterprises
Texas
$738K +$88.6K +2,452 +14%
CT
481
Colonial Trust
South Carolina
$732K +$320K +8,861 +78%
FCP
482
Fidelis Capital Partners
Florida
$732K +$13K +359 +2%
MWM
483
MGB Wealth Management
Texas
$728K +$728K +20,142 New
LOIP
484
Live Oak Investment Partners
Texas
$724K -$43.8K – –
EAM
485
Erste Asset Management
Austria
$724K – – –
AAB
486
ABN AMRO Bank
Netherlands
$714K +$8.75K +242 +1%
LFA
487
Lauterbach Financial Advisors
Texas
$710K – – –
MWM
488
Meridian Wealth Management
Kentucky
$707K -$640K -17,706 -48%
MAS
489
Meeder Advisory Services
Ohio
$705K +$85.2K +2,358 +14%
MIM
490
Montgomery Investment Management
Maryland
$701K -$18.1K -500 -3%
FI
491
FJ Investments
Utah
$696K +$696K +19,261 New
AIMCA
492
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$694K – – –
HIC
493
Holderness Investments Company
North Carolina
$692K +$19.9K +550 +3%
FHB
494
First Hawaiian Bank
Hawaii
$692K -$54.4K -1,504 -7%
BRWA
495
B. Riley Wealth Advisors
Florida
$691K -$175K -4,849 -20%
KeyBank National Association
496
KeyBank National Association
Ohio
$687K -$82.6K -2,286 -11%
GLR
497
Great Lakes Retirement
Ohio
$682K +$36.5K +1,010 +6%
OHWP
498
Oak Harbor Wealth Partners
North Carolina
$679K -$61.7K -1,707 -8%
CA
499
Carson Advisory
Georgia
$677K +$5.1K +141 +0.8%
WS
500
Wedbush Securities
California
$674K -$46.9K -1,298 -7%
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