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Halliburton
HAL

Overview Fund Activity

838 hedge funds and large institutions have $23B invested in Halliburton in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 335 increasing their positions, 258 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
-22
Holders Change %
-2.56%
% of All Funds
14.17%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
111
Increased
335
Reduced
258
Closed
118
Calls
$420M
Puts
$578M
Net Calls
-$158M
Net Calls Change
-$21.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.67B
2
BlackRock
2
BlackRock
New York
$2.6B
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$171M
4
Morgan Stanley
4
Morgan Stanley
New York
$325M
5
American Century Companies
5
American Century Companies
Missouri
$124M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$523M
2
DZ Bank
2
DZ Bank
Germany
$279M
3
Harris Associates
3
Harris Associates
Illinois
$2.37M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$365M
5
VanEck Associates
5
VanEck Associates
New York
$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
501
Lumature Wealth Partners
Georgia
$401K +$392K +12,524 +4,588%
MCA
502
MSH Capital Advisors
Arizona
$397K -$18.2K -579 -4%
ESCM
503
Echo Street Capital Management
New York
$396K +$396K +12,616 New
LHC
504
Little House Capital
Massachusetts
$386K +$386K +12,320 New
BAM
505
Blueshift Asset Management
New Jersey
$385K +$385K +12,286 New
Swedbank
506
Swedbank
Sweden
$383K -$172K -5,487 -31%
APA
507
American Portfolios Advisors
New York
$379K +$21.2K +676 +6%
SSWM
508
Sheets Smith Wealth Management
North Carolina
$378K -$343K -10,959 -48%
CNBTD
509
Citizens National Bank Trust Department
Mississippi
$378K +$251K +8,000 +198%
CA
510
CastleArk Alternatives
Illinois
$378K +$378K +12,050 New
OHWP
511
Oak Harbor Wealth Partners
North Carolina
$377K -$22.2K -709 -6%
PCA
512
Personal Capital Advisors
California
$374K -$70.1K -2,234 -16%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$369K +$27.9K +890 +8%
CI
514
Cigna Investments
Connecticut
$366K -$128K -4,074 -26%
WPC
515
Wedmont Private Capital
Pennsylvania
$365K -$7.21K -230 -2%
LSAG
516
Lake Street Advisors Group
New Hampshire
$362K -$11.4K -363 -3%
APP
517
Alpha Paradigm Partners
Illinois
$362K +$362K +11,542 New
AIP
518
Ameritas Investment Partners
Nebraska
$361K – – –
IA
519
Insight Advisors
Pennsylvania
$359K -$218K -7,355 -38%
VDBMI
520
Van Den Berg Management I
Texas
$359K +$878 +28 +0.2%
B
521
Barings
North Carolina
$358K +$40.3K +1,284 +13%
DC
522
Davenport & Co
Virginia
$357K +$30K +955 +9%
WP
523
WealthShield Partners
North Carolina
$356K +$6.08K +194 +2%
RG
524
Rathbones Group
United Kingdom
$355K – – –
IAMOG
525
Investors Asset Management of Georgia
Georgia
$354K -$83.5K -2,666 -19%
19 20
21
22 23