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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 %
OHWP
501
Oak Harbor Wealth Partners
North Carolina
$585K +$24.4K +619 +4%
ECM
502
EagleClaw Capital Management
Massachusetts
$581K – – –
AIA
503
Avalon Investment & Advisory
Texas
$578K +$5.19K +132 +0.9%
GC
504
GFG Capital
Florida
$577K – – –
JWCA
505
J.W. Cole Advisors
Florida
$571K +$60.2K +1,531 +12%
DAS
506
Dynamic Advisor Solutions
Arizona
$568K -$21.1K -536 -4%
FHA
507
First Horizon Advisors
Tennessee
$566K +$6.02K +153 +1%
SAM
508
Sompo Asset Management
Japan
$553K +$197K +5,000 +55%
IAMOG
509
Investors Asset Management of Georgia
Georgia
$550K – – –
FFM
510
Forum Financial Management
Illinois
$548K -$152K -3,864 -22%
PCM
511
Prelude Capital Management
New York
$547K -$208K -5,279 -28%
GT
512
Greenleaf Trust
Michigan
$546K +$79.8K +2,027 +17%
SAI
513
Systematic Alpha Investments
New Jersey
$544K – – –
KI
514
Keystone Investors
Singapore
$543K +$543K +13,800 New
DG
515
Discerene Group
Connecticut
$535K – – –
CG
516
Clarus Group
Texas
$534K +$13K +330 +2%
CM
517
Capula Management
Cayman Islands
$531K +$531K +13,486 New
LWP
518
Lumature Wealth Partners
Georgia
$530K -$148K -3,766 -22%
AAS
519
Ameritas Advisory Services
Nebraska
$526K +$161K +4,101 +44%
AWM
520
Apollon Wealth Management
South Carolina
$523K +$61.8K +1,570 +13%
SIA
521
Schechter Investment Advisors
Michigan
$522K +$181K +4,592 +53%
EWA
522
EverSource Wealth Advisors
Alabama
$522K +$8.19K +208 +2%
CCB
523
Cutter & Co Brokerage
Missouri
$521K -$66.3K -1,685 -11%
FCP
524
Fidelis Capital Partners
Florida
$519K +$519K +12,835 New
ACA
525
Aptus Capital Advisors
Alabama
$519K +$519K +13,177 New
19 20
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