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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 %
WFC
501
Western Financial Corp
California
$560K +$560K +17,689 New
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$559K -$89.8K -2,840 -14%
MCA
503
Magnolia Capital Advisors
Mississippi
$552K -$15.1K -478 -3%
ONB
504
Old National Bancorp
Indiana
$551K +$331K +10,463 +150%
LCGC
505
Legacy Capital Group California
California
$549K +$549K +17,359 New
KWM
506
Kingsview Wealth Management
Oregon
$542K -$28.2K -890 -5%
OQS
507
Occudo Quantitative Strategies
Florida
$536K +$536K +16,951 New
CWA
508
CM Wealth Advisors
Ohio
$536K +$536K +16,890 New
Fayez Sarofim & Co
509
Fayez Sarofim & Co
Texas
$536K – – –
CII
510
Capital International Inc
California
$535K – – –
GLR
511
Great Lakes Retirement
Ohio
$532K +$34.2K +1,082 +7%
CSPIA
512
Cary Street Partners Investment Advisory
Virginia
$528K +$221 +7 +0%
NFG
513
Nations Financial Group
Iowa
$510K +$510K +16,119 New
TRCT
514
Tower Research Capital (TRC)
New York
$503K -$188K -5,952 -27%
AIA
515
Avalon Investment & Advisory
Texas
$503K +$37.9K +1,197 +8%
DT
516
Diversified Trust
Tennessee
$498K +$209K +6,620 +72%
KF
517
Krilogy Financial
Missouri
$498K -$215K -6,800 -30%
BMCM
518
Burns Matteson Capital Management
New York
$498K +$498K +15,724 New
CCWA
519
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$496K +$14.4K +454 +3%
BPA
520
Beacon Pointe Advisors
California
$495K +$108K +3,423 +28%
LFA
521
Legend Financial Advisors
Pennsylvania
$492K +$492K +15,557 New
WS
522
Wedbush Securities
California
$490K -$105K -3,322 -18%
AAIS
523
ABN AMRO Investment Solutions
$489K +$489K +15,441 New
NSEDCP
524
NJ State Employees Deferred Compensation Plan
New Jersey
$483K – – –
PE
525
Point72 Europe
United Kingdom
$481K +$104K +3,300 +28%
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