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Halliburton
HAL

Overview Fund Activity

907 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, 325 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-20
Holders Change %
-2.16%
% of All Funds
14.3%
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
325
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 %
GC
501
GFG Capital
Florida
$585K +$101K +3,070 +21%
FHA
502
First Horizon Advisors
Tennessee
$584K +$99.7K +3,022 +21%
HPC
503
HM Payson & Co
Maine
$579K +$254K +7,700 +78%
WPC
504
Wedmont Private Capital
Pennsylvania
$575K +$114K +3,080 +25%
GLR
505
Great Lakes Retirement
Ohio
$572K +$17.1K +518 +3%
NB
506
Nicolet Bankshares
Wisconsin
$564K +$222K +10,587 +65%
CSPIA
507
Cary Street Partners Investment Advisory
Virginia
$560K +$10.1K +305 +2%
Fayez Sarofim & Co
508
Fayez Sarofim & Co
Texas
$559K – – –
BPA
509
Beacon Pointe Advisors
California
$555K +$39.2K +1,188 +8%
SPC
510
Sigma Planning Corp
Michigan
$553K -$701K -21,256 -56%
Bessemer Group
511
Bessemer Group
New Jersey
$542K +$252K +7,631 +87%
SP
512
Symmetry Partners
Connecticut
$540K -$143K -4,320 -21%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$531K -$148K -4,496 -22%
NFG
514
Nations Financial Group
Iowa
$525K -$6.53K -198 -1%
USAA
515
United Services Automobile Association
Texas
$525K -$137K -4,162 -21%
WFAG
516
Worth Financial Advisory Group
North Carolina
$525K -$135K -4,079 -20%
CCG
517
Chatham Capital Group
Georgia
$525K +$138K +4,175 +36%
CG
518
Clarus Group
Texas
$523K +$74.1K +2,246 +17%
LWP
519
Lumature Wealth Partners
Georgia
$516K +$93.4K +2,832 +22%
KF
520
Krilogy Financial
Missouri
$511K -$8.25K -250 -2%
MYIA
521
Mount Yale Investment Advisors
Colorado
$504K +$65.7K +1,991 +15%
WCM
522
Washburn Capital Management
Florida
$504K -$140K -4,249 -22%
NSEDCP
523
NJ State Employees Deferred Compensation Plan
New Jersey
$504K – – –
SWP
524
Stratos Wealth Partners
Ohio
$498K -$1.82K -55 -0.4%
ECM
525
EagleClaw Capital Management
Massachusetts
$491K +$3.3K +100 +0.7%
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