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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 %
IAA
501
Independent Advisor Alliance
North Carolina
$673K -$455K -12,596 -40%
SPA
502
Sherbrooke Park Advisers
New York
$660K +$660K +18,259 New
VI
503
Vestcor Inc
New Brunswick, Canada
$660K -$6.65K -184 -1%
LFA
504
Legend Financial Advisors
Pennsylvania
$654K -$7.19K -199 -1%
CWA
505
Consilium Wealth Advisory
Texas
$654K -$14.3K -396 -2%
MWM
506
Massachusetts Wealth Management
Massachusetts
$652K – – –
AIM
507
Aquila Investment Management
New York
$651K – – –
MWA
508
Midland Wealth Advisors
Illinois
$649K +$649K +17,961 New
Envestnet Portfolio Solutions
509
Envestnet Portfolio Solutions
Illinois
$648K +$47.1K +1,304 +8%
AWM
510
Apollon Wealth Management
South Carolina
$646K +$144K +3,986 +29%
SFS
511
Sowell Financial Services
Arkansas
$644K -$37.4K -1,035 -5%
PFS
512
Prospera Financial Services
Texas
$643K -$12.8K -353 -2%
GC
513
GFG Capital
Florida
$641K – – –
P
514
Pitcairn
Pennsylvania
$640K -$8.78K -243 -1%
BP
515
Ballentine Partners
Massachusetts
$632K +$45.9K +1,270 +8%
SP
516
Stonebrook Private
Michigan
$632K +$632K +17,472 New
JCM
517
Jacobi Capital Management
Pennsylvania
$629K -$95.5K -2,643 -13%
Baird Financial Group
518
Baird Financial Group
Wisconsin
$627K -$597K -16,513 -49%
KWM
519
Kingsview Wealth Management
Oregon
$625K -$84.4K -2,336 -12%
JF
520
Jump Financial
Illinois
$624K -$3.44M -95,157 -85%
HPC
521
HM Payson & Co
Maine
$622K +$3.62K +100 +0.6%
NB
522
Nicolet Bankshares
Wisconsin
$622K +$20.8K +575 +3%
GSEP
523
Golden State Equity Partners
California
$621K -$651 -18 -0.1%
BHCM
524
Brevan Howard Capital Management
Jersey
$617K +$105K +2,900 +20%
WFAG
525
Worth Financial Advisory Group
North Carolina
$617K -$3.4K -94 -0.5%
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