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Halliburton
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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 %
SWP
526
Stratos Wealth Partners
Ohio
$480K -$241K -7,623 -33%
PAS
527
Park Avenue Securities
New York
$477K +$83.1K +2,628 +21%
DCM
528
Deuterium Capital Management
Florida
$468K +$278K +8,793 +147%
ECM
529
EagleClaw Capital Management
Massachusetts
$468K – – –
OMC
530
Overbrook Management Corp
New York
$465K -$39.6K -1,250 -8%
FHA
531
First Horizon Advisors
Tennessee
$464K +$8.99K +284 +2%
QCM
532
Qsemble Capital Management
New York
$459K +$459K +14,500 New
AFM
533
Andesa Financial Management
Pennsylvania
$454K +$195K +6,606 +75%
GCP
534
GSA Capital Partners
United Kingdom
$449K +$449K +14,204 New
DS
535
DRW Securities
Illinois
$448K +$448K +14,165 New
WPW
536
Warther Private Wealth
Ohio
$447K -$668K -21,107 -60%
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
$445K +$445K +14,061 New
SFS
538
Sowell Financial Services
Arkansas
$443K +$443K +14,003 New
IAMOG
539
Investors Asset Management of Georgia
Georgia
$442K – – –
Two Sigma Investments
540
Two Sigma Investments
New York
$439K -$871K -27,527 -66%
SAI
541
Systematic Alpha Investments
New Jersey
$437K – – –
WAM
542
Weatherly Asset Management
California
$431K -$102K -3,230 -19%
CG
543
Clarus Group
Texas
$431K +$1.49K +47 +0.3%
DG
544
Discerene Group
Connecticut
$431K – – –
OTL
545
Oak Thistle LLC
New York
$429K +$429K +13,553 New
FFG
546
Fortem Financial Group
California
$429K -$50.6K -1,600 -11%
SAM
547
Shell Asset Management
Netherlands
$426K -$365K -11,535 -46%
CCIA
548
Campbell & Co Investment Adviser
Maryland
$426K +$426K +13,449 New
FFM
549
Forum Financial Management
Illinois
$425K -$15.9K -501 -4%
MM
550
MQS Management
New York
$423K +$423K +13,356 New
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