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Halliburton
HAL

Overview Fund Activity

906 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, 324 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
-20
Holders Change %
-2.16%
% of All Funds
14.29%
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
324
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 %
AWM
526
Apollon Wealth Management
South Carolina
$488K +$75K +2,274 +18%
OMC
527
Overbrook Management Corp
New York
$485K – – –
IAIM
528
International Assets Investment Management
Florida
$484K +$60.4K +1,832 +14%
QCM
529
Qsemble Capital Management
New York
$475K -$3.3K -100 -0.7%
ARC
530
Advisor Resource Council
Texas
$472K -$384K -11,632 -45%
OTL
531
Oak Thistle LLC
New York
$470K +$23.3K +706 +5%
IAMOG
532
Investors Asset Management of Georgia
Georgia
$461K – – –
Acadian Asset Management
533
Acadian Asset Management
Massachusetts
$457K -$863K -26,192 -65%
SAI
534
Systematic Alpha Investments
New Jersey
$456K – – –
APWM
535
Argonautica Private Wealth Management
Massachusetts
$455K +$455K +13,796 New
DG
536
Discerene Group
Connecticut
$449K – – –
SAM
537
Strategy Asset Managers
California
$448K +$27.1K +822 +6%
FFM
538
Forum Financial Management
Illinois
$448K +$4.26K +129 +1%
DA
539
Dover Advisors
Virginia
$446K +$198K +5,994 +79%
GT
540
Greenleaf Trust
Michigan
$438K +$8.58K +260 +2%
RDWM
541
Red Door Wealth Management
Tennessee
$437K +$437K +13,258 New
ASC
542
Atalanta Sosnoff Capital
New York
$437K – – –
RIL
543
Rothschild Investment LLC
Illinois
$437K +$11K +332 +3%
NBT
544
Northwest Bank & Trust
Iowa
$429K +$429K +13,019 New
WI
545
Wahed Invest
New York
$427K +$55.6K +1,684 +15%
CCB
546
Cutter & Co Brokerage
Missouri
$419K -$9.01K -273 -2%
S
547
SignatureFD
Georgia
$417K +$60.8K +1,842 +17%
GAAM
548
Guinness Atkinson Asset Management
California
$415K +$176K +5,343 +74%
DAS
549
Dynamic Advisor Solutions
Arizona
$413K -$16.1K -488 -4%
ASN
550
Advisory Services Network
Georgia
$411K +$148K +4,473 +56%
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