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Halliburton
HAL

Overview Fund Activity

838 hedge funds and large institutions have $23B invested in Halliburton in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 335 increasing their positions, 258 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
-22
Holders Change %
-2.56%
% of All Funds
14.17%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
111
Increased
335
Reduced
258
Closed
118
Calls
$420M
Puts
$578M
Net Calls
-$158M
Net Calls Change
-$21.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.67B
2
BlackRock
2
BlackRock
New York
$2.6B
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$171M
4
Morgan Stanley
4
Morgan Stanley
New York
$325M
5
American Century Companies
5
American Century Companies
Missouri
$124M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$523M
2
DZ Bank
2
DZ Bank
Germany
$279M
3
Harris Associates
3
Harris Associates
Illinois
$2.37M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$365M
5
VanEck Associates
5
VanEck Associates
New York
$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
551
DSC Advisors
Illinois
$312K -$19.3K -616 -6%
LFAS
552
Level Four Advisory Services
Texas
$307K +$128K +4,082 +71%
NB
553
Nicolet Bankshares
Wisconsin
$306K – – –
BRWA
554
B. Riley Wealth Advisors
Florida
$305K -$2.73K -87 -0.9%
BCM
555
Boltwood Capital Management
California
$302K – – –
WI
556
Wahed Invest
New York
$301K -$25.6K -818 -8%
AAS
557
Avantax Advisory Services
Texas
$300K +$70.6K +2,249 +31%
II
558
Inspire Investing
Idaho
$299K +$2.45K +78 +0.8%
SFI
559
Siemens Fonds Invest
Germany
$293K – – –
WWA
560
WCG Wealth Advisors
Nevada
$292K +$292K +9,318 New
SIM
561
Spark Investment Management
New York
$291K -$84.5K -2,700 -23%
AIM
562
Arcadia Investment Management
Michigan
$290K +$3.58K +114 +1%
BMC
563
Benin Management Corp
Connecticut
$288K -$220K -7,000 -43%
LIM
564
Lathrop Investment Management
Arkansas
$288K – – –
APW
565
Aurora Private Wealth
New Jersey
$286K +$596 +19 +0.2%
PWS
566
Peterson Wealth Services
Utah
$286K +$7.7K +245 +3%
FMAEN1
567
Fund Management at Engine No 1
California
$286K +$47.4K +1,509 +20%
SSW
568
Smith Shellnut Wilson
Mississippi
$285K -$81.2K -2,592 -22%
Verition Fund Management
569
Verition Fund Management
Connecticut
$283K +$283K +9,023 New
GAAM
570
Guinness Atkinson Asset Management
California
$277K +$46.6K +1,488 +20%
AWM
571
Apollon Wealth Management
South Carolina
$276K +$24.7K +787 +10%
FH
572
FWG Holdings
Florida
$275K +$31 +1 +0%
GIA
573
Guyasuta Investment Advisors
Pennsylvania
$274K – – –
HVIA
574
Hudson Valley Investment Advisors
New York
$274K – – –
CWS
575
Confluence Wealth Services
Pennsylvania
$273K +$16.5K +558 +6%
21 22
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