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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 %
SG Americas Securities
551
SG Americas Securities
New York
$421K -$262K -8,280 -38%
MYIA
552
Mount Yale Investment Advisors
Colorado
$421K +$421K +13,299 New
ASC
553
Atalanta Sosnoff Capital
New York
$419K +$157K +4,960 +60%
SPA
554
Sherbrooke Park Advisers
New York
$414K +$193K +6,100 +87%
QT
555
Quantamental Technologies
New York
$414K -$338K -10,698 -45%
WPC
556
Wedmont Private Capital
Pennsylvania
$414K +$37.1K +1,120 +10%
GT
557
Greenleaf Trust
Michigan
$412K -$26.8K -846 -6%
DAS
558
Dynamic Advisor Solutions
Arizona
$411K -$45.7K -1,444 -10%
CCB
559
Cutter & Co Brokerage
Missouri
$410K -$8.73K -276 -2%
Wolverine Trading
560
Wolverine Trading
Illinois
$409K -$1.22M -39,077 -75%
RIL
561
Rothschild Investment LLC
Illinois
$408K -$158 -5 -0%
GA
562
Geller Advisors
New York
$406K -$503K -15,911 -55%
IAIM
563
International Assets Investment Management
Florida
$406K +$207K +6,527 +103%
LWP
564
Lumature Wealth Partners
Georgia
$406K -$20.5K -648 -5%
SAM
565
Strategy Asset Managers
California
$404K +$2.47K +78 +0.6%
SLI
566
Sumitomo Life Insurance
Japan
$402K -$5.29K -167 -1%
EWA
567
EverSource Wealth Advisors
Alabama
$401K -$18.4K -583 -4%
MC
568
Machina Capital
France
$399K +$399K +12,600 New
AWM
569
Apollon Wealth Management
South Carolina
$396K -$24.2K -766 -6%
MCA
570
MSH Capital Advisors
Arizona
$395K – – –
CWM
571
Cornerstone Wealth Management
Missouri
$391K +$391K +12,351 New
TC
572
Trust Company
Kansas
$386K +$11.7K +369 +3%
SSWM
573
Sheets Smith Wealth Management
North Carolina
$385K +$1.01K +32 +0.3%
GHA
574
GW Henssler & Associates
Georgia
$382K +$17.6K +555 +5%
EG
575
Ellerson Group
Maryland
$381K -$31.3K -990 -8%
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