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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 %
CWM
551
Cornerstone Wealth Management
Missouri
$408K +$759 +23 +0.2%
BAM
552
Belpointe Asset Management
Nevada
$405K -$541K -16,396 -57%
SSWM
553
Sheets Smith Wealth Management
North Carolina
$402K +$363 +11 +0.1%
SC
554
Searle & Co
Connecticut
$401K – – –
HI
555
Horizon Investments
North Carolina
$400K +$32.8K +995 +9%
DTL
556
Dynamic Technology Lab
Singapore
$397K -$1.23M -37,329 -76%
EG
557
Ellerson Group
Maryland
$397K – – –
DFCM
558
Dark Forest Capital Management
Puerto Rico
$393K +$256K +7,748 +187%
II
559
Inspire Investing
Idaho
$390K -$548K -16,623 -58%
TC
560
Trust Company
Kansas
$390K -$12.3K -374 -3%
APW
561
Aurora Private Wealth
New Jersey
$388K +$891 +27 +0.2%
FMAEN1
562
Fund Management at Engine No 1
California
$387K +$25.8K +781 +7%
BWM
563
Baron Wealth Management
Michigan
$387K +$55.5K +1,683 +17%
SLI
564
Sumitomo Life Insurance
Japan
$387K -$32.3K -979 -8%
CCM
565
Coldstream Capital Management
Washington
$386K -$693 -21 -0.2%
FB
566
Fulton Bank
Pennsylvania
$386K +$84.1K +2,548 +28%
LSAG
567
Lake Street Advisors Group
New Hampshire
$386K +$14.1K +426 +4%
FIM
568
Freedom Investment Management
Connecticut
$383K +$49.9K +1,514 +15%
GHA
569
GW Henssler & Associates
Georgia
$380K -$18.8K -569 -5%
HAS
570
HBW Advisory Services
California
$376K +$92.1K +2,791 +32%
HCMT
571
Highland Capital Management (Tennessee)
Tennessee
$374K +$374K +11,340 New
SAM
572
Sompo Asset Management
Japan
$374K +$11.5K +350 +3%
MCA
573
MSH Capital Advisors
Arizona
$372K -$39.6K -1,199 -10%
AA
574
AlphaQ Advisors
Florida
$370K +$15.2K +460 +4%
ACM
575
Allred Capital Management
Texas
$367K +$37.3K +1,131 +11%
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