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Halliburton
HAL

Overview Fund Activity

951 hedge funds and large institutions have $30.7B invested in Halliburton in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 311 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
+45
Holders Change %
+4.97%
% of All Funds
15.17%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.19%
New
127
Increased
311
Reduced
359
Closed
71
Calls
$487M
Puts
$612M
Net Calls
-$124M
Net Calls Change
+$26.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.47B
2
Capital World Investors
2
Capital World Investors
California
$4.9B
3
Bessemer Group
3
Bessemer Group
New Jersey
$118M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$113M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$638M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$594M
3
Boston Partners
3
Boston Partners
Massachusetts
$876M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$144M
5
Millennium Management
5
Millennium Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
551
Investors Asset Management of Georgia
Georgia
$519K -$32.9K -833 -6%
ASN
552
Advisory Services Network
Georgia
$519K +$13.5K +334 +3%
IA
553
IFP Advisors
Florida
$515K +$334K +8,257 +186%
CCB
554
Cutter & Co Brokerage
Missouri
$507K -$7.7K -190 -1%
SWP
555
Stratos Wealth Partners
Ohio
$503K -$109K -2,683 -18%
XT
556
XTX Topco
Cayman Islands
$498K -$705K -17,415 -59%
DFG
557
Delta Financial Group
New Jersey
$497K +$497K +12,274 New
QC
558
Quadrature Capital
United Kingdom
$495K -$14.7M -361,927 -97%
AIM
559
Aigen Investment Management
New York
$494K +$494K +12,204 New
SSWM
560
Sheets Smith Wealth Management
North Carolina
$494K +$972 +24 +0.2%
GAAM
561
Guinness Atkinson Asset Management
California
$489K -$20.9K -517 -4%
LSAG
562
Lake Street Advisors Group
New Hampshire
$485K +$10.9K +268 +2%
DGAM
563
Desjardins Global Asset Management
Quebec, Canada
$482K -$389K -9,604 -45%
CCM
564
Coldstream Capital Management
Washington
$478K +$3.85K +95 +0.8%
PWAG
565
Polaris Wealth Advisory Group
California
$478K -$452K -11,169 -49%
MCA
566
MSH Capital Advisors
Arizona
$474K +$17.1K +422 +4%
HAS
567
HBW Advisory Services
California
$471K +$9.56K +236 +2%
O
568
Ossiam
France
$471K +$355K +8,761 +306%
NA
569
Navellier & Associates
Nevada
$468K +$468K +11,565 New
SC
570
Scotia Capital
Ontario, Canada
$467K +$131K +3,234 +39%
KF
571
Krilogy Financial
Missouri
$465K -$162K -3,999 -26%
CT
572
Colonial Trust
South Carolina
$462K +$92.1K +2,275 +25%
APW
573
Aurora Private Wealth
New Jersey
$456K -$20K -495 -4%
AA
574
AlphaQ Advisors
Florida
$454K – – –
QI
575
Qtron Investments
Massachusetts
$454K +$91.2K +2,253 +25%
21 22
23
24 25