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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 %
CPWA
576
Cerro Pacific Wealth Advisors
California
$378K +$378K +11,943 New
AI
577
AdvisorShares Investments
Maryland
$376K +$376K +11,869 New
CCG
578
Chatham Capital Group
Georgia
$371K +$371K +11,730 New
APW
579
Aurora Private Wealth
New Jersey
$371K +$854 +27 +0.2%
CCM
580
Coldstream Capital Management
Washington
$371K +$5.41K +171 +1%
VIA
581
Vident Investment Advisory
Georgia
$367K -$1.16M -36,778 -76%
FA
582
FDx Advisors
Illinois
$364K – – –
AAS
583
Avantax Advisory Services
Texas
$363K -$364K -11,496 -50%
CNBTD
584
Citizens National Bank Trust Department
Mississippi
$362K – – –
FI
585
Financial Insights
Washington
$362K +$362K +11,447 New
NWM
586
NEIRG Wealth Management
Massachusetts
$360K -$1.71K -54 -0.5%
MOS
587
MGO One Seven
Ohio
$360K +$179K +5,664 +99%
LSAG
588
Lake Street Advisors Group
New Hampshire
$357K -$8.58K -271 -2%
WI
589
Wahed Invest
New York
$357K -$16.4K -519 -4%
HI
590
Horizon Investments
North Carolina
$352K -$119K -3,750 -25%
CGL
591
Clarius Group LLC
Washington
$351K -$26.1K -825 -7%
AIP
592
Ameritas Investment Partners
Nebraska
$348K – – –
CCG
593
Ceeto Capital Group
Florida
$348K – – –
AAS
594
Ameritas Advisory Services
Nebraska
$347K -$85.5K -2,641 -20%
SAM
595
Sompo Asset Management
Japan
$347K -$97.1K -3,070 -22%
FMAEN1
596
Fund Management at Engine No 1
California
$347K +$30.7K +969 +10%
CI
597
Cigna Investments
Connecticut
$344K -$4.69K -148 -1%
CAL
598
Capital Analysts LLC
Pennsylvania
$342K – – –
S
599
SignatureFD
Georgia
$341K +$9.46K +299 +3%
AA
600
AlphaQ Advisors
Florida
$340K -$249K -7,860 -42%
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