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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 %
CCG
576
Ceeto Capital Group
Florida
$363K – – –
AIP
577
Ameritas Investment Partners
Nebraska
$362K -$1.32K -40 -0.4%
WAM
578
Weatherly Asset Management
California
$359K -$90.9K -2,754 -20%
SFA
579
Sequoia Financial Advisors
Ohio
$358K +$82.6K +2,504 +30%
CI
580
Cigna Investments
Connecticut
$358K – – –
CGL
581
Clarius Group LLC
Washington
$358K -$7.59K -230 -2%
PSC
582
Portman Square Capital
United Kingdom
$357K +$357K +10,835 New
SIG
583
Stonegate Investment Group
Alabama
$356K +$17.5K +529 +5%
CAL
584
Capital Analysts LLC
Pennsylvania
$356K – – –
AAS
585
Avantax Advisory Services
Texas
$350K -$28.8K -874 -8%
VDBMI
586
Van Den Berg Management I
Texas
$343K – – –
CNBTD
587
Citizens National Bank Trust Department
Mississippi
$342K -$35.3K -1,070 -9%
IF
588
Intrua Financial
Texas
$337K +$337K +10,225 New
HWM
589
HB Wealth Management
Georgia
$337K +$80K +2,424 +31%
MYAM
590
Meiji Yasuda Asset Management
Japan
$333K -$6.8K -206 -2%
VCG
591
Vantage Consulting Group
Virginia
$333K +$8.45K +256 +3%
SA
592
Syntax Advisors
New York
$333K +$8.45K +256 +3%
MOS
593
MGO One Seven
Ohio
$331K -$43.5K -1,320 -12%
USGIU
594
U.S. Global Investors (USGI)
Texas
$330K – – –
EWA
595
EverSource Wealth Advisors
Alabama
$326K -$92.1K -2,791 -22%
BCM
596
Boltwood Capital Management
California
$322K -$3.3K -100 -1%
CI Investments Inc
597
CI Investments Inc
Ontario, Canada
$321K +$12.4K +374 +4%
EAM
598
Eukles Asset Management
Ohio
$314K +$15K +455 +5%
SI
599
Stephens Inc
Arkansas
$309K +$15.4K +466 +5%
Empower Advisory Group
600
Empower Advisory Group
Colorado
$305K -$7.92K -240 -3%
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