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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 %
SFA
576
Sequoia Financial Advisors
Ohio
$453K +$13.4K +330 +3%
SLI
577
Sumitomo Life Insurance
Japan
$451K -$23.9K -589 -5%
ACM
578
Allred Capital Management
Texas
$447K -$3.6K -89 -0.8%
CCG
579
Ceeto Capital Group
Florida
$446K – – –
SEC
580
Seven Eight Capital
New York
$444K +$444K +10,973 New
AAS
581
Avantax Advisory Services
Texas
$440K +$11.3K +280 +3%
VSQM
582
V-Square Quantitative Management
Illinois
$440K +$203K +5,021 +86%
CAL
583
Capital Analysts LLC
Pennsylvania
$438K +$527 +13 +0.1%
SC
584
Syon Capital
California
$428K +$428K +10,578 New
SIG
585
Stonegate Investment Group
Alabama
$426K -$11.5K -283 -3%
VDBMI
586
Van Den Berg Management I
Texas
$422K +$1.05K +26 +0.3%
CWM
587
Cornerstone Wealth Management
Missouri
$422K -$79.5K -1,963 -16%
TDC
588
Thompson Davis & Co
Virginia
$421K +$421K +10,400 New
CNBTD
589
Citizens National Bank Trust Department
Mississippi
$420K – – –
AIP
590
Ameritas Investment Partners
Nebraska
$420K -$23.9K -591 -5%
SC
591
Searle & Co
Connecticut
$415K – – –
MYAM
592
Meiji Yasuda Asset Management
Japan
$410K +$1.46K +36 +0.4%
CLOS
593
Compagnie Lombard Odier SCmA
Switzerland
$408K +$63.3K +1,562 +18%
USGIU
594
U.S. Global Investors (USGI)
Texas
$405K – – –
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$405K +$11.9K +295 +3%
ACG
596
Aventail Capital Group
New York
$405K +$405K +10,000 New
PCS
597
Personal CFO Solutions
New Jersey
$404K +$128K +3,168 +47%
PAS
598
Park Avenue Securities
New York
$401K -$603K -14,878 -60%
NS
599
NBC Securities
Alabama
$398K +$398K +9,832 New
CI
600
Cigna Investments
Connecticut
$390K -$50.9K -1,255 -12%
22 23
24
25 26