HAL icon

Halliburton
HAL

Overview Fund Activity

995 hedge funds and large institutions have $27.9B invested in Halliburton in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 348 increasing their positions, 350 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+44
Holders Change %
+4.63%
% of All Funds
14.59%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.07%
New
149
Increased
348
Reduced
350
Closed
93
Calls
$351M
Puts
$640M
Net Calls
-$290M
Net Calls Change
-$165M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$478M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$205M
3
Barclays
Barclays
United Kingdom
+$69.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$67.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$56.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$194M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$182M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$99.6M
4
State Street
State Street
Massachusetts
-$90.3M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
576
Federation des caisses Desjardins du Quebec
Quebec, Canada
$475K -$10.7K -295 -2%
BWG
577
Berry Wealth Group
Texas
$474K +$474K +13,100 New
ASN
578
Advisory Services Network
Georgia
$469K +$5.71K +158 +1%
GCP
579
Garda Capital Partners
Minnesota
$464K +$464K +12,845 New
EG
580
Ellerson Group
Maryland
$461K -$6.15K -170 -1%
LSAG
581
Lake Street Advisors Group
New Hampshire
$456K +$23.1K +639 +5%
DG
582
Discerene Group
Connecticut
$453K -$15.2K -421 -3%
SC
583
Scotia Capital
Ontario, Canada
$451K +$35K +968 +8%
A
584
AlphaQuest
New York
$448K +$448K +12,391 New
ECU
585
Eisler Capital (UK)
United Kingdom
$448K +$448K +12,380 New
RWP
586
RWA Wealth Partners
Massachusetts
$447K +$447K +12,358 New
NIM
587
NEOS Investment Management
Connecticut
$446K +$147K +4,057 +49%
HWM
588
HB Wealth Management
Georgia
$446K -$22.2K -614 -5%
MOS
589
MGO One Seven
Ohio
$445K +$113K +3,128 +34%
EA
590
Ellsworth Advisors
Ohio
$443K +$443K +12,253 New
HI
591
Horizon Investments
North Carolina
$442K -$22.9K -633 -5%
SSWM
592
Sheets Smith Wealth Management
North Carolina
$441K – – –
DGAM
593
Desjardins Global Asset Management
Quebec, Canada
$436K +$5.89K +163 +1%
DFG
594
Delta Financial Group
New Jersey
$436K -$7.19K -199 -2%
CCM
595
Coldstream Capital Management
Washington
$429K +$2.42K +67 +0.6%
RGF
596
Retirement Guys Formula
Ohio
$428K -$45.4K -1,257 -10%
GJWM
597
Gilliland Jeter Wealth Management
Arkansas
$425K +$425K +11,752 New
TW
598
TritonPoint Wealth
Maryland
$425K +$425K +11,744 New
KF
599
Krilogy Financial
Missouri
$423K +$7.12K +197 +2%
DTL
600
Dynamic Technology Lab
Singapore
$419K -$186K -5,143 -31%
22 23
24
25 26