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Halliburton
HAL

Overview Fund Activity

938 hedge funds and large institutions have $29.3B invested in Halliburton in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 337 increasing their positions, 266 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+131
Holders Change %
+16.23%
% of All Funds
15.13%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
208
Increased
337
Reduced
266
Closed
64
Calls
$585M
Puts
$500M
Net Calls
+$85.1M
Net Calls Change
+$97.1M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$627M
2
Morgan Stanley
Morgan Stanley
New York
$678M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$450M
4
AP
Antipodes Partners
Australia
$99M
5
Boston Partners
Boston Partners
Massachusetts
$488M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$311M
2
Capital Research Global Investors
Capital Research Global Investors
California
$649M
3
CS
Credit Suisse
Switzerland
$71.5M
4
Amundi
Amundi
France
$181M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
601
Fruth Investment Management
Texas
$349K – – –
FH
602
FWG Holdings
Florida
$347K +$1.77K +45 +0.5%
BMC
603
Benin Management Corp
Connecticut
$345K – – –
AFM
604
Andesa Financial Management
Pennsylvania
$345K -$241K -6,134 -41%
EAM
605
Eukles Asset Management
Ohio
$345K +$81.1K +2,058 +31%
II
606
Inspire Investing
Idaho
$344K -$127K -3,223 -27%
ACM
607
AlphaStar Capital Management
North Carolina
$340K +$1.18K +30 +0.3%
SPWM
608
Spartan Planning & Wealth Management
North Carolina
$340K +$340K +8,648 New
PA
609
PFG Advisors
Arizona
$340K +$340K +8,632 New
CK
610
Cohen Klingenstein
New York
$338K +$3.94K +100 +1%
HPC
611
HM Payson & Co
Maine
$338K +$338K +8,600 New
TDC
612
Thompson Davis & Co
Virginia
$336K +$336K +8,550 New
SSG
613
Summit Securities Group
New York
$336K +$336K +8,550 New
CLOS
614
Compagnie Lombard Odier SCmA
Switzerland
$334K – – –
CIM
615
CIM Investment Management
Pennsylvania
$328K -$9.37K -238 -3%
AIM
616
Arcadia Investment Management
Michigan
$327K -$362K -9,195 -53%
ASC
617
Atalanta Sosnoff Capital
New York
$326K – – –
CWS
618
Confluence Wealth Services
Pennsylvania
$326K +$748 +19 +0.2%
SSW
619
Smith Shellnut Wilson
Mississippi
$324K -$34K -865 -10%
KPWS
620
Kestra Private Wealth Services
Texas
$323K -$37.3K -947 -10%
HVIA
621
Hudson Valley Investment Advisors
New York
$323K -$8.85K -225 -3%
1IA
622
1620 Investment Advisors
Massachusetts
$321K +$321K +8,150 New
AC
623
Avestar Capital
New York
$321K +$321K +8,146 New
TPCW
624
TD Private Client Wealth
New York
$319K +$242K +6,142 +313%
WF
625
Welch & Forbes
Massachusetts
$316K +$316K +8,030 New
23 24
25
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