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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 %
SC
601
Searle & Co
Connecticut
$336K – – –
SW
602
SVB Wealth
Massachusetts
$335K +$44.9K +1,419 +15%
CPC
603
Cookson Peirce & Co
Pennsylvania
$330K -$34.9K -1,103 -10%
HT
604
Headlands Technologies
Illinois
$330K +$330K +10,421 New
VDBMI
605
Van Den Berg Management I
Texas
$329K -$35.6K -1,125 -10%
MYAM
606
Meiji Yasuda Asset Management
Japan
$326K +$26.6K +840 +9%
SIG
607
Stonegate Investment Group
Alabama
$325K +$5.16K +163 +2%
Empower Advisory Group
608
Empower Advisory Group
Colorado
$323K +$323K +9,474 New
LOAMS
609
Lombard Odier Asset Management (Switzerland)
Switzerland
$322K -$151K -4,786 -32%
DA
610
Duality Advisers
Florida
$321K +$321K +10,161 New
NRD
611
Nebula Research & Development
New York
$321K +$321K +10,139 New
FIM
612
Freedom Investment Management
Connecticut
$319K +$319K +10,086 New
IAIM
613
Industrial Alliance Investment Management
Quebec, Canada
$319K +$319K +10,081 New
BWM
614
Baron Wealth Management
Michigan
$318K -$22.7K -719 -7%
ACM
615
Allred Capital Management
Texas
$317K +$317K +10,006 New
USGIU
616
U.S. Global Investors (USGI)
Texas
$316K -$316K -10,000 -50%
BTI
617
Blue Trust Inc
Georgia
$313K -$27.8K -709 -8%
BCM
618
Boltwood Capital Management
California
$312K +$7.69K +243 +3%
HPC
619
HM Payson & Co
Maine
$312K +$39.6K +1,250 +15%
VCG
620
Vantage Consulting Group
Virginia
$311K -$15.3K -483 -5%
SA
621
Syntax Advisors
New York
$311K -$15.3K -483 -5%
IDBONY
622
Israel Discount Bank of New York
New York
$309K -$32.7K -1,035 -10%
SAM
623
Seelaus Asset Management
New Jersey
$309K -$9.32K -275 -3%
DWT
624
Dorsey & Whitney Trust
South Dakota
$309K -$57.1K -1,806 -16%
IWM
625
IHT Wealth Management
Illinois
$307K -$39.5K -1,249 -11%
23 24
25
26 27