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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 %
1WM
601
1858 Wealth Management
Ohio
$418K +$418K +11,560 New
GAAM
602
Guinness Atkinson Asset Management
California
$414K -$22K -608 -5%
MNBTD
603
Moody National Bank Trust Division
Texas
$413K -$384K -10,634 -48%
MCA
604
MSH Capital Advisors
Arizona
$411K -$12K -332 -3%
APM
605
Advanced Portfolio Management
New York
$409K +$409K +11,322 New
APW
606
Aurora Private Wealth
New Jersey
$407K – – –
TPCW
607
TD Private Client Wealth
New York
$402K -$191K -5,287 -32%
SLI
608
Sumitomo Life Insurance
Japan
$401K -$1.52K -42 -0.4%
ACM
609
Allred Capital Management
Texas
$399K +$72 +2 +0%
CCG
610
Ceeto Capital Group
Florida
$398K – – –
LSV Asset Management
611
LSV Asset Management
Illinois
$394K -$2.67M -74,000 -87%
CAL
612
Capital Analysts LLC
Pennsylvania
$390K -$469 -13 -0.1%
LOAMS
613
Lombard Odier Asset Management (Switzerland)
Switzerland
$389K +$389K +10,747 New
SIG
614
Stonegate Investment Group
Alabama
$381K +$868 +24 +0.2%
CWM
615
Cornerstone Wealth Management
Missouri
$380K +$3.25K +90 +0.9%
KWA
616
Kingswood Wealth Advisors
California
$378K +$378K +10,448 New
MYAM
617
Meiji Yasuda Asset Management
Japan
$377K +$10.8K +300 +3%
CNBTD
618
Citizens National Bank Trust Department
Mississippi
$375K – – –
SWM
619
Shelton Wealth Management
Texas
$375K +$375K +10,378 New
CC
620
Centiva Capital
New York
$373K +$329K +9,106 +749%
PFA
621
Pinnacle Family Advisors
Missouri
$373K +$373K +10,315 New
VDBMI
622
Van Den Berg Management I
Texas
$372K -$4.52K -125 -1%
MG
623
Mather Group
Illinois
$371K +$39.8K +1,101 +12%
SC
624
Searle & Co
Connecticut
$371K – – –
PCS
625
Personal CFO Solutions
New Jersey
$369K +$8.86K +245 +2%
23 24
25
26 27