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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 %
ALAM
626
Asahi Life Asset Management
Japan
$298K +$298K +9,410 New
GCP
627
Garda Capital Partners
Minnesota
$297K +$297K +9,400 New
CI Investments Inc
628
CI Investments Inc
Ontario, Canada
$296K -$10.6K -335 -3%
BA
629
BCM Advisors
Louisiana
$293K +$293K +8,996 New
FB
630
Fulton Bank
Pennsylvania
$290K +$290K +9,154 New
AA
631
ALPS Advisors
Colorado
$289K -$53.3K -1,684 -16%
PA
632
PFG Advisors
Arizona
$287K +$13.9K +439 +5%
EAM
633
Eukles Asset Management
Ohio
$287K +$9.68K +306 +3%
PFO
634
Pathstone Family Office
New Jersey
$286K -$1.05M -33,171 -79%
QT
635
Quantbot Technologies
New York
$283K +$283K +8,955 New
SI
636
Stephens Inc
Arkansas
$282K +$31.8K +1,006 +13%
FIM
637
Fruth Investment Management
Texas
$280K – – –
Bessemer Group
638
Bessemer Group
New Jersey
$279K -$15.7K -496 -5%
CIM
639
CIM Investment Management
Pennsylvania
$278K +$13.7K +433 +5%
BMC
640
Benin Management Corp
Connecticut
$276K -$1.55K -49 -0.6%
RWS
641
Resolute Wealth Strategies
Mississippi
$273K +$273K +8,632 New
HAS
642
HBW Advisory Services
California
$272K -$37.7K -1,193 -12%
CK
643
Cohen Klingenstein
New York
$269K -$3.16K -100 -1%
CLOS
644
Compagnie Lombard Odier SCmA
Switzerland
$269K – – –
WIS
645
Wright Investors Service
Connecticut
$269K +$269K +8,496 New
SFA
646
Sequoia Financial Advisors
Ohio
$264K +$74.8K +2,364 +39%
NC
647
NinePointTwo Capital
California
$263K +$263K +8,340 New
GRP
648
Global Retirement Partners
California
$261K +$180K +6,171 +221%
VFA
649
Valeo Financial Advisors
Indiana
$261K +$59.2K +1,871 +29%
BCA
650
Bay Colony Advisors
Massachusetts
$261K +$20.2K +650 +8%
24 25
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