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Halliburton
HAL

Overview Fund Activity

906 hedge funds and large institutions have $24.7B invested in Halliburton in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 324 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
-20
Holders Change %
-2.16%
% of All Funds
14.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
84
Increased
350
Reduced
324
Closed
98
Calls
$362M
Puts
$513M
Net Calls
-$151M
Net Calls Change
-$118M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.77B
2
Morgan Stanley
2
Morgan Stanley
New York
$623M
3
Boston Partners
3
Boston Partners
Massachusetts
$854M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$103M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$30.9M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$17.6M
2
OIAM
2
OFI Invest Asset Management
France
$25.6M
3
BlackRock
3
BlackRock
New York
$2.44B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$595M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$82.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
626
Smith Shellnut Wilson
Mississippi
$271K – – –
PFP
627
Pinnacle Financial Partners
Tennessee
$270K +$2.21K +67 +0.8%
BTWM
628
Baker Tilly Wealth Management
Wisconsin
$266K +$23.4K +708 +10%
GCP
629
GSA Capital Partners
United Kingdom
$264K -$205K -6,214 -44%
GFA
630
Gifford Fong Associates
California
$264K – – –
ST
631
Smithfield Trust
Pennsylvania
$264K – – –
FMLI
632
Fukoku Mutual Life Insurance
Japan
$262K – – –
1IA
633
1620 Investment Advisors
Massachusetts
$262K -$6.93K -210 -3%
PWS
634
Peterson Wealth Services
Utah
$260K +$5.71K +173 +2%
LIM
635
Lathrop Investment Management
Arkansas
$256K – – –
PFO
636
Pathstone Family Office
New Jersey
$253K -$45K -1,365 -15%
GIA
637
Guyasuta Investment Advisors
Pennsylvania
$252K – – –
QFA
638
Quantum Financial Advisors
California
$251K -$726 -22 -0.3%
WF
639
Welch & Forbes
Massachusetts
$251K -$14.2K -430 -5%
SFI
640
Siemens Fonds Invest
Germany
$250K – – –
BTI
641
Blue Trust Inc
Georgia
$249K -$3.04K -96 -1%
EVM
642
Evelyn V. Moreno
$248K – – –
PTC
643
Private Trust Company
Ohio
$245K +$6.5K +197 +3%
BWP
644
BSW Wealth Partners
Colorado
$243K -$528 -16 -0.2%
SWA
645
Stratos Wealth Advisors
Ohio
$242K – – –
JIC
646
Johnson Investment Counsel
Ohio
$242K +$242K +7,323 New
PTC
647
Petrus Trust Company
Texas
$241K +$22.4K +680 +10%
MAA
648
Mraz Amerine & Associates
California
$239K +$239K +7,253 New
FI
649
Fractal Investments
Connecticut
$238K – – –
DC
650
Diametric Capital
Massachusetts
$237K +$237K +7,188 New
24 25
26
27 28