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Halliburton
HAL

Overview Fund Activity

951 hedge funds and large institutions have $30.7B invested in Halliburton in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 311 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
+45
Holders Change %
+4.97%
% of All Funds
15.17%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.19%
New
127
Increased
311
Reduced
359
Closed
71
Calls
$487M
Puts
$612M
Net Calls
-$124M
Net Calls Change
+$26.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.47B
2
Capital World Investors
2
Capital World Investors
California
$4.9B
3
Bessemer Group
3
Bessemer Group
New Jersey
$118M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$113M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$638M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$594M
3
Boston Partners
3
Boston Partners
Massachusetts
$876M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$144M
5
Millennium Management
5
Millennium Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
626
Asahi Life Asset Management
Japan
$339K +$339K +8,370 New
IDBONY
627
Israel Discount Bank of New York
New York
$337K -$4.46K -110 -1%
NIM
628
NEOS Investment Management
Connecticut
$336K +$336K +8,292 New
FB
629
Fulton Bank
Pennsylvania
$334K -$140K -3,463 -30%
SSW
630
Smith Shellnut Wilson
Mississippi
$333K – – –
CA
631
Clearstead Advisors
Ohio
$333K +$240K +5,915 +256%
IGAM
632
iA Global Asset Management
Quebec, Canada
$332K -$38.5K -949 -10%
QCM
633
QRG Capital Management
Illinois
$331K +$331K +8,169 New
AA
634
ALPS Advisors
Colorado
$331K -$42K -1,038 -11%
MFG
635
MidWestOne Financial Group
Iowa
$328K -$7.09K -175 -2%
PWS
636
Peterson Wealth Services
Utah
$328K +$8.46K +209 +3%
JWCA
637
J.W. Cole Advisors
Florida
$326K -$421K -10,397 -56%
GFA
638
Gifford Fong Associates
California
$324K – – –
ST
639
Smithfield Trust
Pennsylvania
$324K – – –
NAS
640
Nicolet Advisory Services
Wisconsin
$324K +$56.1K +1,465 +21%
SPWM
641
Spartan Planning & Wealth Management
North Carolina
$323K +$323K +7,978 New
VCG
642
Vantage Consulting Group
Virginia
$322K -$86.8K -2,143 -21%
SA
643
Syntax Advisors
New York
$322K -$86.8K -2,143 -21%
FMLI
644
Fukoku Mutual Life Insurance
Japan
$322K – – –
GRP
645
Global Retirement Partners
California
$321K -$20.6K -537 -6%
IWM
646
IHT Wealth Management
Illinois
$320K -$23.8K -589 -7%
LIM
647
Lathrop Investment Management
Arkansas
$314K – – –
WAM
648
Weatherly Asset Management
California
$312K -$128K -3,172 -29%
1IA
649
1620 Investment Advisors
Massachusetts
$311K -$10.7K -263 -3%
PP
650
Paloma Partners
Connecticut
$309K +$309K +7,637 New
24 25
26
27 28