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Halliburton

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
Name Holding Trade Value Shares
Change
Shares
Change %
NP
626
NorthRock Partners
Minnesota
$367K +$182K +5,034 +98%
ACG
627
Aventail Capital Group
New York
$362K
USGIU
628
U.S. Global Investors (USGI)
Texas
$362K
AIP
629
Ameritas Investment Partners
Nebraska
$360K -$15.3K -424 -4%
SFI
630
Siemens Fonds Invest
Germany
$359K +$83.6K +2,313 +30%
PAS
631
Park Avenue Securities
New York
$354K -$3.47K -96 -1%
AA
632
AlphaQ Advisors
Florida
$351K -$54.3K -1,503 -13%
GL
633
Graypoint LLC
New York
$349K +$2.68K +74 +0.8%
CI
634
Cigna Investments
Connecticut
$347K
MWS
635
Maxwell Wealth Strategies
California
$347K +$347K +9,593 New
MFIM
636
Mesirow Financial Investment Management
Illinois
$345K +$345K +9,550 New
VFA
637
Valeo Financial Advisors
Indiana
$344K +$23.1K +640 +7%
BCM
638
Boltwood Capital Management
California
$343K +$3.62K +100 +1%
EP
639
Edgestream Partners
New Jersey
$341K +$341K +9,430 New
WIS
640
Wright Investors Service
Connecticut
$339K -$142K -3,917 -29%
EAM
641
Eukles Asset Management
Ohio
$339K -$7.88K -218 -2%
S
642
Sunpointe
Missouri
$338K +$338K +9,359 New
PTC
643
Petrus Trust Company
Texas
$336K +$137K +3,790 +69%
BTI
644
Blue Trust Inc
Georgia
$335K +$12K +295 +4%
VA
645
Vident Advisory
Georgia
$334K -$2.68K -74 -0.8%
DA
646
Dover Advisors
Virginia
$334K -$157K -4,349 -32%
SW
647
SVB Wealth
Massachusetts
$333K +$110K +3,034 +49%
BMCM
648
Bryn Mawr Capital Management
Pennsylvania
$333K
IWA
649
IVC Wealth Advisors
Pennsylvania
$331K +$331K +9,159 New
FFG
650
Fortem Financial Group
California
$329K +$18.1K +500 +6%