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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 %
CT
651
Colonial Trust
South Carolina
$261K +$17.4K +550 +7%
SSW
652
Smith Shellnut Wilson
Mississippi
$260K – – –
CS
653
Comerica Securities
Michigan
$260K +$58K +1,832 +29%
1IA
654
1620 Investment Advisors
Massachusetts
$258K – – –
PFP
655
Pinnacle Financial Partners
Tennessee
$257K +$257K +8,120 New
HVIA
656
Hudson Valley Investment Advisors
New York
$256K -$3.16K -100 -1%
XT
657
XTX Topco
Cayman Islands
$256K +$256K +8,094 New
WA
658
Wealth Alliance
New York
$255K +$3.99K +126 +2%
WF
659
Welch & Forbes
Massachusetts
$254K – – –
PPP
660
Private Portfolio Partners
New Jersey
$253K +$253K +8,006 New
ASN
661
Advisory Services Network
Georgia
$253K -$584K -18,443 -70%
ST
662
Smithfield Trust
Pennsylvania
$253K – – –
GFA
663
Gifford Fong Associates
California
$253K – – –
FMLI
664
Fukoku Mutual Life Insurance
Japan
$252K – – –
OCBCO
665
Oversea-Chinese Banking Corp (OCBC)
Singapore
$250K +$250K +8,065 New
RMC
666
Resources Management Corp
Connecticut
$249K +$109K +4,777 +78%
IA
667
IFP Advisors
Florida
$248K -$378K -7,808 -60%
RCM
668
Radnor Capital Management
Pennsylvania
$247K – – –
HWM
669
HB Wealth Management
Georgia
$247K +$39.9K +1,262 +19%
CG
670
Colony Group
Massachusetts
$246K +$2K +63 +0.8%
LIM
671
Lathrop Investment Management
Arkansas
$245K – – –
PWS
672
Peterson Wealth Services
Utah
$244K -$76.7K -2,425 -24%
GIA
673
Guyasuta Investment Advisors
Pennsylvania
$241K -$56.5K -1,786 -19%
QFA
674
Quantum Financial Advisors
California
$241K – – –
SFI
675
Siemens Fonds Invest
Germany
$241K -$3.04K -96 -1%
25 26
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