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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 %
BCA
651
Bay Colony Advisors
Massachusetts
$236K -$41.2K -1,250 -15%
GCP
652
Garda Capital Partners
Minnesota
$232K -$78K -2,364 -25%
AC
653
Avestar Capital
New York
$232K +$13.9K +422 +6%
CWM
654
Congress Wealth Management
Massachusetts
$232K -$66 -2 -0%
NAS
655
Nicolet Advisory Services
Wisconsin
$231K +$10.6K +322 +5%
NWM
656
NEIRG Wealth Management
Massachusetts
$231K -$144K -4,368 -38%
PAI
657
Pittenger & Anderson Inc
Nebraska
$231K – – –
JFG
658
Jefferies Financial Group
New York
$231K +$231K +7,000 New
SCP
659
Shorepoint Capital Partners
Massachusetts
$227K +$227K +6,880 New
CS
660
Comerica Securities
Michigan
$227K -$43.8K -1,327 -16%
SOW
661
State of Wyoming
Wyoming
$225K +$80.6K +2,443 +56%
PCS
662
Personal CFO Solutions
New Jersey
$224K +$224K +6,804 New
EWA
663
EP Wealth Advisors
California
$223K +$207K +92,652 +1,261%
WAM
664
Walker Asset Management
Missouri
$223K +$264 +8 +0.1%
MG
665
Mather Group
Illinois
$222K +$222K +6,738 New
BL
666
Balentine LLC
Georgia
$219K -$20.6K -625 -9%
MYLI
667
Meiji Yasuda Life Insurance
Japan
$218K +$218K +6,600 New
STA
668
Summit Trail Advisors
New York
$217K +$217K +6,575 New
CC
669
Chicago Capital
Illinois
$214K – – –
CAG
670
Csenge Advisory Group
Florida
$212K +$212K +6,435 New
OIA
671
OneDigital Investment Advisors
Kansas
$211K -$6.17K -187 -3%
UM
672
UniSuper Management
Australia
$211K +$211K +6,400 New
GIM
673
Grassi Investment Management
California
$211K – – –
OA
674
Oxbow Advisors
Texas
$210K – – –
CAM
675
CenterStar Asset Management
Illinois
$210K +$210K +6,357 New
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