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Halliburton

983 hedge funds and large institutions have $30.2B invested in Halliburton in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 348 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
-12
Holders Change %
-1.21%
% of All Funds
14.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
92
Increased
380
Reduced
348
Closed
92
Calls
$391M
Puts
$761M
Net Calls
-$369M
Net Calls Change
-$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
651
Parallel Advisors
California
$323K +$95.4K +2,421 +42%
CIBC Private Wealth Group
652
CIBC Private Wealth Group
Georgia
$317K +$20K +502 +7%
RWS
653
Resolute Wealth Strategies
Mississippi
$315K -$34.5K -875 -10%
AAS
654
Ameritas Advisory Services
Nebraska
$315K +$315K +8,434 New
ST
655
Smithfield Trust
Pennsylvania
$315K
GFA
656
Gifford Fong Associates
California
$315K
EWA
657
EP Wealth Advisors
California
$314K +$42.9K +1,089 +16%
FMLI
658
Fukoku Mutual Life Insurance
Japan
$313K
PA
659
Pinnacle Associates
New York
$310K +$27.7K +703 +10%
LOAMS
660
Lombard Odier Asset Management (Switzerland)
Switzerland
$310K -$114K -2,893 -27%
AWM
661
Angeles Wealth Management
California
$308K +$308K +7,819 New
AWM
662
Accurate Wealth Management
Florida
$307K -$13.4K -342 -4%
LIM
663
Lathrop Investment Management
Arkansas
$306K
EFG
664
Everhart Financial Group
Ohio
$300K +$300K +7,611 New
QFA
665
Quantum Financial Advisors
California
$300K
WF
666
Welch & Forbes
Massachusetts
$300K
BPFA
667
Barnes Pettey Financial Advisors
Mississippi
$294K -$1.12M -28,532 -79%
SW
668
SVB Wealth
Massachusetts
$293K -$69.8K -1,771 -19%
AWM
669
Axxcess Wealth Management
California
$292K
SIA
670
Soltis Investment Advisors
Utah
$291K +$291K +7,382 New
1IA
671
1620 Investment Advisors
Massachusetts
$289K +$29.8K +755 +12%
BWM
672
Baron Wealth Management
Michigan
$288K -$749 -19 -0.3%
BB
673
Burford Brothers
Texas
$285K +$39 +1 +0%
ETC
674
Exchange Traded Concepts
Oklahoma
$285K +$282K +7,158 +9,942%
JWCA
675
J.W. Cole Advisors
Florida
$285K -$8.88K -225 -3%