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Halliburton
HAL

Overview Fund Activity

944 hedge funds and large institutions have $20B invested in Halliburton in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 302 increasing their positions, 363 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+31
Holders Change %
+3.4%
% of All Funds
12.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
144
Increased
302
Reduced
363
Closed
97
Calls
$404M
Puts
$543M
Net Calls
-$139M
Net Calls Change
+$10.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$208M
2
Millennium Management
Millennium Management
New York
$181M
3
UBS Group
UBS Group
Switzerland
$162M
4
Citigroup
Citigroup
New York
$102M
5
Amundi
Amundi
France
$353M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.72B
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$48.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$107M
4
Boston Partners
Boston Partners
Massachusetts
$176M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
651
Worth Financial Advisory Group
North Carolina
$225K -$25.8K -950 -10%
TCOT
652
Trust Company of Toledo
Ohio
$224K +$8.86K +326 +4%
HCP
653
Hardin Capital Partners
South Carolina
$224K – – –
SSW
654
Smith Shellnut Wilson
Mississippi
$224K – – –
AAP
655
Arax Advisory Partners
Colorado
$222K +$177K +6,501 +392%
GSEP
656
Golden State Equity Partners
California
$222K +$222K +8,152 New
CM
657
Cercano Management
Washington
$219K -$20.5K -753 -9%
ST
658
Smithfield Trust
Pennsylvania
$218K – – –
GFA
659
Gifford Fong Associates
California
$218K – – –
CIBC Private Wealth Group
660
CIBC Private Wealth Group
Georgia
$218K +$55.2K +2,042 +34%
GIA
661
Guyasuta Investment Advisors
Pennsylvania
$218K +$82 +3 +0%
AAS
662
Ameritas Advisory Services
Nebraska
$217K +$27.2K +999 +14%
EFG
663
Everhart Financial Group
Ohio
$216K -$13.5K -498 -6%
PWM
664
Perigon Wealth Management
California
$214K +$4.65K +159 +2%
FMLI
665
Fukoku Mutual Life Insurance
Japan
$212K +$212K +7,780 New
FCP
666
Fidelis Capital Partners
Florida
$211K -$14.6K -574 -6%
BWM
667
Bulltick Wealth Management
Florida
$211K -$3.78M -139,000 -95%
MWM
668
Meridian Wealth Management
Kentucky
$207K -$38.1K -1,401 -16%
HH
669
Hilltop Holdings
Texas
$207K -$69.4K -2,553 -25%
WF
670
Welch & Forbes
Massachusetts
$207K – – –
CCG
671
Chatham Capital Group
Georgia
$207K -$23.1K -850 -10%
QFA
672
Quantum Financial Advisors
California
$202K -$4.6K -169 -2%
MMPW
673
Mitchell McLeod Pugh & Williams
Alabama
$202K +$272 +10 +0.1%
FFA
674
Founders Financial Alliance
North Carolina
$202K +$202K +7,419 New
FWIA
675
Fort Washington Investment Advisors
Ohio
$201K -$12.5K -460 -6%
25 26
27
28 29