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Halliburton
HAL

Overview Fund Activity

938 hedge funds and large institutions have $29.3B invested in Halliburton in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 337 increasing their positions, 266 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+131
Holders Change %
+16.23%
% of All Funds
15.13%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
208
Increased
337
Reduced
266
Closed
64
Calls
$585M
Puts
$500M
Net Calls
+$85.1M
Net Calls Change
+$97.1M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$627M
2
Morgan Stanley
Morgan Stanley
New York
$678M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$450M
4
AP
Antipodes Partners
Australia
$99M
5
Boston Partners
Boston Partners
Massachusetts
$488M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$311M
2
Capital Research Global Investors
Capital Research Global Investors
California
$649M
3
CS
Credit Suisse
Switzerland
$71.5M
4
Amundi
Amundi
France
$181M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
676
Oxbow Advisors
Texas
$251K +$251K +6,368 New
DA
677
Dover Advisors
Virginia
$250K +$250K +6,342 New
SOW
678
State of Wyoming
Wyoming
$249K +$90K +2,288 +57%
BTWM
679
Baker Tilly Wealth Management
Wisconsin
$249K +$249K +6,323 New
IAIM
680
International Assets Investment Management
Florida
$248K -$89K -2,262 -26%
DI
681
Diligent Investors
California
$248K +$248K +6,315 New
EFS
682
Essex Financial Services
Connecticut
$248K +$248K +6,324 New
ACIM
683
Azimuth Capital Investment Management
Michigan
$248K +$248K +6,300 New
CBT
684
CoreFirst Bank & Trust
Kansas
$242K – – –
RMC
685
Resources Management Corp
Connecticut
$240K – – –
FT
686
Fiduciary Trust
Massachusetts
$240K +$240K +6,087 New
V
687
ViaWealth
Kansas
$238K +$238K +5,891 New
GHAM
688
Gilman Hill Asset Management
Connecticut
$237K +$237K +6,026 New
SIM
689
Sentry Investment Management
Wisconsin
$237K – – –
IGWM
690
ICA Group Wealth Management
Colorado
$237K +$237K +6,020 New
HI
691
Hoey Investments
Pennsylvania
$236K +$236K +6,000 New
SFA
692
Sequoia Financial Advisors
Ohio
$236K +$236K +5,991 New
DCM
693
Deuterium Capital Management
Florida
$236K +$236K +5,985 New
CIAS
694
Capital Investment Advisory Services
North Carolina
$234K +$234K +5,945 New
TWM
695
Tanager Wealth Management
United Kingdom
$233K +$233K +5,911 New
WI
696
Wintrust Investments
Illinois
$232K +$232K +5,890 New
JWM
697
Jeppson Wealth Management
California
$230K +$230K +5,850 New
SI
698
SCP Investment
California
$228K +$228K +5,800 New
PCM
699
Parsons Capital Management
Rhode Island
$227K +$227K +5,770 New
MOS
700
MGO One Seven
Ohio
$224K +$224K +5,698 New
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