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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 %
DA
676
Dover Advisors
Virginia
$239K +$37.9K +1,198 +19%
EVM
677
Evelyn V. Moreno
$238K – – –
CIA
678
Capital Investment Advisors
Georgia
$236K +$3.77K +119 +2%
GVAG
679
Great Valley Advisor Group
Delaware
$234K +$234K +7,388 New
BWP
680
BSW Wealth Partners
Colorado
$234K -$16.4K -517 -7%
BTWM
681
Baker Tilly Wealth Management
Wisconsin
$233K +$32.6K +1,029 +16%
SWA
682
Stratos Wealth Advisors
Ohio
$232K +$570 +18 +0.2%
BL
683
Balentine LLC
Georgia
$230K +$230K +7,254 New
GAAM
684
Guinness Atkinson Asset Management
California
$229K -$7.72K -244 -3%
PTC
685
Private Trust Company
Ohio
$229K +$120K +3,796 +111%
FI
686
Fractal Investments
Connecticut
$228K – – –
CIAS
687
Capital Investment Advisory Services
North Carolina
$227K +$38.4K +1,215 +20%
VSQM
688
V-Square Quantitative Management
Illinois
$226K +$226K +7,147 New
BFS
689
Bradley Foster & Sargent
Connecticut
$225K +$225K +7,096 New
CWM
690
Congress Wealth Management
Massachusetts
$222K +$316 +10 +0.1%
PAI
691
Pittenger & Anderson Inc
Nebraska
$221K – – –
NAS
692
Nicolet Advisory Services
Wisconsin
$218K +$218K +6,677 New
SIC
693
Samalin Investment Counsel
New York
$218K -$5.22K -165 -2%
TDC
694
Thompson Davis & Co
Virginia
$217K -$53.8K -1,700 -20%
RFG
695
Range Financial Group
Oregon
$216K +$1.71K +54 +0.8%
QI
696
Qtron Investments
Massachusetts
$216K – – –
CI
697
Conning Inc
Connecticut
$214K -$18.3K -577 -8%
WAM
698
Walker Asset Management
Missouri
$213K +$221 +7 +0.1%
CWS
699
Confluence Wealth Services
Pennsylvania
$210K -$52K -1,643 -20%
SWM
700
SeaCrest Wealth Management
New York
$210K +$30.9K +977 +17%
26 27
28
29 30