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Halliburton
HAL

Overview Fund Activity

951 hedge funds and large institutions have $30.7B invested in Halliburton in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 311 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
+45
Holders Change %
+4.97%
% of All Funds
15.17%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.19%
New
127
Increased
311
Reduced
359
Closed
71
Calls
$487M
Puts
$612M
Net Calls
-$124M
Net Calls Change
+$26.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.47B
2
Capital World Investors
2
Capital World Investors
California
$4.9B
3
Bessemer Group
3
Bessemer Group
New Jersey
$118M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$113M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$638M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$594M
3
Boston Partners
3
Boston Partners
Massachusetts
$876M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$144M
5
Millennium Management
5
Millennium Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
676
SCP Investment
California
$275K +$275K +6,800 New
IF
677
Intrua Financial
Texas
$275K -$139K -3,426 -34%
SCM
678
Stevens Capital Management
Pennsylvania
$275K -$1.17M -28,837 -81%
BL
679
Balentine LLC
Georgia
$275K +$6.28K +155 +2%
EWA
680
EP Wealth Advisors
California
$274K -$3.78M -93,233 -93%
WAM
681
Walker Asset Management
Missouri
$274K +$243 +6 +0.1%
BWP
682
BSW Wealth Partners
Colorado
$269K -$29.5K -729 -10%
PWM
683
Perigon Wealth Management
California
$266K +$266K +6,572 New
OWM
684
OneAscent Wealth Management
Alabama
$265K +$265K +6,555 New
CS
685
Comerica Securities
Michigan
$265K -$13.8K -340 -5%
BTI
686
Blue Trust Inc
Georgia
$263K +$3K +91 +1%
CC
687
Chicago Capital
Illinois
$263K – – –
LNC
688
Lincoln National Corp
Pennsylvania
$262K +$262K +6,470 New
DS
689
DRW Securities
Illinois
$262K +$262K +6,470 New
DI
690
Diligent Investors
California
$261K +$5.43K +134 +2%
AC
691
Avestar Capital
New York
$260K -$25.1K -619 -9%
UM
692
UniSuper Management
Australia
$259K – – –
OA
693
Oxbow Advisors
Texas
$258K – – –
CIA
694
Capital Investment Advisors
Georgia
$257K +$1.82K +45 +0.7%
MMPW
695
Mitchell McLeod Pugh & Williams
Alabama
$255K +$255K +6,304 New
CI
696
Conning Inc
Connecticut
$252K – – –
CW
697
Connectus Wealth
Ohio
$252K -$1.28M -31,511 -84%
SIC
698
Samalin Investment Counsel
New York
$251K +$243 +6 +0.1%
SW
699
SVB Wealth
Massachusetts
$250K -$117K -2,901 -32%
OIA
700
OneDigital Investment Advisors
Kansas
$249K -$10.3K -254 -4%
26 27
28
29 30