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

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$311M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$649M
3
CS
3
Credit Suisse
Switzerland
$71.5M
4
Amundi
4
Amundi
France
$181M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
701
Plante Moran Financial Advisors
Michigan
$224K – – –
SCM
702
Shelton Capital Management
Colorado
$224K +$224K +5,694 New
FCI
703
Financial Counselors Inc
Kansas
$224K +$224K +5,694 New
SWM
704
SeaCrest Wealth Management
New York
$223K +$223K +5,659 New
AG
705
Ascent Group
Virginia
$222K +$222K +5,640 New
LNC
706
Lincoln National Corp
Pennsylvania
$218K +$218K +5,551 New
HW
707
Hancock Whitney
Mississippi
$217K +$217K +5,508 New
IGGA
708
Iron Gate Global Advisors
Utah
$217K +$217K +5,511 New
ACM
709
Advance Capital Management
Michigan
$216K +$216K +5,482 New
PA
710
Parallel Advisors
California
$215K -$2.01K -51 -0.9%
BTI
711
Blue Trust Inc
Georgia
$214K -$23.1K -937 -10%
GWM
712
Geneos Wealth Management
Colorado
$214K +$21.8K +553 +11%
Pacer Advisors
713
Pacer Advisors
Pennsylvania
$214K -$1.73M -44,014 -89%
AWP
714
Abacus Wealth Partners
California
$212K +$212K +5,400 New
SS
715
Sunbelt Securities
Texas
$211K +$211K +5,365 New
CFB
716
Cullen/Frost Bankers
Texas
$211K +$15.9K +403 +8%
MIP
717
Marietta Investment Partners
Wisconsin
$211K +$211K +5,360 New
1WA
718
180 Wealth Advisors
Washington
$207K +$207K +5,038 New
MCM
719
MAI Capital Management
Ohio
$206K +$206K +5,241 New
SC
720
SouthState Corp
Florida
$205K – – –
ERIC
721
Eagle Rock Investment Company
Georgia
$205K +$205K +5,000 New
CAM
722
Cozad Asset Management
Illinois
$205K +$205K +5,200 New
AWA
723
Aaron Wealth Advisors
Illinois
$204K +$204K +5,195 New
NICM
724
Neo Ivy Capital Management
New York
$204K +$113K +2,871 +125%
VAS
725
Vestmark Advisory Solutions
Massachusetts
$201K +$201K +5,119 New
27 28
29
30 31