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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 %
PTC
701
Petrus Trust Company
Texas
$210K +$210K +6,624 New
AC
702
Avestar Capital
New York
$209K -$48.5K -1,533 -19%
OIA
703
OneDigital Investment Advisors
Kansas
$209K +$209K +6,592 New
NB
704
Nicolet Bankshares
Wisconsin
$206K +$621 +49 +0.3%
CC
705
Chicago Capital
Illinois
$205K – – –
RG
706
Rathbones Group
United Kingdom
$205K -$144K -4,555 -41%
GIM
707
Grassi Investment Management
California
$202K +$202K +6,400 New
OA
708
Oxbow Advisors
Texas
$201K – – –
CBT
709
CoreFirst Bank & Trust
Kansas
$195K – – –
IGWM
710
ICA Group Wealth Management
Colorado
$190K – – –
SIM
711
Sentry Investment Management
Wisconsin
$190K – – –
QCG
712
Quadrant Capital Group
Ohio
$184K +$27.6K +873 +18%
PMFA
713
Plante Moran Financial Advisors
Michigan
$180K – – –
CFB
714
Cullen/Frost Bankers
Texas
$173K +$3.26K +103 +2%
SS
715
Sunbelt Securities
Texas
$172K +$5K +161 +3%
CFFP
716
Center for Financial Planning
Michigan
$167K +$85.2K +2,693 +104%
PA
717
Parallel Advisors
California
$162K -$10.4K -329 -6%
CT
718
Clearstead Trust
Maine
$158K – – –
WT
719
Whittier Trust
California
$158K – – –
1832 Asset Management
720
1832 Asset Management
Ontario, Canada
$157K +$142K +4,500 +947%
Bank Julius Baer & Co
721
Bank Julius Baer & Co
Switzerland
$155K -$979 -31 -0.6%
TWA
722
TCI Wealth Advisors
Arizona
$140K +$3.89K +123 +3%
SOW
723
State of Wyoming
Wyoming
$138K -$62.1K -1,964 -31%
Skandinaviska Enskilda Banken (SEB)
724
Skandinaviska Enskilda Banken (SEB)
Sweden
$134K +$25.5K +805 +23%
GWM
725
Geneos Wealth Management
Colorado
$132K -$39.8K -1,257 -23%
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29
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