HAL icon

Halliburton
HAL

Overview Fund Activity

906 hedge funds and large institutions have $24.7B invested in Halliburton in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 324 reducing their positions, and 98 closing their positions.

Holders
906
Holders Change
-20
Holders Change %
-2.16%
% of All Funds
14.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
84
Increased
350
Reduced
324
Closed
98
Calls
$362M
Puts
$513M
Net Calls
-$151M
Net Calls Change
-$118M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.77B
2
Morgan Stanley
2
Morgan Stanley
New York
$623M
3
Boston Partners
3
Boston Partners
Massachusetts
$854M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$103M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$30.9M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$17.6M
2
OIAM
2
OFI Invest Asset Management
France
$25.6M
3
BlackRock
3
BlackRock
New York
$2.44B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$595M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$82.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TCWA
701
Ten Capital Wealth Advisors
Washington
$142K 4,305 +305 +8%
HIA
702
Harbor Investment Advisory
Maryland
$124K 3,771 – –
SCA
703
Stonebridge Capital Advisors
Minnesota
$122K 3,700 – –
AA
704
Alta Advisers
United Kingdom
$115K 3,500 – –
OP
705
ORG Partners
Indiana
$114K 3,425 +3,425 New
WAM
706
Westport Asset Management
Connecticut
$114K 3,444 – –
TFA
707
Transamerica Financial Advisors
Florida
$113K 3,402 +3,402 New
Skandinaviska Enskilda Banken (SEB)
708
Skandinaviska Enskilda Banken (SEB)
Sweden
$111K 3,366 -872 -21%
GCM
709
Goldstream Capital Management
Hong Kong
$110K 3,346 +1,192 +55%
TH
710
TCTC Holdings
Texas
$109K 3,300 – –
SC
711
SouthState Corp
Florida
$109K 3,289 -581 -15%
RFA
712
Resurgent Financial Advisors
Georgia
$107K 3,247 +66 +2%
WB
713
Webster Bank
Connecticut
$106K 3,200 – –
CT
714
Cambridge Trust
Massachusetts
$103K 3,107 -273 -8%
SOAMC
715
Spirit of America Management Corp
New York
$99K 3,000 -1,000 -25%
UB
716
UMB Bank
Missouri
$96.6K 2,927 – –
O
717
Ossiam
France
$94.5K 2,864 +776 +37%
PPWM
718
PFG Private Wealth Management
Florida
$94.1K 2,852 +10 +0.4%
MCM
719
Manchester Capital Management
Vermont
$92.3K 2,797 +557 +25%
LC
720
Lindbrook Capital
California
$91.2K 2,764 +825 +43%
WT
721
Washington Trust
Rhode Island
$90.7K 2,750 – –
DIP
722
DT Investment Partners
Pennsylvania
$87.2K 2,221 – –
QC
723
Quent Capital
New York
$83.4K 2,528 +179 +8%
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$82.1K 2,488 +1,006 +68%
PPC
725
Park Place Capital
Alabama
$81.8K 2,481 +1,069 +76%
27 28
29
30 31