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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 %
AFT
701
Alpha Family Trust
California
$244K +$244K +6,030 New
FT
702
Fiduciary Trust
Massachusetts
$243K +$243K +5,999 New
EFS
703
Essex Financial Services
Connecticut
$240K +$240K +5,938 New
GW
704
GW & Wade
Massachusetts
$239K +$239K +5,913 New
FSA
705
Financial Sense Advisors
California
$238K +$238K +5,883 New
PA
706
Parallel Advisors
California
$238K +$7.74K +191 +3%
JSL
707
JT Stratford LLC
Georgia
$235K +$235K +5,814 New
PFP
708
Pinnacle Financial Partners
Tennessee
$231K -$100K -2,472 -30%
PMFA
709
Plante Moran Financial Advisors
Michigan
$231K -$11.5K -285 -5%
IGGA
710
Iron Gate Global Advisors
Utah
$230K +$230K +5,511 New
EH
711
Equitable Holdings
New York
$230K +$230K +5,684 New
PA
712
Pinnacle Associates
New York
$229K +$229K +5,659 New
ANBT
713
American National Bank & Trust
Texas
$228K +$139K +3,428 +155%
CBT
714
CoreFirst Bank & Trust
Kansas
$228K – – –
PCM
715
Parsons Capital Management
Rhode Island
$226K +$226K +5,570 New
ACM
716
Advance Capital Management
Michigan
$225K +$225K +5,558 New
ACA
717
Aptus Capital Advisors
Alabama
$225K +$225K +5,551 New
HIS
718
Harvest Investment Services
Illinois
$225K +$225K +5,550 New
GWM
719
Geneos Wealth Management
Colorado
$224K +$44.6K +1,102 +25%
QT
720
Quantamental Technologies
New York
$223K -$798K -19,696 -78%
PTC
721
Petrus Trust Company
Texas
$223K -$73.2K -1,808 -25%
ET
722
Equitable Trust
Tennessee
$221K +$221K +5,463 New
BTWM
723
Baker Tilly Wealth Management
Wisconsin
$218K -$108K -2,667 -33%
CT
724
Clearstead Trust
Maine
$218K +$16K +394 +8%
MIP
725
Marietta Investment Partners
Wisconsin
$217K +$217K +5,360 New
27 28
29
30 31