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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 %
IUHSA
726
Itau Unibanco Holding S.A.
Brazil
$197K -$119K -3,058 -38%
TCWA
727
Ten Capital Wealth Advisors
Washington
$197K – – –
WT
728
Whittier Trust
California
$197K -$2.09K -53 -1%
CT
729
Clearstead Trust
Maine
$196K – – –
QCG
730
Quadrant Capital Group
Ohio
$195K +$28.3K +719 +17%
Bank Julius Baer & Co
731
Bank Julius Baer & Co
Switzerland
$194K +$550 +14 +0.3%
LC
732
Lindbrook Capital
California
$193K +$130K +3,307 +205%
SCA
733
Stonebridge Capital Advisors
Minnesota
$189K -$11.8K -300 -6%
MA
734
MCF Advisors
Kentucky
$184K +$3.38K +86 +2%
MAM
735
Meeder Asset Management
Ohio
$171K -$845K -21,464 -83%
TWA
736
TCI Wealth Advisors
Arizona
$170K -$2.6K -66 -2%
UB
737
UMB Bank
Missouri
$169K +$98K +2,500 +138%
RFA
738
Resurgent Financial Advisors
Georgia
$160K +$160K +4,071 New
SOAMC
739
Spirit of America Management Corp
New York
$157K – – –
HIA
740
Harbor Investment Advisory
Maryland
$149K – – –
AA
741
Alta Advisers
United Kingdom
$138K – – –
WAM
742
Westport Asset Management
Connecticut
$136K – – –
Skandinaviska Enskilda Banken (SEB)
743
Skandinaviska Enskilda Banken (SEB)
Sweden
$135K -$20.2K -514 -13%
PTC
744
Private Trust Company
Ohio
$135K +$2.24K +57 +2%
CT
745
Cambridge Trust
Massachusetts
$135K +$5.45K +138 +4%
TH
746
TCTC Holdings
Texas
$130K – – –
WB
747
Webster Bank
Connecticut
$126K – – –
WT
748
Washington Trust
Rhode Island
$124K +$51.2K +1,300 +70%
SWM
749
Spire Wealth Management
Virginia
$122K -$217K -5,498 -64%
PPWM
750
PFG Private Wealth Management
Florida
$119K -$1.73K -44 -1%
28 29
30
31 32