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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 %
CFFP
726
Center for Financial Planning
Michigan
$217K +$972 +24 +0.5%
CC
727
Corton Capital
Ontario, Canada
$216K +$216K +5,323 New
WDC
728
Woodward Diversified Capital
California
$215K +$215K +5,315 New
CA
729
CoreCap Advisors
Michigan
$215K +$215K +5,301 New
AWM
730
Angeles Wealth Management
California
$214K +$214K +5,285 New
SCP
731
Shorepoint Capital Partners
Massachusetts
$214K -$64.8K -1,600 -23%
SG
732
StoneX Group
New York
$214K +$214K +5,276 New
EFG
733
Everhart Financial Group
Ohio
$213K +$213K +5,253 New
KP
734
Keel Point
Alabama
$212K +$212K +5,246 New
ILI
735
Invesco LLC (Illinois)
Illinois
$211K +$211K +5,215 New
PCP
736
Proficio Capital Partners
Massachusetts
$210K +$210K +5,193 New
WT
737
Whittier Trust
California
$209K +$8.18K +202 +4%
SIM
738
Sentry Investment Management
Wisconsin
$209K -$34.3K -849 -14%
HW
739
Hancock Whitney
Mississippi
$209K +$209K +5,154 New
AWA
740
Aaron Wealth Advisors
Illinois
$208K +$208K +5,137 New
NP
741
NorthRock Partners
Minnesota
$208K +$208K +5,129 New
RMC
742
Resources Management Corp
Connecticut
$207K – – –
GHA
743
GW Henssler & Associates
Georgia
$204K -$262K -6,470 -56%
CCFCSB
744
Cape Cod Five Cents Savings Bank
Massachusetts
$204K +$204K +5,032 New
WA
745
Wealth Alliance
New York
$203K -$133K -3,278 -40%
CIAS
746
Capital Investment Advisory Services
North Carolina
$203K +$203K +5,014 New
QC
747
Quaero Capital
Switzerland
$203K +$203K +5,000 New
CAM
748
Cozad Asset Management
Illinois
$203K +$203K +5,000 New
HVIA
749
Hudson Valley Investment Advisors
New York
$201K +$201K +4,975 New
SOW
750
State of Wyoming
Wyoming
$197K -$79.3K -1,957 -29%
28 29
30
31 32