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Halliburton
HAL

Overview Fund Activity

995 hedge funds and large institutions have $27.9B invested in Halliburton in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 348 increasing their positions, 350 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+44
Holders Change %
+4.63%
% of All Funds
14.59%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.07%
New
149
Increased
348
Reduced
350
Closed
93
Calls
$351M
Puts
$640M
Net Calls
-$290M
Net Calls Change
-$165M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$478M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$205M
3
Barclays
Barclays
United Kingdom
+$69.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$67.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$56.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$194M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$182M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$99.6M
4
State Street
State Street
Massachusetts
-$90.3M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
726
HBW Advisory Services
California
$235K -$186K -5,132 -44%
CC
727
Chicago Capital
Illinois
$235K – – –
SCM
728
Shelton Capital Management
Colorado
$234K -$25.2K -698 -10%
WAM
729
Weatherly Asset Management
California
$233K -$45.8K -1,266 -16%
OA
730
Oxbow Advisors
Texas
$230K – – –
DI
731
Diligent Investors
California
$230K -$3.54K -98 -2%
MMPW
732
Mitchell McLeod Pugh & Williams
Alabama
$228K – – –
CIA
733
Capital Investment Advisors
Georgia
$225K -$4.56K -126 -2%
PTC
734
Private Trust Company
Ohio
$225K -$26.3K -728 -10%
SIC
735
Samalin Investment Counsel
New York
$224K -$795 -22 -0.4%
CI
736
Conning Inc
Connecticut
$223K -$2.17K -60 -1%
WIA
737
Wetzel Investment Advisors
Indiana
$218K +$218K +6,040 New
AFT
738
Alpha Family Trust
California
$218K – – –
DT
739
Diversified Trust
Tennessee
$218K -$286K -7,901 -57%
NFG
740
Nations Financial Group
Iowa
$216K -$369K -10,197 -63%
MAM
741
Martingale Asset Management
Massachusetts
$216K +$216K +5,978 New
EFS
742
Essex Financial Services
Connecticut
$216K +$1.3K +36 +0.6%
JSL
743
JT Stratford LLC
Georgia
$215K +$4.34K +120 +2%
PFP
744
Pinnacle Financial Partners
Tennessee
$210K +$3.15K +87 +2%
PCM
745
Parsons Capital Management
Rhode Island
$209K +$8.1K +224 +4%
PA
746
Parallel Advisors
California
$209K -$3.4K -94 -2%
STA
747
Summit Trail Advisors
New York
$207K -$44.4K -1,227 -18%
PA
748
Procyon Advisors
Connecticut
$206K +$206K +5,685 New
FSA
749
Financial Sense Advisors
California
$205K -$8.13K -225 -4%
CBT
750
CoreFirst Bank & Trust
Kansas
$204K – – –
28 29
30
31 32