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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 %
GRP
751
Global Retirement Partners
California
$110K +$25.4K +646 +30%
AWM
752
Align Wealth Management
Oklahoma
$110K +$110K +4,461 New
BBHC
753
Brown Brothers Harriman & Co
New York
$110K +$51.9K +1,318 +90%
CFFP
754
Center for Financial Planning
Michigan
$102K +$18.8K +479 +23%
CA
755
CoreCap Advisors
Michigan
$97.2K +$97.2K +2,470 New
GIA
756
GHP Investment Advisors
Colorado
$95.1K +$29.5K +750 +45%
GJIA
757
Glass Jacobson Investment Advisors
Maryland
$93.5K +$93.5K +2,377 New
MCC
758
Money Concepts Capital
Florida
$93.5K +$93.5K +2,377 New
TCOV
759
Trust Company of Vermont
Vermont
$91.4K +$2.68K +68 +3%
IRC
760
Investors Research Corp
Georgia
$87.4K – – –
DIP
761
DT Investment Partners
Pennsylvania
$87.4K – – –
FWM
762
Focused Wealth Management
New York
$84.2K – – –
PCA
763
Providence Capital Advisors
North Carolina
$83.6K -$24.6K -625 -23%
AWM
764
Avondale Wealth Management
Texas
$82.6K – – –
CC
765
Centiva Capital
New York
$80.5K -$347K -8,823 -81%
CB
766
Centennial Bank
Arkansas
$78.7K +$78.7K +2,000 New
SGC
767
Slocum, Gordon & Co
Rhode Island
$78.7K +$78.7K +2,000 New
PFBT
768
Parkside Financial Bank & Trust
Missouri
$77.8K +$4.53K +115 +6%
OIA
769
Optimum Investment Advisors
Illinois
$76K – – –
PA
770
PSI Advisors
Florida
$75.3K -$354 -9 -0.5%
OWA
771
One Wealth Advisors
California
$73.1K +$73.1K +1,858 New
HCM
772
Hollencrest Capital Management
California
$71.8K +$71.8K +1,825 New
NFSG
773
Newbridge Financial Services Group
Florida
$71.3K -$3.82K -97 -5%
MCM
774
Manchester Capital Management
Vermont
$69.8K – – –
CFGS
775
Concourse Financial Group Securities
Alabama
$68K +$14.8K +376 +28%
29 30
31
32 33