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Halliburton
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Overview Fund Activity

927 hedge funds and large institutions have $24.2B invested in Halliburton in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 356 increasing their positions, 305 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-11
Holders Change %
-1.17%
% of All Funds
14.84%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.11%
New
123
Increased
356
Reduced
305
Closed
112
Calls
$344M
Puts
$377M
Net Calls
-$32.8M
Net Calls Change
-$118M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.46B
2
Boston Partners
Boston Partners
Massachusetts
$780M
3
Bank of America
Bank of America
North Carolina
$260M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$439M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$776M
2
Capital Research Global Investors
Capital Research Global Investors
California
$386M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
DZ Bank
DZ Bank
Germany
$375M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
751
Manchester Capital Management
Vermont
$70.9K +$14.7K +465 +26%
IRC
752
Investors Research Corp
Georgia
$70.3K – – –
ANBT
753
American National Bank & Trust
Texas
$69.9K +$19.5K +615 +39%
PFBT
754
Parkside Financial Bank & Trust
Missouri
$68.9K +$6.42K +203 +10%
GCM
755
Goldstream Capital Management
Hong Kong
$68.2K +$68.2K +2,154 New
FWM
756
Focused Wealth Management
New York
$67.7K – – –
PCA
757
Providence Capital Advisors
North Carolina
$67.2K – – –
AWM
758
Avondale Wealth Management
Texas
$66.4K – – –
O
759
Ossiam
France
$66.1K +$46.2K +1,459 +232%
GWSG
760
GPS Wealth Strategies Group
Colorado
$65.5K +$65.5K +2,070 New
CMBA
761
C.M. Bidwell & Associates
Hawaii
$64.5K +$64.5K +2,040 New
CIA
762
Cape Investment Advisory
Georgia
$64.3K +$64.3K +2,031 New
TCOV
763
Trust Company of Vermont
Vermont
$64.2K -$9.24K -292 -13%
CB
764
Centennial Bank
Arkansas
$63.3K – – –
SGC
765
Slocum, Gordon & Co
Rhode Island
$63.3K – – –
WOC
766
West Oak Capital
California
$63.3K +$11.1K +350 +21%
HFM
767
Harvest Fund Management
China
$62K -$167K -5,268 -73%
AIP
768
Ahrens Investment Partners
Louisiana
$61.6K +$61.6K +1,948 New
LC
769
Lindbrook Capital
California
$61.4K -$94.2K -2,978 -61%
OIA
770
Optimum Investment Advisors
Illinois
$61.1K – – –
PA
771
PSI Advisors
Florida
$60.8K +$190 +6 +0.3%
IUHSA
772
Itau Unibanco Holding S.A.
Brazil
$57.7K -$103K -3,243 -64%
CFGS
773
Concourse Financial Group Securities
Alabama
$57.1K +$2.47K +78 +5%
BCM
774
Blume Capital Management
California
$57K +$6.33K +200 +13%
SSG
775
Summit Securities Group
New York
$56K -$214K -6,776 -79%
29 30
31
32 33