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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 %
MCWA
751
Meadow Creek Wealth Advisors
Georgia
$203K +$203K +5,625 New
ACM
752
Advance Capital Management
Michigan
$202K +$868 +24 +0.4%
HIS
753
Harvest Investment Services
Illinois
$201K – – –
NICM
754
Neo Ivy Capital Management
New York
$200K +$200K +5,533 New
SOW
755
State of Wyoming
Wyoming
$198K +$22.7K +628 +13%
CFFP
756
Center for Financial Planning
Michigan
$195K +$1.88K +52 +1%
MA
757
MCF Advisors
Kentucky
$182K +$14.6K +405 +9%
ANBT
758
American National Bank & Trust
Texas
$182K -$22.2K -615 -11%
CT
759
Clearstead Trust
Maine
$181K -$14.2K -394 -7%
WT
760
Whittier Trust
California
$179K -$7.3K -202 -4%
RMC
761
Resources Management Corp
Connecticut
$177K -$7.22K -200 -4%
SIM
762
Sentry Investment Management
Wisconsin
$169K -$18.1K -501 -10%
GWM
763
Geneos Wealth Management
Colorado
$165K -$35.1K -972 -18%
OP
764
ORG Partners
Indiana
$153K +$34K +941 +29%
MCM
765
Manchester Capital Management
Vermont
$151K +$44.8K +1,239 +42%
PCM
766
Penserra Capital Management
California
$149K -$403K -11,190 -73%
CCM
767
CAAS Capital Management
New York
$148K +$148K +4,100 New
IGWM
768
ICA Group Wealth Management
Colorado
$148K +$148K +4,085 New
IA
769
IFP Advisors
Florida
$143K -$316K -8,737 -69%
LC
770
Lindbrook Capital
California
$137K +$3.72K +103 +3%
HIA
771
Harbor Investment Advisory
Maryland
$136K -$615 -17 -0.5%
PP
772
Pingora Partners
Wyoming
$130K +$130K +3,600 New
AA
773
Alta Advisers
United Kingdom
$127K – – –
RAM
774
Readystate Asset Management
Illinois
$125K +$125K +3,456 New
LS
775
Livforsakringsbolaget Skandia
Sweden
$125K +$66.3K +1,835 +114%
29 30
31
32 33