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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$776M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$386M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
DZ Bank
4
DZ Bank
Germany
$375M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
776
Livforsakringsbolaget Skandia
Sweden
$51K – – –
LF
777
Lee Financial
Texas
$50.8K +$1.84K +58 +4%
NFSG
778
Newbridge Financial Services Group
Florida
$50.8K -$6.58K -208 -11%
MHR
779
Matthew Hamilton Rosenberg
$49.9K – – –
KLWA
780
Kelly Lawrence W & Associates
California
$47.6K – – –
CFO
781
CVA Family Office
Colorado
$47K -$854 -27 -2%
MPWT
782
MassMutual Private Wealth & Trust
Connecticut
$46.9K +$19.4K +614 +71%
VWM
783
Venturi Wealth Management
Texas
$45.4K +$45.4K +1,435 New
PPC
784
Park Place Capital
Alabama
$44.7K +$22.8K +721 +104%
MAM
785
Meeder Asset Management
Ohio
$43.7K -$94.1K -2,975 -68%
PWMG
786
Prestige Wealth Management Group
New Jersey
$42.9K +$411 +13 +1%
DMBA
787
Deseret Mutual Benefit Administrators
Utah
$41.9K – – –
AF
788
Allworth Financial
California
$41.9K -$285 -9 -0.7%
BFPW
789
BOK Financial Private Wealth
Colorado
$41.5K +$1.42K +45 +4%
SSB
790
Sandy Spring Bank
Maryland
$41.3K +$35K +1,105 +553%
C
791
Covestor
United Kingdom
$41K +$5.22K +163 +15%
MA
792
Montag & Associates
Georgia
$40.4K – – –
BWL
793
Bogart Wealth LLC
Virginia
$38.1K -$664 -21 -2%
WWP
794
WR Wealth Planners
Missouri
$36.6K +$30.2K +956 +478%
CWM
795
Cranbrook Wealth Management
Michigan
$35.9K +$190 +6 +0.5%
AA
796
Addison Advisors
Vermont
$35.6K -$2.09K -66 -6%
KFP
797
KB Financial Partners
New Jersey
$35K +$23.3K +744 +199%
FMII
798
Farmers & Merchants Investments Inc
Nebraska
$34.5K – – –
QL
799
Quarry LP
New York
$34.4K +$34.4K +1,086 New
GWS
800
Glassman Wealth Services
Virginia
$34.3K -$221 -7 -0.6%
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32
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