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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 %
LOIP
801
Live Oak Investment Partners
Texas
$34.2K -$42.5K – –
MWM
802
Mascoma Wealth Management
New Hampshire
$33K – – –
GFL
803
Granite FO LLC
New Hampshire
$32.8K +$32.8K +1,000 New
CA
804
Clearstead Advisors
Ohio
$31.9K +$1.42K +45 +5%
NL
805
NVWM LLC
Pennsylvania
$31.6K – – –
ZB
806
Zions Bancorporation
Utah
$31.2K -$1.9K -60 -6%
KTC
807
Kistler-Tiffany Companies
Pennsylvania
$30.9K +$95 +3 +0.3%
PP
808
PrairieView Partners
Minnesota
$30K +$127 +4 +0.4%
HI
809
Harbour Investments
Wisconsin
$29.5K +$3.16K +100 +12%
CSB
810
City State Bank
Iowa
$29K – – –
TFA
811
Toth Financial Advisory
Virginia
$28.8K -$184K -5,815 -86%
Credit Agricole
812
Credit Agricole
France
$28.5K -$1.37M -43,294 -98%
BCWM
813
Bartlett & Co Wealth Management
Ohio
$28.5K – – –
BC
814
Bartlett & Co
Ohio
$28K – – –
CMP
815
Coston McIsaac & Partners
Maine
$28K – – –
SCM
816
Silvant Capital Management
Georgia
$26.5K – – –
HCM
817
Hollencrest Capital Management
California
$26.1K -$31.6K -1,000 -55%
LIA
818
Luken Investment Analytics
Tennessee
$25.3K – – –
WAM
819
WFA Asset Management
Wisconsin
$25.3K +$25.3K +800 New
ME
820
McIlrath & Eck
Washington
$24.6K +$63 +2 +0.3%
WAM
821
Worth Asset Management
Texas
$23.7K +$2.22K +70 +10%
SHIM
822
Stone House Investment Management
Pennsylvania
$23.7K +$23.7K +750 New
FFC
823
First Financial Corp
Indiana
$22.1K – – –
FPB
824
First PREMIER Bank
South Dakota
$22K – – –
FFA
825
Farther Finance Advisors
California
$20.7K +$475 +15 +2%
31 32
33
34 35