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Halliburton
HAL

Overview Fund Activity

983 hedge funds and large institutions have $30.2B invested in Halliburton in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 348 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
-12
Holders Change %
-1.21%
% of All Funds
14.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
92
Increased
380
Reduced
348
Closed
92
Calls
$391M
Puts
$761M
Net Calls
-$369M
Net Calls Change
-$79.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.41B
2
BlackRock
BlackRock
New York
$2.94B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.95B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$539M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$259M
3
Boston Partners
Boston Partners
Massachusetts
$406M
4
EAM
Eagle Asset Management
Florida
$821K
5
TC
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
801
Investors Research Corp
Georgia
$87.6K – – –
DIP
802
DT Investment Partners
Pennsylvania
$87.6K – – –
PFBT
803
Parkside Financial Bank & Trust
Missouri
$85.5K -$1.93K -49 -2%
ME
804
McIlrath & Eck
Washington
$83.8K +$58.6K +1,486 +232%
PCA
805
Providence Capital Advisors
North Carolina
$83.8K – – –
TCM
806
Tradewinds Capital Management
Washington
$83.6K +$78.9K +2,001 +1,682%
BCM
807
Blume Capital Management
California
$82.8K -$11.8K -300 -13%
AWM
808
Avondale Wealth Management
Texas
$82.8K – – –
TPCW
809
TD Private Client Wealth
New York
$80.7K -$357K -9,060 -82%
TCG
810
Transcendent Capital Group
Oklahoma
$79.5K +$197 +5 +0.2%
WOC
811
West Oak Capital
California
$79K – – –
CB
812
Centennial Bank
Arkansas
$78.8K – – –
S
813
Sachetta
Massachusetts
$78.8K – – –
OIA
814
Optimum Investment Advisors
Illinois
$76.1K – – –
PA
815
PSI Advisors
Florida
$71.9K +$237 +6 +0.3%
SL
816
Salomon & Ludwin
Virginia
$71.4K +$315 +8 +0.4%
MHR
817
Matthew Hamilton Rosenberg
$71.3K – – –
BBHC
818
Brown Brothers Harriman & Co
New York
$67.2K +$4.65K +118 +7%
CIA
819
Cape Investment Advisory
Georgia
$64.7K -$1.38K -35 -2%
CFO
820
CVA Family Office
Colorado
$63.3K +$552 +14 +0.9%
MA
821
Montag & Associates
Georgia
$60.2K – – –
CA
822
Clearstead Advisors
Ohio
$59.4K -$7.54K -202 -11%
KLWA
823
Kelly Lawrence W & Associates
California
$59.3K – – –
ATC
824
Advantage Trust Company
Kansas
$59.1K – – –
Jones Financial Companies
825
Jones Financial Companies
Missouri
$58.3K +$55.5K +1,408 +1,983%
31 32
33
34 35