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Halliburton
HAL

Overview Fund Activity

951 hedge funds and large institutions have $30.7B invested in Halliburton in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 311 increasing their positions, 359 reducing their positions, and 71 closing their positions.

Holders
951
Holders Change
+45
Holders Change %
+4.97%
% of All Funds
15.17%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.19%
New
127
Increased
311
Reduced
359
Closed
71
Calls
$487M
Puts
$612M
Net Calls
-$124M
Net Calls Change
+$26.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.47B
2
Capital World Investors
2
Capital World Investors
California
$4.9B
3
Bessemer Group
3
Bessemer Group
New Jersey
$118M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$113M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$638M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$594M
3
Boston Partners
3
Boston Partners
Massachusetts
$876M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$144M
5
Millennium Management
5
Millennium Management
New York
$8.52M
Name Market Value Shares Shares
Change 		Shares
Change %
PPWM
826
PFG Private Wealth Management
Florida
$45.2K 1,115 -1,737 -61%
IPW
827
Impact Partnership Wealth
Georgia
$44.6K 1,100 +1,100 New
FMII
828
Farmers & Merchants Investments Inc
Nebraska
$44.1K 1,089 – –
LOIP
829
Live Oak Investment Partners
Texas
– – – –
GWS
830
Glassman Wealth Services
Virginia
$43.6K 1,077 +44 +4%
HI
831
Harbour Investments
Wisconsin
$42.7K 1,053 +86 +9%
TWM
832
Tradition Wealth Management
Minnesota
$42K 1,031 +5 +0.5%
TC
833
Trust Company
Kansas
$40.9K 1,009 -10,811 -91%
IUHSA
834
Itau Unibanco Holding S.A.
Brazil
$40.7K 1,005 -590 -37%
GFL
835
Granite FO LLC
New Hampshire
$40.5K 1,000 – –
ZB
836
Zions Bancorporation
Utah
$40.1K 991 – –
OAJ
837
Ogorek Anthony Joseph
New York
$40K 1,000 +919 +1,135%
TSWM
838
Tyler-Stone Wealth Management
Ohio
$39K 951 +2 +0.2%
PP
839
PrairieView Partners
Minnesota
$37K 923 -30 -3%
CSB
840
City State Bank
Iowa
$37K 912 – –
CMP
841
Coston McIsaac & Partners
Maine
$36K 893 – –
AA
842
Ancora Advisors
Ohio
$35.7K 881 +719 +444%
BCMLT
843
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.1K 1,065 – –
SFCL
844
Strengthening Families & Communities LLC
Massachusetts
$35K 853 +3 +0.4%
KFP
845
KB Financial Partners
New Jersey
$34K 847 -456 -35%
SCM
846
Silvant Capital Management
Georgia
$34K 839 – –
CFGS
847
Concourse Financial Group Securities
Alabama
$32.6K 805 -642 -44%
HCM
848
Hollencrest Capital Management
California
$32.4K 800 – –
LIA
849
Luken Investment Analytics
Tennessee
$32.4K 800 – –
SWA
850
Sutton Wealth Advisors
Florida
$31.1K 767 +129 +20%
32 33
34
35 36