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Halliburton
HAL

Overview Fund Activity

926 hedge funds and large institutions have $24.2B invested in Halliburton in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 356 increasing their positions, 305 reducing their positions, and 112 closing their positions.

Holders
926
Holders Change
-12
Holders Change %
-1.28%
% of All Funds
14.82%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.11%
New
122
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 Market Value Shares Shares
Change 		Shares
Change %
CCA
851
Column Capital Advisors
Indiana
$12.7K 400 – –
CFD
852
Creative Financial Designs
Indiana
$12K 380 – –
FNBOSM
853
First National Bank of South Miami
Florida
$12K 380 – –
WTC
854
WhitTier Trust Company
Nevada
$11.9K 375 +345 +1,150%
GI
855
Gradient Investments
Minnesota
$10.9K 346 – –
CBT
856
Central Bank & Trust
Kentucky
$10.2K 322 -19 -6%
FMP
857
Financial Management Professionals
Texas
$10K 317 – –
TWM
858
Tradition Wealth Management
Minnesota
$10K 320 +320 New
RWPA
859
Richard W. Paul & Associates
Michigan
$9.49K 300 – –
DAM
860
Delta Asset Management
Tennessee
$9.49K 300 – –
RFG
861
RFP Financial Group
Georgia
$8.67K 274 – –
BIA
862
Bell Investment Advisors
California
$8.51K 269 +29 +12%
AA
863
Ancora Advisors
Ohio
$8.29K 262 +100 +62%
MTIC
864
Missouri Trust & Investment Company
Missouri
$7.91K 250 +250 New
KM
865
Kalos Management
Georgia
$7.71K 244 +244 New
TAM
866
Tucker Asset Management
Colorado
$7.66K 242 – –
SIC
867
Salem Investment Counselors
North Carolina
$7.34K 232 – –
TF
868
Tompkins Financial
New York
$7.21K 228 – –
EBA
869
Eagle Bay Advisors
New York
$7.15K 226 -36 -14%
TAIM
870
TD Ameritrade Investment Management
Nebraska
$7K 206 -14 -6%
MFT
871
Moisand Fitzgerald Tamayo
Florida
$6.65K 210 -50 -19%
AWM
872
Avior Wealth Management
Nebraska
$6.39K 202 +70 +53%
PP
873
PFS Partners
New Jersey
$6.33K 200 – –
HCP
874
Hexagon Capital Partners
Arkansas
$6.33K 200 – –
HWM
875
HighMark Wealth Management
Minnesota
$6.3K 199 -2 -1%
33 34
35
36 37