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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 %
MWM
851
Mascoma Wealth Management
New Hampshire
$39.7K – – –
SGC
852
Slocum, Gordon & Co
Rhode Island
$39.4K -$39.4K -1,000 -50%
PGAM
853
Princeton Global Asset Management
New Jersey
$39.4K – – –
FUBT
854
First United Bank & Trust
Maryland
$39.4K – – –
DMBA
855
Deseret Mutual Benefit Administrators
Utah
$39.3K – – –
OAJ
856
Ogorek Anthony Joseph
New York
$39K +$155 +4 +0.4%
CSB
857
City State Bank
Iowa
$38K +$2.09K +53 +6%
TSWM
858
Tyler-Stone Wealth Management
Ohio
$37.7K +$79 +2 +0.2%
Acadian Asset Management
859
Acadian Asset Management
Massachusetts
$37K -$88K -2,285 -70%
PP
860
PrairieView Partners
Minnesota
$37K +$159 +4 +0.4%
FFC
861
First Financial Corp
Indiana
$35.6K -$44.7K -1,134 -56%
ZB
862
Zions Bancorporation
Utah
$35.4K -$3.67K -93 -9%
CMP
863
Coston McIsaac & Partners
Maine
$35K – – –
CFGS
864
Concourse Financial Group Securities
Alabama
$34.2K -$828 -21 -2%
NFSG
865
Newbridge Financial Services Group
Florida
$33.8K -$6.54K -166 -16%
SCM
866
Silvant Capital Management
Georgia
$33.1K – – –
B
867
Birchbrook
Maine
$31.5K – – –
LIA
868
Luken Investment Analytics
Tennessee
$31.5K – – –
HCM
869
Hollencrest Capital Management
California
$31.5K – – –
GFL
870
Granite FO LLC
New Hampshire
$31K – – –
IWP
871
IAG Wealth Partners
Wisconsin
$30.2K +$30.2K +766 New
RA
872
Rise Advisors
New York
$26.3K +$26.3K +667 New
MFA
873
McClarren Financial Advisors
Pennsylvania
$25K +$119 +3 +0.5%
MCM
874
MV Capital Management
Maryland
$24.9K -$670 -17 -3%
TC
875
Trust Company
Kansas
$24.2K -$2.09K -53 -8%
33 34
35
36 37