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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 %
BSB
876
Bangor Savings Bank
Maine
$6.3K 199 – –
CWP
877
Concord Wealth Partners
Virginia
$6.23K 197 +23 +13%
BWM
878
BerganKDV Wealth Management
Minnesota
$6.23K 197 +25 +15%
AF
879
Advisornet Financial
Minnesota
$6.2K 196 -120 -38%
LB
880
Legacy Bridge
Iowa
$6.01K 190 – –
SC
881
Schubert & Co
Texas
$5.51K 174 -10 -5%
TFP
882
Tilia Fiduciary Partners
North Carolina
$5.44K 172 +1 +0.6%
KFI
883
Key Financial Inc
Pennsylvania
$5.19K 164 +50 +44%
BFEC
884
Benjamin F. Edwards & Company
Missouri
$5K 154 – –
Commonwealth Equity Services
885
Commonwealth Equity Services
Massachusetts
$4.64K 146,701 +20,780 +17%
SIC
886
SJS Investment Consulting
Ohio
$4.08K 129 +23 +22%
CAL
887
Capital Advisors Ltd
Ohio
$4K 127 +97 +323%
HGERS
888
Householder Group Estate & Retirement Specialist
Arizona
$4K 140 +140 New
FWA
889
FSC Wealth Advisors
New York
$3.92K 124 +124 New
TCM
890
Tradewinds Capital Management
Washington
$3.72K 118 +1 +0.9%
SWA
891
SOA Wealth Advisors
New York
$3.48K 110 – –
BWP
892
Baldwin Wealth Partners
Massachusetts
$3.39K 107 – –
CTC
893
Central Trust Company
Missouri
$3.16K 100 – –
AFG
894
Albion Financial Group
Utah
$3.16K 100 – –
CM
895
Cornerstone Management
Georgia
$3.16K 100 – –
GCM
896
Gables Capital Management
Florida
$3.16K 100 – –
TFGT
897
TS Financial Group (TSFG)
Illinois
$3K 80 -50 -38%
VNA
898
Valley National Advisers
Pennsylvania
$3K 83 – –
CPA
899
Cowen Prime Advisors
New York
$3K 100 – –
AWM
900
Abound Wealth Management
Tennessee
$2.79K 88 – –
34 35
36
37 38