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Halliburton
HAL

Overview Fund Activity

906 hedge funds and large institutions have $24.7B invested in Halliburton in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 324 reducing their positions, and 98 closing their positions.

Holders
906
Holders Change
-20
Holders Change %
-2.16%
% of All Funds
14.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
84
Increased
350
Reduced
324
Closed
98
Calls
$362M
Puts
$513M
Net Calls
-$151M
Net Calls Change
-$118M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.77B
2
Morgan Stanley
2
Morgan Stanley
New York
$623M
3
Boston Partners
3
Boston Partners
Massachusetts
$854M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$103M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$30.9M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$17.6M
2
OIAM
2
OFI Invest Asset Management
France
$25.6M
3
BlackRock
3
BlackRock
New York
$2.44B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$595M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$82.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
876
Valley National Advisers
Pennsylvania
$3K 83 – –
SIA
877
SkyView Investment Advisors
New Jersey
$3K 103 +43 +72%
Loomis, Sayles & Company
878
Loomis, Sayles & Company
Massachusetts
$3K 104 +104 New
BWM
879
BerganKDV Wealth Management
Minnesota
$2.57K 78 -119 -60%
CP
880
Castleview Partners
Texas
$2.57K 78 – –
KFS
881
Kelly Financial Services
Massachusetts
$2.18K 66 – –
HS
882
Horan Securities
United States
$2.05K 62 – –
CAL
883
Capital Advisors Ltd
Ohio
$2K 59 -68 -54%
BAM
884
Byrne Asset Management
New Jersey
$2K 52 – –
OAJ
885
Ogorek Anthony Joseph
New York
$2K 81 +81 New
HWP
886
Highline Wealth Partners
California
$1.91K 58 – –
M
887
MOTCO
Texas
$1.85K 56 +56 New
JGIA
888
Jackson Grant Investment Advisers
Connecticut
$1.78K 54 – –
BWP
889
Baldwin Wealth Partners
Massachusetts
$1.75K 53 -54 -50%
CCP
890
Cunning Capital Partners
North Carolina
– – -52,175 Closed
VCM
891
Versant Capital Management
Arizona
$1.72K 52 +52 New
NECFA
892
New England Capital Financial Advisors
Connecticut
$1.7K 52 +1 +2%
ARS
893
Adirondack Retirement Specialists
New York
$1.65K 50 – –
CWA
894
Carolina Wealth Advisors
South Carolina
$1.65K 50 – –
GA
895
GoalVest Advisory
New York
$1.35K 41 – –
BG
896
Bollard Group
Massachusetts
$1K 25 +25 New
FA
897
Fiduciary Alliance
South Carolina
$891 27 +27 New
NCM
898
Northwest Capital Management
Oregon
$825 25 +25 New
FMB
899
Field & Main Bank
Kentucky
$824 25 – –
SIS
900
Strategic Investment Solutions
Illinois
$750 25 – –
34 35
36
37 38