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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
OIAM
3
OFI Invest Asset Management
France
$291M
4
Bank of America
4
Bank of America
North Carolina
$260M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$439M

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 %
DI
901
Disciplined Investments
Oklahoma
$2.69K 85 -30 -26%
AAP
902
Arax Advisory Partners
Colorado
$2.6K 82 +82 New
CP
903
Castleview Partners
Texas
$2.47K 78 – –
CB
904
CNB Bank
Pennsylvania
$2.44K 77 – –
KFS
905
Kelly Financial Services
Massachusetts
$2.08K 66 +1 +2%
BONH
906
Bank of New Hampshire
New Hampshire
$2.06K 65 – –
BAM
907
Byrne Asset Management
New Jersey
$2K 52 +52 New
SIA
908
SkyView Investment Advisors
New Jersey
$2K 60 +60 New
ETC
909
Exchange Traded Concepts
Oklahoma
$1.96K 62 -11 -15%
HS
910
Horan Securities
United States
$1.96K 62 – –
BCMLT
911
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.9K 60 – –
HWP
912
Highline Wealth Partners
California
$1.84K 58 – –
JGIA
913
Jackson Grant Investment Advisers
Connecticut
$1.71K 54 +54 New
CWM
914
Compass Wealth Management
Connecticut
$1.68K 53 – –
ARS
915
Adirondack Retirement Specialists
New York
$1.66K 50 +50 New
NECFA
916
New England Capital Financial Advisors
Connecticut
$1.62K 51 – –
CWA
917
Carolina Wealth Advisors
South Carolina
$1.58K 50 – –
GA
918
GoalVest Advisory
New York
$1.3K 41 – –
TC
919
Truvestments Capital
Florida
$1.08K 34 +34 New
PCM
920
Penserra Capital Management
California
$1K 50 -19,781 -100%
SIS
921
Strategic Investment Solutions
Illinois
$791 25 +25 New
FMB
922
Field & Main Bank
Kentucky
$790 25 -641 -96%
TWD
923
True Wealth Design
Ohio
$665 21 – –
TWP
924
TFO Wealth Partners
Ohio
$506 16 +15 +1,500%
FGAM
925
Financial Gravity Asset Management
Texas
$275 32 +32 New
35 36
37
38 39