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Halliburton
HAL

Overview Fund Activity

994 hedge funds and large institutions have $27.9B invested in Halliburton in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 348 increasing their positions, 350 reducing their positions, and 93 closing their positions.

Holders
994
Holders Change
+43
Holders Change %
+4.52%
% of All Funds
14.57%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.07%
New
148
Increased
348
Reduced
350
Closed
93
Calls
$351M
Puts
$640M
Net Calls
-$290M
Net Calls Change
-$165M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.01B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.51B
3
Barclays
3
Barclays
United Kingdom
$154M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$76.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$285M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$588M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$456M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$1.56M
4
State Street
4
State Street
Massachusetts
$1.99B
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
901
BKM Wealth Management
Wisconsin
$12.6K 349 +349 New
AWM
902
Avior Wealth Management
Nebraska
$12.5K 347 -34 -9%
WTC
903
WhitTier Trust Company
Nevada
$12.5K 345 – –
BGAI
904
Bruce G. Allen Investments
Colorado
$11.2K 309 +309 New
SSB
905
Sandy Spring Bank
Maryland
$11K 305 -1,200 -80%
DAM
906
Delta Asset Management
Tennessee
$10.8K 300 – –
OPTFSNA
907
Old Point Trust & Financial Services N A
Virginia
$10.8K 300 +300 New
W
908
WealthCollab
Washington
$10.8K 298 +298 New
CBT
909
Central Bank & Trust
Kentucky
$10.5K 291 -5 -2%
PWA
910
Provenance Wealth Advisors
Florida
$10.1K 280 +230 +460%
SIS
911
Sound Income Strategies
Florida
$9.8K 271 – –
CWC
912
Carolinas Wealth Consulting
North Carolina
$9.76K 270 – –
MTIC
913
Missouri Trust & Investment Company
Missouri
$9.04K 250 – –
GCM
914
Gables Capital Management
Florida
$9.04K 250 +150 +150%
TAM
915
Tucker Asset Management
Colorado
$8.75K 242 – –
KA
916
Kozak & Associates
Colorado
$8.65K 258 +258 New
EBA
917
Eagle Bay Advisors
New York
$8.57K 237 -15 -6%
SIC
918
Salem Investment Counselors
North Carolina
$8.39K 232 – –
BIA
919
Bell Investment Advisors
California
$8.28K 229 +1 +0.4%
BSB
920
Bangor Savings Bank
Maine
$8.1K 224 – –
PVH
921
Psagot Value Holdings
Israel
$8K 216 +28 +15%
PA
922
Pineridge Advisors
Missouri
$7.85K 217 +217 New
OLVIG
923
Oliver Lagore Vanvalin Investment Group
Michigan
$7.45K 206 +101 +96%
HCP
924
Hexagon Capital Partners
Arkansas
$7.23K 200 – –
TFIPS
925
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.23K 200 +200 New
35 36
37
38 39