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Halliburton
HAL

Overview Fund Activity

950 hedge funds and large institutions have $30.7B invested in Halliburton in 2023 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 311 increasing their positions, 359 reducing their positions, and 71 closing their positions.

Holders
950
Holders Change
+44
Holders Change %
+4.86%
% of All Funds
15.15%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.19%
New
126
Increased
311
Reduced
359
Closed
71
Calls
$487M
Puts
$612M
Net Calls
-$124M
Net Calls Change
+$26.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.47B
2
Capital World Investors
2
Capital World Investors
California
$4.9B
3
Bessemer Group
3
Bessemer Group
New Jersey
$118M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$113M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$638M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$594M
3
Boston Partners
3
Boston Partners
Massachusetts
$876M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$144M
5
Millennium Management
5
Millennium Management
New York
$8.52M
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
926
Kelly Financial Services
Massachusetts
$2.69K 66 – –
VAG
927
VisionPoint Advisory Group
Texas
$2.51K 62 +56 +933%
ETC
928
Exchange Traded Concepts
Oklahoma
$2.43K 60 +60 New
HWP
929
Highline Wealth Partners
California
$2.35K 58 – –
JGIA
930
Jackson Grant Investment Advisers
Connecticut
$2.19K 54 – –
BWP
931
Baldwin Wealth Partners
Massachusetts
$2.15K 53 – –
VCM
932
Versant Capital Management
Arizona
$2.11K 52 – –
NECFA
933
New England Capital Financial Advisors
Connecticut
$2.1K 52 – –
CWA
934
Carolina Wealth Advisors
South Carolina
$2.03K 50 – –
PWA
935
Provenance Wealth Advisors
Florida
$2.03K 50 +50 New
CAL
936
Capital Advisors Ltd
Ohio
$2K 59 – –
BAM
937
Byrne Asset Management
New Jersey
$2K 52 – –
CAS
938
Coppell Advisory Solutions
Texas
$1.7K 43 -1,317 -97%
PCTC
939
Perkins Coie Trust Company
Washington
$1.5K 37 +37 New
MIM
940
Macroview Investment Management
Maryland
$1.34K 33 -331 -91%
NCM
941
Northwest Capital Management
Oregon
$1.01K 25 – –
FMB
942
Field & Main Bank
Kentucky
$1.01K 25 – –
BG
943
Bollard Group
Massachusetts
$1K 25 – –
BFP
944
Briaud Financial Planning
Texas
$1K 36 +36 New
TWD
945
True Wealth Design
Ohio
$851 21 – –
TWP
946
TFO Wealth Partners
Ohio
$726 22 +6 +38%
PWMG
947
Provence Wealth Management Group
California
$324 8 +8 New
FGAM
948
Financial Gravity Asset Management
Texas
$310 8 -25 -76%
JFA
949
JNBA Financial Advisors
Minnesota
$284 7 +7 New
ICM
950
Islay Capital Management
Texas
$243 6 – –
36 37
38
39 40