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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 %
PS
926
Planned Solutions
California
$7.23K 200 +200 New
GPFA
927
Game Plan Financial Advisors
Ohio
$7.23K 200 +200 New
CWP
928
Concord Wealth Partners
Virginia
$7.12K 197 – –
CTC
929
Cetera Trust Company
Minnesota
$7.12K 197 +197 New
KFP
930
Keener Financial Planning
Texas
$7K 182 +182 New
IBOK
931
Independence Bank of Kentucky
Kentucky
$5.86K 162 +162 New
MFT
932
Moisand Fitzgerald Tamayo
Florida
$5.78K 160 – –
RFS
933
Richardson Financial Services
Massachusetts
$5.28K 146 +146 New
RBC
934
Roble Belko & Company
Pennsylvania
$5K 134 – –
VNA
935
Valley National Advisers
Pennsylvania
$5K 143 +25 +21%
SAM
936
Smartleaf Asset Management
Massachusetts
$4.96K 137 +137 New
SRCM
937
Signature Resources Capital Management
California
$4.7K 130 +130 New
ITFISA
938
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.7K 130 – –
SIC
939
SJS Investment Consulting
Ohio
$4.52K 125 -2 -2%
SC
940
Stephens Consulting
Michigan
$4.52K 125 – –
FWA
941
FSC Wealth Advisors
New York
$4.48K 124 – –
AWM
942
Abound Wealth Management
Tennessee
$4.42K 122 -21 -15%
TCM
943
Tradewinds Capital Management
Washington
$4.31K 119 – –
PP
944
PFS Partners
New Jersey
$4.3K 119 +1 +0.8%
PPWM
945
PFG Private Wealth Management
Florida
$4.23K 118 -997 -89%
FFO
946
Fortitude Family Office
Arizona
$4.23K 117 +117 New
FMTCOCP
947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K 100 +100 New
SWA
948
SOA Wealth Advisors
New York
$3.98K 110 – –
FCAS
949
First Command Advisory Services
Texas
$3.98K 110 +110 New
TFM
950
TFC Financial Management
Massachusetts
$3.84K 106 – –
36 37
38
39 40