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Halliburton
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Overview Fund Activity

983 hedge funds and large institutions have $30.2B invested in Halliburton in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 348 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
-12
Holders Change %
-1.21%
% of All Funds
14.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
92
Increased
380
Reduced
348
Closed
92
Calls
$391M
Puts
$761M
Net Calls
-$369M
Net Calls Change
-$79.8M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.41B
2
BlackRock
2
BlackRock
New York
$2.94B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.95B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$160M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$539M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$259M
3
Boston Partners
3
Boston Partners
Massachusetts
$406M
4
EAM
4
Eagle Asset Management
Florida
$821K
5
TC
5
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
926
Hexagon Capital Partners
Arkansas
$7.88K – – –
CTC
927
Cetera Trust Company
Minnesota
$7.77K – – –
AA
928
Ancora Advisors
Ohio
$7.17K -$27.6K -699 -79%
RFS
929
Richardson Financial Services
Massachusetts
$7.14K +$1.38K +35 +24%
WCM
930
Westend Capital Management
California
$6.98K +$6.98K +177 New
IBOK
931
Independence Bank of Kentucky
Kentucky
$6.39K – – –
MFT
932
Moisand Fitzgerald Tamayo
Florida
$6.31K – – –
OP
933
ORG Partners
Indiana
$5.75K -$163K -4,092 -97%
AWM
934
Abound Wealth Management
Tennessee
$5.46K +$633 +16 +13%
RFG
935
RFP Financial Group
Georgia
$5.05K +$1.42K +36 +39%
RBC
936
Roble Belko & Company
Pennsylvania
$5K – – –
SC
937
Stephens Consulting
Michigan
$4.93K – – –
SIC
938
SJS Investment Consulting
Ohio
$4.73K -$197 -5 -4%
PP
939
PFS Partners
New Jersey
$4.71K – – –
SRCM
940
Signature Resources Capital Management
California
$4.7K – – –
AAP
941
Arax Advisory Partners
Colorado
$4.63K +$791 +20 +21%
PPWM
942
PFG Private Wealth Management
Florida
$4.62K -$39 -1 -0.8%
FSWA
943
Financial Synergies Wealth Advisors
Texas
$4.49K +$4.49K +114 New
CWP
944
Concord Wealth Partners
Virginia
$4.42K -$3.35K -85 -43%
TFM
945
TFC Financial Management
Massachusetts
$4.35K +$158 +4 +4%
FCAS
946
First Command Advisory Services
Texas
$4.34K – – –
SWA
947
SOA Wealth Advisors
New York
$4.34K – – –
MSG
948
Main Street Group
Virginia
$4.18K +$4.18K +106 New
FMTCOCP
949
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
GCM
950
Gables Capital Management
Florida
$3.94K -$5.91K -150 -60%
36 37
38
39 40