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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 %
AGP
976
Autumn Glory Partners
Texas
– – -11,600 Closed
QC
977
Quaero Capital
Switzerland
– – -11,400 Closed
OW
978
Olistico Wealth
Oklahoma
– – -11,250 Closed
BIP
979
Blueprint Investment Partners
North Carolina
– – -10,355 Closed
TWM
980
TriaGen Wealth Management
California
– – -9,467 Closed
HSA
981
HBK Sorce Advisory
Pennsylvania
– – -9,416 Closed
HCMT
982
Highland Capital Management (Tennessee)
Tennessee
– – -9,040 Closed
FH
983
FWG Holdings
Florida
– – -8,812 Closed
ACM
984
AlphaStar Capital Management
North Carolina
– – -8,652 Closed
SC
985
Shay Capital
New York
– – -7,668 Closed
GTCM
986
Gyon Technologies Capital Management
New Jersey
– – -6,887 Closed
SCP
987
Shorepoint Capital Partners
Massachusetts
– – -6,880 Closed
Two Sigma Advisers
988
Two Sigma Advisers
New York
– – -6,800 Closed
WDC
989
Woodward Diversified Capital
California
– – -6,425 Closed
EFS
990
Essex Financial Services
Connecticut
– – -6,324 Closed
DI
991
Diligent Investors
California
– – -6,315 Closed
ACIM
992
Azimuth Capital Investment Management
Michigan
– – -6,300 Closed
FT
993
Fiduciary Trust
Massachusetts
– – -6,087 Closed
GHAM
994
Gilman Hill Asset Management
Connecticut
– – -6,026 Closed
HI
995
Hoey Investments
Pennsylvania
– – -6,000 Closed
TWM
996
Tanager Wealth Management
United Kingdom
– – -5,911 Closed
V
997
ViaWealth
Kansas
– – -5,891 Closed
WI
998
Wintrust Investments
Illinois
– – -5,890 Closed
JWM
999
Jeppson Wealth Management
California
– – -5,850 Closed
SI
1000
SCP Investment
California
– – -5,800 Closed
38 39
40
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