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Halliburton
HAL

Overview Fund Activity

993 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
993
Holders Change
+43
Holders Change %
+4.53%
% of All Funds
14.56%
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 %
TFGT
976
TS Financial Group (TSFG)
Illinois
$1K 40 -40 -50%
BG
977
Bollard Group
Massachusetts
$1K 25 – –
FMB
978
Field & Main Bank
Kentucky
$903 25 – –
TWP
979
TFO Wealth Partners
Ohio
$795 22 – –
TWD
980
True Wealth Design
Ohio
$760 21 – –
AIMA
981
Ables Iannone Moore & Associates
Georgia
$687 19 +19 New
FGAM
982
Financial Gravity Asset Management
Texas
$594 16 +8 +100%
GWSA
983
Global Wealth Strategies & Associates
Colorado
$542 15 +15 New
VWA
984
Valued Wealth Advisors
Utah
$446 11 +11 New
WPA
985
West Paces Advisors
Georgia
$434 12 +12 New
EWM
986
Evermay Wealth Management
Virginia
$362 10 +10 New
PWMG
987
Provence Wealth Management Group
California
$289 8 – –
JFA
988
JNBA Financial Advisors
Minnesota
$254 7 – –
ICM
989
Islay Capital Management
Texas
$217 6 – –
WWM
990
Wolff Wiese Magana
California
$181 5 – –
First Manhattan
991
First Manhattan
New York
$180 5 -495 -99%
HRC
992
Hoertkorn Richard Charles
$145 4 +4 New
M
993
MOTCO
Texas
$108 3 -200 -99%
NC
994
NewSquare Capital
Pennsylvania
$108 3 – –
DWM
995
Dogwood Wealth Management
Kansas
– – – –
Caisse de Depot et Placement du Quebec (CDPQ)
996
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -1,741,648 Closed
Alyeska Investment Group
997
Alyeska Investment Group
Illinois
– – -598,068 Closed
AIM
998
Artemis Investment Management
United Kingdom
– – -278,573 Closed
SI
999
Scout Investments
Missouri
– – -194,859 Closed
SC
1000
Sagefield Capital
Texas
– – -174,209 Closed
38 39
40
41 42