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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 %
PCM
1001
Parsons Capital Management
Rhode Island
– – -5,770 Closed
SCM
1002
Shelton Capital Management
Colorado
– – -5,694 Closed
FCI
1003
Financial Counselors Inc
Kansas
– – -5,694 Closed
AG
1004
Ascent Group
Virginia
– – -5,640 Closed
LNC
1005
Lincoln National Corp
Pennsylvania
– – -5,551 Closed
IGGA
1006
Iron Gate Global Advisors
Utah
– – -5,511 Closed
HW
1007
Hancock Whitney
Mississippi
– – -5,508 Closed
ACM
1008
Advance Capital Management
Michigan
– – -5,482 Closed
AWP
1009
Abacus Wealth Partners
California
– – -5,400 Closed
MIP
1010
Marietta Investment Partners
Wisconsin
– – -5,360 Closed
MCM
1011
MAI Capital Management
Ohio
– – -5,241 Closed
CAM
1012
Cozad Asset Management
Illinois
– – -5,200 Closed
AWA
1013
Aaron Wealth Advisors
Illinois
– – -5,195 Closed
VAS
1014
Vestmark Advisory Solutions
Massachusetts
– – -5,119 Closed
1WA
1015
180 Wealth Advisors
Washington
– – -5,038 Closed
ERIC
1016
Eagle Rock Investment Company
Georgia
– – -5,000 Closed
MCC
1017
Money Concepts Capital
Florida
– – -2,377 Closed
OWA
1018
One Wealth Advisors
California
– – -1,858 Closed
HNWAG
1019
High Net Worth Advisory Group
Florida
– – -1,150 Closed
AWM
1020
Accurate Wealth Management
Florida
– – -971 Closed
EE
1021
EWG Elevate
California
– – -623 Closed
MPCL
1022
My Personal CFO LLC
Washington
– – -510 Closed
ZIG
1023
Zullo Investment Group
Pennsylvania
– – -415 Closed
DCP
1024
Distillate Capital Partners
Illinois
– – -376 Closed
Jones Financial Companies
1025
Jones Financial Companies
Missouri
– – -360 Closed
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