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Halliburton
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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 %
IAS
1026
IMA Advisory Services
Colorado
– – -300 Closed
First Manhattan
1027
First Manhattan
New York
– – -212 Closed
GGI
1028
Godsey & Gibb Inc
Virginia
– – -159 Closed
SC
1029
Sierra Capital
Florida
– – -140 Closed
SIS
1030
Sound Income Strategies
Florida
– – -123 Closed
CAS
1031
Coppell Advisory Solutions
Texas
– – -43 Closed
CASC
1032
Coppell Advisory Solutions Corp
Texas
– – -43 Closed
CWA
1033
Clearview Wealth Advisors
Oregon
– – -40 Closed
GEA
1034
Glen Eagle Advisors
New Jersey
– – -30 Closed
FA
1035
Fiduciary Alliance
South Carolina
– – -27 Closed
RBC
1036
Romano Brothers & Co
Illinois
– – -25 Closed
TFA
1037
Transamerica Financial Advisors
Florida
– – -20 Closed
HWA
1038
HHM Wealth Advisors
Tennessee
– – -20 Closed
FIA
1039
FNY Investment Advisers
New York
– – -1 Closed
VWM
1040
Valley Wealth Managers
New Jersey
– – – –
XS
1041
XR Securities
Illinois
– – – –
CM
1042
Caption Management
Oklahoma
– – – –
CCM
1043
CAAS Capital Management
New York
– – – –
LPARFS
1044
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– – – –
LCM
1045
Laurion Capital Management
New York
– – – –
PI
1046
PEAK6 Investments
Illinois
– – – –
APM
1047
Advanced Portfolio Management
New York
– – – –
EAM
1048
Erste Asset Management
Austria
– – – –
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