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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 %
O
1026
Ossiam
France
– – -11,625 Closed
SEC
1027
Seven Eight Capital
New York
– – -10,973 Closed
TDC
1028
Thompson Davis & Co
Virginia
– – -10,400 Closed
ALAM
1029
Asahi Life Asset Management
Japan
– – -8,370 Closed
AAS
1030
Ameritas Advisory Services
Nebraska
– – -8,094 Closed
SWA
1031
Stratos Wealth Advisors
Ohio
– – -7,605 Closed
BCA
1032
Bay Colony Advisors
Massachusetts
– – -7,439 Closed
SRSA
1033
S.R. Schill & Associates
Washington
– – -7,343 Closed
CAM
1034
Crestone Asset Management
Colorado
– – -7,126 Closed
MC
1035
Machina Capital
France
– – -7,110 Closed
CCB
1036
Country Club Bank
Missouri
– – -6,835 Closed
SI
1037
SCP Investment
California
– – -6,800 Closed
BL
1038
Balentine LLC
Georgia
– – -6,784 Closed
BWP
1039
BSW Wealth Partners
Colorado
– – -6,639 Closed
PWM
1040
Perigon Wealth Management
California
– – -6,572 Closed
LNC
1041
Lincoln National Corp
Pennsylvania
– – -6,470 Closed
DS
1042
DRW Securities
Illinois
– – -6,470 Closed
GW
1043
GW & Wade
Massachusetts
– – -5,913 Closed
EH
1044
Equitable Holdings
New York
– – -5,684 Closed
ACA
1045
Aptus Capital Advisors
Alabama
– – -5,551 Closed
IGGA
1046
Iron Gate Global Advisors
Utah
– – -5,511 Closed
ET
1047
Equitable Trust
Tennessee
– – -5,463 Closed
BTWM
1048
Baker Tilly Wealth Management
Wisconsin
– – -5,393 Closed
MIP
1049
Marietta Investment Partners
Wisconsin
– – -5,360 Closed
WDC
1050
Woodward Diversified Capital
California
– – -5,315 Closed
40 41
42
43 44