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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 %
CA
1051
CoreCap Advisors
Michigan
– – -5,301 Closed
AWM
1052
Angeles Wealth Management
California
– – -5,285 Closed
SCP
1053
Shorepoint Capital Partners
Massachusetts
– – -5,280 Closed
SG
1054
StoneX Group
New York
– – -5,276 Closed
EFG
1055
Everhart Financial Group
Ohio
– – -5,253 Closed
KP
1056
Keel Point
Alabama
– – -5,246 Closed
ILI
1057
Invesco LLC (Illinois)
Illinois
– – -5,215 Closed
PCP
1058
Proficio Capital Partners
Massachusetts
– – -5,193 Closed
HW
1059
Hancock Whitney
Mississippi
– – -5,154 Closed
AWA
1060
Aaron Wealth Advisors
Illinois
– – -5,137 Closed
GHA
1061
GW Henssler & Associates
Georgia
– – -5,036 Closed
CCFCSB
1062
Cape Cod Five Cents Savings Bank
Massachusetts
– – -5,032 Closed
WA
1063
Wealth Alliance
New York
– – -5,020 Closed
CIAS
1064
Capital Investment Advisory Services
North Carolina
– – -5,014 Closed
CAM
1065
Cozad Asset Management
Illinois
– – -5,000 Closed
QC
1066
Quaero Capital
Switzerland
– – -5,000 Closed
HVIA
1067
Hudson Valley Investment Advisors
New York
– – -4,975 Closed
SCA
1068
Stonebridge Capital Advisors
Minnesota
– – -3,700 Closed
GCM
1069
Goldstream Capital Management
Hong Kong
– – -3,346 Closed
MAM
1070
Meeder Asset Management
Ohio
– – -2,577 Closed
PPC
1071
Park Place Capital
Alabama
– – -2,481 Closed
WWP
1072
WR Wealth Planners
Missouri
– – -1,471 Closed
QP
1073
Quilter Plc
United Kingdom
– – -1,250 Closed
SIS
1074
Strategic Investment Solutions
Illinois
– – -1,200 Closed
IUHSA
1075
Itau Unibanco Holding S.A.
Brazil
– – -1,005 Closed
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