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Halliburton
HAL

Overview Fund Activity

982 hedge funds and large institutions have $30.2B invested in Halliburton in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 379 increasing their positions, 348 reducing their positions, and 92 closing their positions.

Holders
982
Holders Change
-12
Holders Change %
-1.21%
% of All Funds
14.24%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
92
Increased
379
Reduced
348
Closed
92
Calls
$391M
Puts
$761M
Net Calls
-$369M
Net Calls Change
-$79.8M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.41B
2
BlackRock
2
BlackRock
New York
$2.94B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.95B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$160M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$539M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$259M
3
Boston Partners
3
Boston Partners
Massachusetts
$406M
4
EAM
4
Eagle Asset Management
Florida
$821K
5
TC
5
TwinBeech Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1051
Tradition Wealth Management
Minnesota
– – -937 Closed
CG
1052
Cutler Group
California
– – -545 Closed
TCWA
1053
Turtle Creek Wealth Advisors
Texas
– – -469 Closed
GAMC
1054
Garner Asset Management Corp
Texas
– – -424 Closed
RIM
1055
Rockbridge Investment Management
New York
– – -410 Closed
GGI
1056
Godsey & Gibb Inc
Virginia
– – -400 Closed
BWM
1057
BKM Wealth Management
Wisconsin
– – -349 Closed
DAM
1058
Delta Asset Management
Tennessee
– – -300 Closed
CBT
1059
Central Bank & Trust
Kentucky
– – -291 Closed
PA
1060
Pineridge Advisors
Missouri
– – -217 Closed
PVH
1061
Psagot Value Holdings
Israel
– – -216 Closed
OLVIG
1062
Oliver Lagore Vanvalin Investment Group
Michigan
– – -206 Closed
PS
1063
Planned Solutions
California
– – -200 Closed
VNA
1064
Valley National Advisers
Pennsylvania
– – -143 Closed
LIWM
1065
Long Island Wealth Management
New York
– – -92 Closed
PCTC
1066
Perkins Coie Trust Company
Washington
– – -37 Closed
FMB
1067
Field & Main Bank
Kentucky
– – -25 Closed
AIMA
1068
Ables Iannone Moore & Associates
Georgia
– – -19 Closed
GWSA
1069
Global Wealth Strategies & Associates
Colorado
– – -15 Closed
WPA
1070
West Paces Advisors
Georgia
– – -12 Closed
EWM
1071
Evermay Wealth Management
Virginia
– – -10 Closed
JFA
1072
JNBA Financial Advisors
Minnesota
– – -7 Closed
First Manhattan
1073
First Manhattan
New York
– – -5 Closed
M
1074
MOTCO
Texas
– – -3 Closed
NC
1075
NewSquare Capital
Pennsylvania
– – -3 Closed
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