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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 %
SFCL
1076
Strengthening Families & Communities LLC
Massachusetts
– – -853 Closed
EARNEST Partners
1077
EARNEST Partners
Georgia
– – -412 Closed
FRA
1078
Front Row Advisors
California
– – -327 Closed
Loomis, Sayles & Company
1079
Loomis, Sayles & Company
Massachusetts
– – -245 Closed
Legacy Financial Group (Iowa)
1080
Legacy Financial Group (Iowa)
Iowa
– – -214 Closed
FSWA
1081
Financial Synergies Wealth Advisors
Texas
– – -114 Closed
HWM
1082
HighMark Wealth Management
Minnesota
– – -106 Closed
SIA
1083
SkyView Investment Advisors
New Jersey
– – -103 Closed
LWCFA
1084
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -100 Closed
BWP
1085
Baldwin Wealth Partners
Massachusetts
– – -53 Closed
BFP
1086
Briaud Financial Planning
Texas
– – -36 Closed
MIM
1087
Macroview Investment Management
Maryland
– – -33 Closed
NCM
1088
Northwest Capital Management
Oregon
– – -25 Closed
XS
1089
XR Securities
Illinois
– – – –
Point72 Asset Management
1090
Point72 Asset Management
Connecticut
– – – –
PAM
1091
PSquared Asset Management
Switzerland
– – – –
CAM
1092
CenterStar Asset Management
Illinois
– – – –
HT
1093
HAP Trading
New York
– – – –
PCM
1094
Prelude Capital Management
New York
– – – –
SAM
1095
Scopus Asset Management
New York
– – – –
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