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Halliburton
HAL

Overview Fund Activity

648 hedge funds and large institutions have $8.26B invested in Halliburton in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 205 increasing their positions, 249 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-27
Holders Change %
-4%
% of All Funds
13.32%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
97
Increased
205
Reduced
249
Closed
121
Calls
$209M
Puts
$325M
Net Calls
-$116M
Net Calls Change
-$14.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$45M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.6M
4
Invesco
Invesco
Georgia
+$38.9M
5
Norges Bank
Norges Bank
Norway
+$23.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$112M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$106M
3
Pzena Investment Management
Pzena Investment Management
New York
-$95.1M
4
Ameriprise
Ameriprise
Minnesota
-$69.4M
5
Capital International Investors
Capital International Investors
California
-$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
376
Teamwork Financial Advisors
Texas
$269K +$269K +20,700 New
LNWWM
377
Laird Norton Wetherby Wealth Management
California
$267K +$121K +9,308 +82%
IRF
378
IBM Retirement Fund
New York
$266K +$910 +70 +0.3%
FAIM
379
Financial Advocates Investment Management
Washington
$266K +$5.87K +453 +2%
N
380
Natixis
France
$265K -$495K -38,161 -65%
AFM
381
Andesa Financial Management
Pennsylvania
$264K +$264K +20,338 New
MIAN
382
Mariner Independent Advisor Network
Kansas
$264K +$264K +21,103 New
Fayez Sarofim & Co
383
Fayez Sarofim & Co
Texas
$263K -$44.2K -3,400 -14%
AQR Capital Management
384
AQR Capital Management
Connecticut
$260K -$595K -48,139 -70%
USGIU
385
U.S. Global Investors (USGI)
Texas
$260K – – –
BCV
386
Banque Cantonale Vaudoise
Switzerland
$252K -$156K -12,089 -38%
CPO
387
Cerity Partners OCIO
New York
$248K -$3.41M -262,703 -93%
FA
388
FDx Advisors
Illinois
$246K -$114K -8,818 -32%
Cetera Investment Advisers
389
Cetera Investment Advisers
Illinois
$246K -$28.5K -2,200 -10%
AC
390
Avestar Capital
New York
$245K +$245K +18,865 New
MIS
391
Morningstar Investment Services
Illinois
$243K -$8.43K -678 -3%
VI
392
Vestcor Inc
New Brunswick, Canada
$242K -$1.45K -112 -0.6%
P
393
Pitcairn
Pennsylvania
$240K +$75.5K +5,829 +46%
SBH
394
Segall Bryant & Hamill
Illinois
$238K -$127K -9,755 -35%
9WM
395
9258 Wealth Management
Ohio
$237K -$3.91K -301 -2%
FPS
396
Fieldpoint Private Securities
Connecticut
$237K +$237K +18,269 New
CAN
397
Cetera Advisor Networks
California
$236K +$17.5K +1,348 +8%
HBT
398
Hills Bank & Trust
Iowa
$229K -$90.5K -6,961 -28%
SCA
399
Salient Capital Advisors
Texas
$229K -$26.4K -2,033 -10%
MIM
400
Montgomery Investment Management
Maryland
$228K +$228K +17,600 New
14 15
16
17 18