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Halliburton
HAL

Overview Fund Activity

720 hedge funds and large institutions have $13B invested in Halliburton in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 263 increasing their positions, 286 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-68
Holders Change %
-8.63%
% of All Funds
15.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
56
Increased
263
Reduced
286
Closed
121
Calls
$475M
Puts
$552M
Net Calls
-$77.2M
Net Calls Change
-$14.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$861M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.48B
3
Macquarie Group
Macquarie Group
Australia
$683M
4
Franklin Resources
Franklin Resources
California
$329M
5
Pzena Investment Management
Pzena Investment Management
New York
$503M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$360M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$140M
3
Capital International Investors
Capital International Investors
California
$198M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$0
5
Invesco
Invesco
Georgia
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
401
Steward Partners Investment Advisory
New York
$481K -$826K -43,832 -63%
NA
402
NewEdge Advisors
Louisiana
$479K +$27.1K +1,441 +6%
CCFCSB
403
Cape Cod Five Cents Savings Bank
Massachusetts
$473K – – –
GCA
404
Gideon Capital Advisors
New York
$471K +$471K +24,962 New
HAM
405
Highstreet Asset Management
Ontario, Canada
$471K +$471K +24,975 New
CCI
406
Credit Capital Investments
New Jersey
$471K +$471K +25,000 New
AMI
407
Amica Mutual Insurance
Rhode Island
$467K +$467K +24,792 New
Fayez Sarofim & Co
408
Fayez Sarofim & Co
Texas
$465K – – –
AA
409
Ancora Advisors
Ohio
$465K +$20.3K +1,075 +5%
GAAM
410
Guinness Atkinson Asset Management
California
$449K – – –
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$438K -$216K -11,432 -33%
TMAM
412
Tokio Marine Asset Management
Japan
$438K +$7.25K +385 +2%
Man Group
413
Man Group
United Kingdom
$435K -$924K -49,040 -68%
PP
414
Paloma Partners
Connecticut
$431K -$1.19M -63,072 -73%
CCP
415
Corient Capital Partners
California
$427K +$22.8K +1,209 +6%
WIA
416
Wealthstreet Investment Advisors
Texas
$423K -$84.5K -4,150 -17%
SLI
417
Sumitomo Life Insurance
Japan
$420K -$36.7K -1,949 -8%
OMC
418
Overbrook Management Corp
New York
$413K – – –
TRCT
419
Tower Research Capital (TRC)
New York
$411K -$3.47M -183,967 -89%
HVIA
420
Hudson Valley Investment Advisors
New York
$407K -$16K -850 -4%
CEP
421
Chicago Equity Partners
Illinois
$404K -$37K -1,965 -8%
CBTWT
422
Community Bank & Trust (Waco, Texas)
Texas
$397K -$75K -3,981 -16%
ETI
423
Enterprise Trust & Investment
California
$397K -$33.9K -1,800 -8%
HBT
424
Hills Bank & Trust
Iowa
$396K +$20.8K +1,102 +6%
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$391K +$62.2K +3,303 +19%
15 16
17
18 19