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Halliburton
HAL

Overview Fund Activity

901 hedge funds and large institutions have $30.9B invested in Halliburton in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 303 increasing their positions, 360 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
24.08%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
67
Increased
303
Reduced
360
Closed
66
Calls
$947M
Puts
$1.01B
Net Calls
-$64.4M
Net Calls Change
-$307M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.63B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.09B
3
Jennison Associates
3
Jennison Associates
New York
$779M
4
SC
4
Sculptor Capital
New York
$213M
5
CS
5
Credit Suisse
Switzerland
$221M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$761M
2
Franklin Resources
2
Franklin Resources
California
$780M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$285M
4
O
4
OppenheimerFunds
New York
$29.5M
5
WRF
5
Waddell & Reed Financial
Kansas
$718M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
426
Morningstar Investment Services
Illinois
$1.71M +$36.4K +812 +2%
AHC
427
Adell Harriman & Carpenter
Texas
$1.7M -$115K -2,555 -6%
WBG
428
Wharton Business Group
Pennsylvania
$1.67M -$2.73M -60,800 -62%
UR
429
USCA RIA
Texas
$1.67M -$71.6K -1,595 -4%
PFP
430
Pinnacle Financial Partners
Tennessee
$1.66M +$7.61K +168 +0.5%
NFA
431
Nuveen Fund Advisors
Illinois
$1.65M -$288K -6,418 -15%
VRS
432
Virginia Retirement Systems
Virginia
$1.64M – – –
HCMT
433
Highland Capital Management (Tennessee)
Tennessee
$1.61M -$3.82K -85 -0.2%
CF
434
CNA Financial
Illinois
$1.6M – – –
HVIA
435
Hudson Valley Investment Advisors
New York
$1.57M -$109K -2,428 -7%
SIG
436
Sky Investment Group
Connecticut
$1.55M -$27.6K -615 -2%
MC
437
Moors & Cabot
Massachusetts
$1.54M +$53.3K +1,202 +4%
SFSIG
438
San Francisco Sentry Investment Group
California
$1.54M -$11.2K -250 -0.7%
SCA
439
Snowden Capital Advisors
New York
$1.51M -$2.29K -51 -0.2%
GIM
440
Grassi Investment Management
California
$1.5M -$38.2K -850 -2%
TCM
441
Texan Capital Management
Texas
$1.49M -$89.8K -2,000 -6%
AJ
442
Ashburton (Jersey)
Jersey
$1.47M – – –
Truist Financial
443
Truist Financial
North Carolina
$1.47M -$71.3K -1,588 -5%
RWA
444
River Wealth Advisors
Pennsylvania
$1.47M +$23.7K +527 +2%
RJT
445
Raymond James Trust
Florida
$1.47M +$290K +6,469 +25%
OMC
446
Overbrook Management Corp
New York
$1.45M – – –
PSUF
447
People's United Financial
Connecticut
$1.45M +$197K +4,379 +16%
AIA
448
Avalon Investment & Advisory
Texas
$1.4M +$99.9K +2,225 +8%
CFB
449
Cullen/Frost Bankers
Texas
$1.4M -$444K -9,898 -24%
Fayez Sarofim & Co
450
Fayez Sarofim & Co
Texas
$1.4M +$495K +11,025 +55%
16 17
18
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