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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 %
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$390K +$46K +2,439 +13%
SBIA
427
Sheaff Brock Investment Advisors
Indiana
$390K +$188K +10,000 +93%
BP
428
Ballentine Partners
Massachusetts
$387K +$35.7K +1,889 +10%
1SB
429
1ST Source Bank
Indiana
$385K -$1.4K -74 -0.4%
KCM
430
Kornitzer Capital Management
Kansas
$383K -$1.89K -100 -0.5%
PSP
431
Principal Street Partners
Tennessee
$381K -$7.48K -397 -2%
SC
432
Scotia Capital
Ontario, Canada
$378K -$141K -7,472 -27%
CIM
433
CIM Investment Management
Pennsylvania
$378K -$38.3K -2,035 -9%
AAIM
434
American Assets Investment Management
California
$377K -$4.5M -238,800 -92%
USGIU
435
U.S. Global Investors (USGI)
Texas
$377K – – –
SI
436
SCP Investment
California
$377K +$377K +20,000 New
AW
437
ACG Wealth
Georgia
$370K -$16.2K -857 -4%
Cetera Investment Advisers
438
Cetera Investment Advisers
Illinois
$369K +$164K +8,675 +80%
SWRP
439
Summit Wealth & Retirement Planning
California
$367K +$4.15K +220 +1%
9WM
440
9258 Wealth Management
Ohio
$363K +$188 +10 +0.1%
BF
441
BOK Financial
Oklahoma
$355K -$20.8K -1,105 -6%
OC
442
Oppenheimer & Co
New York
$354K -$66.9K -3,547 -16%
BCM
443
Buckhead Capital Management
Georgia
$352K +$53.4K +2,833 +18%
SFM
444
Signet Financial Management
New Jersey
$351K – – –
CM
445
CoreCommodity Management
Connecticut
$346K -$16K -848 -4%
MML Investors Services
446
MML Investors Services
Massachusetts
$337K -$24.5K -1,297 -7%
AWE
447
Avidian Wealth Enterprises
Texas
$331K +$87.1K +4,616 +36%
TNB
448
TCF National Bank
South Dakota
$328K +$328K +17,380 New
SS
449
Sunbelt Securities
Texas
$326K +$326K +17,303 New
WS
450
Wedbush Securities
California
$323K -$4.83K -256 -1%
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