HAL icon

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
$555M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$50.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$61M
4
Invesco
Invesco
Georgia
$91.6M
5
Norges Bank
Norges Bank
Norway
$127M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$5.29M
2
Aristotle Capital Management
Aristotle Capital Management
California
$0
3
Pzena Investment Management
Pzena Investment Management
New York
$511M
4
Ameriprise
Ameriprise
Minnesota
$6.01M
5
Capital International Investors
Capital International Investors
California
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
426
Doheny Asset Management
California
$176K -$25.9K -2,000 -13%
RA
427
RFG Advisory
Alabama
$173K +$173K +13,339 New
BP
428
Ballentine Partners
Massachusetts
$172K +$172K +13,215 New
CAN
429
Claraphi Advisory Network
United States
$170K +$140K +10,768 +458%
MIA
430
MainStreet Investment Advisors
Illinois
$166K -$1.13M -87,124 -87%
CAPTRUST Financial Advisors
431
CAPTRUST Financial Advisors
North Carolina
$166K -$946K -75,669 -85%
BCM
432
Boltwood Capital Management
California
$166K -$13K -1,000 -7%
Neuberger Berman Group
433
Neuberger Berman Group
New York
$166K +$22.6K +1,825 +16%
ECM
434
EagleClaw Capital Management
Massachusetts
$165K -$177K -13,700 -52%
SI
435
Stephens Inc
Arkansas
$165K -$18.5K -1,419 -10%
TC
436
Trust Company
Kansas
$164K -$4.74K -365 -3%
EAM
437
Evanson Asset Management
California
$161K +$2.69K +207 +2%
FAAS
438
First Allied Advisory Services
California
$159K -$6.47K -499 -4%
SSWM
439
Sheets Smith Wealth Management
North Carolina
$159K +$1.89K +145 +1%
RCM
440
Redwood Capital Management
New York
$158K – – –
SSW
441
Smith Shellnut Wilson
Mississippi
$157K – – –
MCM
442
Marathon Capital Management
Maryland
$155K -$15.9K -1,225 -9%
MFG
443
Magnus Financial Group
New York
$155K +$155K +11,904 New
IDBONY
444
Israel Discount Bank of New York
New York
$154K -$47K -3,627 -23%
RIL
445
Rothschild Investment LLC
Illinois
$154K -$6.47K -500 -4%
CAM
446
Cresset Asset Management
Illinois
$153K +$153K +11,805 New
PWAG
447
Polaris Wealth Advisory Group
California
$153K +$153K +12,300 New
AIM
448
Arcadia Investment Management
Michigan
$151K -$21.7K -1,675 -13%
MYAM
449
Meiji Yasuda Asset Management
Japan
$149K +$149K +11,482 New
RG
450
Rathbones Group
United Kingdom
$148K +$148K +11,391 New
16 17
18
19 20