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Halliburton
HAL

Overview Fund Activity

675 hedge funds and large institutions have $8.13B invested in Halliburton in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 274 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+27
Holders Change %
+4.17%
% of All Funds
13.66%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
91
Increased
182
Reduced
274
Closed
61
Calls
$208M
Puts
$335M
Net Calls
-$127M
Net Calls Change
-$10.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$716M
2
Wells Fargo
2
Wells Fargo
California
$124M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$31.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.2B
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$29.2M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$378M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$432M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$13.5M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$15.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
451
FDx Advisors
Illinois
$140K -$88.5K -7,344 -39%
BCM
452
Boltwood Capital Management
California
$140K -$13.8K -1,150 -9%
SWRP
453
Summit Wealth & Retirement Planning
California
$139K -$47.2K -3,900 -25%
RG
454
Rathbones Group
United Kingdom
$137K – – –
IDBONY
455
Israel Discount Bank of New York
New York
$136K -$8.05K -664 -6%
PWAG
456
Polaris Wealth Advisory Group
California
$135K -$11.9K -1,000 -8%
CI
457
Conning Inc
Connecticut
$135K +$4.21K +349 +3%
JWCA
458
J.W. Cole Advisors
Florida
$135K +$135K +11,174 New
HCM
459
Howland Capital Management
Massachusetts
$133K – – –
DT
460
Diversified Trust
Tennessee
$133K +$133K +11,068 New
EAM
461
Evanson Asset Management
California
$132K -$17.9K -1,478 -12%
GC
462
GFG Capital
Florida
$132K – – –
WANY
463
Wealthspire Advisors (New York)
New York
$132K +$132K +10,933 New
CAPTRUST Financial Advisors
464
CAPTRUST Financial Advisors
North Carolina
$131K -$16.9K -1,517 -11%
ANRIA
465
American National Registered Investment Advisor
Texas
$131K – – –
S
466
Seeyond
France
$131K +$2.59K +214 +2%
AC
467
Avestar Capital
New York
$130K -$111K -8,697 -46%
CAL
468
Capital Analysts LLC
Pennsylvania
$130K +$130K +10,800 New
MMA
469
Miracle Mile Advisors
California
$129K -$51K -4,239 -28%
DADC
470
D.A. Davidson & Co
Montana
$129K +$129K +10,743 New
APA
471
American Portfolios Advisors
New York
$129K +$5.46K +453 +4%
FIM
472
Fruth Investment Management
Texas
$128K -$1.8K -150 -1%
LIM
473
Lathrop Investment Management
Arkansas
$128K – – –
DCM
474
Donaldson Capital Management
Indiana
$127K – – –
TC
475
Trust Company
Kansas
$125K -$27.5K -2,277 -18%
17 18
19
20 21