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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 %
EWM
476
Elmwood Wealth Management
California
$262K -$753 -40 -0.3%
CG
477
Cutler Group
California
$261K -$259K -13,800 -50%
KFC
478
Klingenstein Fields & Co
New York
$261K – – –
PIA
479
Piedmont Investment Advisors
North Carolina
$258K +$12.3K +652 +5%
SB
480
Simmons Bank
Arkansas
$255K -$148K -7,884 -37%
IRF
481
IBM Retirement Fund
New York
$255K – – –
BRWA
482
B. Riley Wealth Advisors
Florida
$255K +$255K +13,493 New
RIL
483
Rothschild Investment LLC
Illinois
$253K -$55.7K -2,950 -18%
CI
484
Conning Inc
Connecticut
$250K -$8.25K -437 -3%
CC
485
ClearArc Capital
Ohio
$249K +$3.1K +164 +1%
ICOM
486
Investment Counselors of Maryland
Maryland
$248K -$61.2K -3,250 -20%
HCM
487
Hodges Capital Management
Texas
$247K -$110K -5,815 -31%
IAMOG
488
Investors Asset Management of Georgia
Georgia
$245K +$54.3K +2,880 +28%
CTA
489
Colonial Trust Advisors
South Carolina
$240K -$109K -5,774 -31%
WC
490
Whitney & Co
New York
$235K -$2.99M -142,316 -93%
HCM
491
Howland Capital Management
Massachusetts
$235K -$10.4K -554 -4%
AC
492
Avestar Capital
New York
$235K +$192K +10,201 +453%
LJAC
493
L.J. Altfest & Co
New York
$235K +$235K +12,442 New
LC
494
Loews Corp
New York
$234K +$22.9K +1,213 +11%
IG
495
ING Group
Netherlands
$230K -$2.27M -120,650 -91%
FMC
496
First Merchants Corp
Indiana
$229K -$93.7K -4,976 -29%
SSW
497
Smith Shellnut Wilson
Mississippi
$227K – – –
MIM
498
Montgomery Investment Management
Maryland
$226K -$24.5K -1,300 -10%
IDBONY
499
Israel Discount Bank of New York
New York
$226K +$4.94K +262 +2%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$224K – – –
18 19
20
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