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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 %
IA
476
IndexIQ Advisors
New York
$80K +$50.9K +3,936 +175%
TPCW
477
TD Private Client Wealth
New York
$79.3K +$14.4K +1,111 +22%
RMC
478
Resources Management Corp
Connecticut
$79K -$21.8K -1,685 -22%
CTC
479
Central Trust Company
Missouri
$79K +$53.3K +4,112 +207%
UFG
480
United Fire Group
Iowa
$78K – – –
NB
481
Nicolet Bankshares
Wisconsin
$77K – – –
CA
482
Clearstead Advisors
Ohio
$72K – – –
RBC
483
Roble Belko & Company
Pennsylvania
$67K – – –
Acadian Asset Management
484
Acadian Asset Management
Massachusetts
$66K +$48.1K +3,689 +269%
CFG
485
Citizens Financial Group
Rhode Island
$65K +$23.1K +1,784 +55%
FMLI
486
Fukoku Mutual Life Insurance
Japan
$64K – – –
Bank Julius Baer & Co
487
Bank Julius Baer & Co
Switzerland
$61K -$1.38M -105,698 -96%
CIA
488
CSat Investment Advisory
Michigan
$57K -$26.1K -2,021 -31%
PCG
489
Private Capital Group
Connecticut
$53K +$26.5K +2,056 +100%
PA
490
Parallel Advisors
California
$52K +$39.1K +3,061 +303%
WEC
491
Winslow Evans & Crocker
Massachusetts
$47K -$26 -2 -0.1%
TH
492
TCTC Holdings
Texas
$47K +$47K +3,601 New
WAM
493
Westport Asset Management
Connecticut
$45K – – –
KLWA
494
Kelly Lawrence W & Associates
California
$43K -$208K -16,000 -83%
OPS
495
Orion Portfolio Solutions
Nebraska
$42K -$12.6K -980 -23%
WB
496
Webster Bank
Connecticut
$42K – – –
TWA
497
TCI Wealth Advisors
Arizona
$40K +$9.19K +711 +30%
AF
498
Advisornet Financial
Minnesota
$38K +$17.8K +1,390 +88%
QCG
499
Quadrant Capital Group
Ohio
$37K -$22.2K -1,724 -37%
RFA
500
Reilly Financial Advisors
California
$37K -$6.02K -458 -14%
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