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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 %
CWP
501
CFM Wealth Partners
Texas
$37K – – –
CAW
502
Cornerstone Advisors (Washington)
Washington
$37K +$12.2K +947 +49%
PCA
503
Providence Capital Advisors
North Carolina
$36K +$19.6K +1,500 +120%
RAM
504
Riggs Asset Management
Pennsylvania
$35K – – –
MAM
505
Meeder Asset Management
Ohio
$34K -$21.8K -1,664 -39%
HDIM
506
Hanson & Doremus Investment Management
Vermont
$31K – – –
CFG
507
CKW Financial Group
Hawaii
$31K – – –
OIA
508
Optimum Investment Advisors
Illinois
$31K +$1.99K +152 +7%
BFIM
509
Beese Fulmer Investment Management
Ohio
$31K +$31K +2,400 New
CFGS
510
Concourse Financial Group Securities
Alabama
$30K -$67.3K -5,115 -69%
CB
511
CNB Bank
Pennsylvania
$30K -$7.12K -541 -19%
ZB
512
Zions Bancorporation
Utah
$30K -$1.93K -147 -6%
LC
513
Lindbrook Capital
California
$30K +$7.84K +609 +35%
IRC
514
Investors Research Corp
Georgia
$29K – – –
TCM
515
Tradewinds Capital Management
Washington
$27K +$13 +1 +0%
CFFP
516
Center for Financial Planning
Michigan
$27K +$27K +2,050 New
SC
517
Steph & Co
Wisconsin
$27K +$27K +2,073 New
RG
518
Retirement Group
California
$27K +$27K +2,095 New
NIM
519
NuWave Investment Management
New Jersey
$26K -$23.3K -1,805 -47%
BAMG
520
Brand Asset Management Group
Missouri
$26K – – –
RA
521
Rational Advisors
New York
$26K +$26K +2,010 New
WT
522
Washington Trust
Rhode Island
$25K – – –
IAS
523
IMA Advisory Services
Colorado
$25K – – –
GAM
524
Gemmer Asset Management
California
$25K +$9.72K +738 +64%
JWA
525
JFS Wealth Advisors
Pennsylvania
$24K – – –
19 20
21
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