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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 %
PCM
501
Penserra Capital Management
California
$63K -$972K -81,112 -94%
RBC
502
Roble Belko & Company
Pennsylvania
$62K – – –
FMLI
503
Fukoku Mutual Life Insurance
Japan
$59K – – –
TWA
504
TCI Wealth Advisors
Arizona
$57K +$19.9K +1,662 +54%
PA
505
Parallel Advisors
California
$50K +$904 +75 +2%
HIA
506
Harbor Investment Advisory
Maryland
$48K +$45.7K +3,823 +1,961%
CIA
507
CSat Investment Advisory
Michigan
$46K -$7.25K -601 -14%
GSWM
508
Golden State Wealth Management
California
$44K +$44K +3,653 New
WEC
509
Winslow Evans & Crocker
Massachusetts
$43K -$988 -82 -2%
TH
510
TCTC Holdings
Texas
$43K +$12 +1 +0%
Bank Julius Baer & Co
511
Bank Julius Baer & Co
Switzerland
$42K -$14.1K -1,171 -25%
WAM
512
Westport Asset Management
Connecticut
$42K – – –
T
513
TOBAM
France
$42K +$42K +3,484 New
KLWA
514
Kelly Lawrence W & Associates
California
$40K – – –
WB
515
Webster Bank
Connecticut
$39K – – –
CAW
516
Cornerstone Advisors (Washington)
Washington
$38K +$3.62K +303 +11%
RFA
517
Reilly Financial Advisors
California
$34K – – –
MAM
518
Meeder Asset Management
Ohio
$34K +$2.32K +190 +7%
EP
519
Eudaimonia Partners
Tennessee
$34K +$13.6K +1,114 +67%
CI
520
CX Institutional
Indiana
$34K +$26K +2,171 +325%
PCA
521
Providence Capital Advisors
North Carolina
$33K – – –
TPCW
522
TD Private Client Wealth
New York
$31.7K -$41.9K -3,480 -57%
QCG
523
Quadrant Capital Group
Ohio
$31K -$3.63K -302 -10%
FCH
524
Freestone Capital Holdings
Washington
$28K +$28K +2,326 New
BCA
525
Berman Capital Advisors
Georgia
$28K -$234K -19,901 -89%
19 20
21
22 23