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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 %
APA
526
American Portfolios Advisors
New York
$174K -$4.6K -244 -3%
FHA
527
Flagship Harbor Advisors
Massachusetts
$174K +$73.2K +3,903 +73%
BAM
528
Belpointe Asset Management
Nevada
$169K – – –
IA
529
IndexIQ Advisors
New York
$164K +$7.93K +422 +5%
ST
530
Smithfield Trust
Pennsylvania
$154K -$2.17K -115 -1%
GFA
531
Gifford Fong Associates
California
$151K – – –
RMC
532
Resources Management Corp
Connecticut
$148K +$148K +7,875 New
ASN
533
Advisory Services Network
Georgia
$147K – – –
CIA
534
CSat Investment Advisory
Michigan
$143K +$24.7K +1,311 +21%
PCIA
535
Prime Capital Investment Advisors
Kansas
$141K +$30.2K +1,606 +27%
PWP
536
Personal Wealth Partners
Minnesota
$134K +$1.25K +66 +0.9%
RIM
537
Rampart Investment Management
Connecticut
$129K -$11.9K -632 -8%
NIM
538
NuWave Investment Management
New Jersey
$129K +$34.4K +1,863 +36%
CB
539
CNB Bank
Pennsylvania
$116K -$52.1K -2,754 -31%
UFG
540
United Fire Group
Iowa
$113K – – –
NB
541
Nicolet Bankshares
Wisconsin
$112K – – –
CBT
542
Capital Bank & Trust
California
$105K -$34.1K -1,803 -25%
PB
543
Pinnacle Bancorp
Nebraska
$101K -$11.3K -600 -10%
WTC
544
WhitTier Trust Company
Nevada
$99K – – –
RBC
545
Roble Belko & Company
Pennsylvania
$97K – – –
TF
546
Tompkins Financial
New York
$92K – – –
S
547
SignatureFD
Georgia
$90K +$14.7K +780 +19%
First Manhattan
548
First Manhattan
New York
$86K – – –
EW
549
Evoke Wealth
California
$84.8K +$84.8K +4,499 New
IA
550
IFP Advisors
Florida
$84K +$84K +4,497 New
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